A New President for Puritan Brokerage Services and Investment Advisors

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Puritan Financial Companies has a new President for both its Brokerage Services and Investment Advisors divisions. Sandy McDonald has been chosen to lead both divisions.

Puritan Financial Companies has a new President for both its Brokerage Services and Investment Advisors divisions. Sandy McDonald has been chosen to lead both divisions, where previously she was the Chief Compliance Officer for Puritan Financial, and will also continue in that role. Having been with the company since 2008, Sandy brings a great deal of experience and passion to her new roles. She has both an MBA and MSA, along with multiple securities licenses. Puritan CEO, Matt McIntyre says, “Sandy has excelled here for over five years, and has earned the position and responsibilities of being the President of these divisions.”

Sandy says her ongoing goal is to continue to educate clients and position them in the most appropriate investments: “The most satisfying part of my job is educating the clients, and knowing that they are aware of their options. That is what I would want for my own parents.”

Puritan has a full range of brokerage services. This allows them to invest the client’s money into the market with various investment instruments, as well as maintain safety when appropriate. “There’s very little that we can’t do here compared to other brokerage services that are out there,” says McDonald, “Our clientele is unique, in that we deal mostly with the senior market. They count on us to take care of them and the assets they have worked a lifetime to accumulate. We really get to know them and their needs before making recommendations.

McIntyre knows the new President of Brokerage Services and Investment Advisors will do very well. He says, “Sandy takes our clients’ well-being and risk needs very seriously. Because of that and her experience, she’ll continue bringing great value to our 50,000 clients and 14 district offices across America.”

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Barry Rogers
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