Puritan Financial adds Larry Miller to their Wealth Management Team
January 22, 2010 (PRLEAP.COM) Business NewsPuritan Financial Companies, Inc. announced recently that Larry Miller will be joining the Puritan Wealth Management Group. Prior to joining TIAA-CREF in late 2007, Larry held a variety of leadership positions at Fidelity Investments dating back to 1993. Most recently, as vice president, regional planning consultant, he realized a 20% year-over-year increase in the sale of life and money management products and an 82% increase in mutual fund sales.
As an insurance wholesaler for Fidelity, he was responsible for training and motivating financial planning consultants and private client account executives on all of Fidelity Investments Life Insurance Company's products and services, while regularly meeting with clients presenting estate analysis, life insurance reviews, income plans and accumulation strategies and solutions. In his other positions at Fidelity Investments-including national director of life insurance sales-he was directly involved with business process redesign, new product launches, and the establishment of new and successful sales groups across the country.
Larry holds FINRA Series 6, 63, 7, 8 and Group 1 Insurance licenses. Larry is a Certified Financial Planner PractionerTM (CFP®) and has a CLU certification. He is currently preparing to complete his ChFC examination.
Larry has a Master's degree in Business Administration from the University of Houston.
Larry will be assisting clients in the South Texas area.
About Puritan Financial Companies:
Puritan Financial Companies is a leading provider of financial solutions for clients beginning in their peak earning years and continuing through retirement, helping them to accumulate, protect and transfer wealth. Puritan Financial Companies has just over fifty thousand client households and operates in 14 states throughout the country. Puritan Financial Companies, Inc. is a privately owned holding company that has four operating subsidiaries that include a Registered Broker Dealer (Puritan Brokerage Services, Inc.); a registered Investment Advisor (Puritan Investment Advisors, Inc.); a multi-state licensed insurance agency (Puritan Financial Group); and a life insurance company (Puritan Life Insurance Company). For more information about Puritan Financial Companies products and services, please visit www.puritanlife.com.
This press release includes statements that may constitute "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements inherently involve risks and uncertainties that could cause actual results to differ materially from the forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to, continued acceptance of Puritan's products and services in the marketplace, competitive factors, changes in regulatory environments, and other risks. Puritan does not undertake any obligation to update or publicly release any revisions to any forward-looking statements to reflect events, circumstances or changes in expectations after the date of this press release.