Atlantic Planning Group Advisors Named to New York Life's Council

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Three financial advisors of Atlantic Planning Group, a firm in Waltham, MA, have been named members of New York Life Council for ranking at the top of New York Life's sales force.

Chris Battersby and Michael Broderick have been named members of the 2017 Chairman’s Council of New York Life. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,000 licensed agents in sales achievement.

Mr. Battersby and Mr. Broderick have been New York Life agents since 1995, and are Atlantic Planning Group’s co-founders.

Chris Battersby received his B.S. in Business Management from Babson College. He is a Certified Financial Planner™ Professional(CFP®), a Chartered Life Underwriter (CLU®), a Chartered Advisor in Philanthropy (CAP®), received a Master of Science in Financial Services (MSFS) degree from the American College, is a Chartered Financial Consultant (CHFC®), and most recently obtained his Retirement Income Certified Professional (RICP®). Chris is a member of the National Association of Estate Planners & Councils, National Association of Insurance and Financial Advisors, and the Boston Estate Planning Council.

Michael Broderick is a Certified Financial Planner™ Professional(CFP®), a Chartered Life Underwriter(CLU®), a Chartered Financial Consultant(CHFC®), a Chartered Advisor in Philanthropy(CAP®) and Retirement Income Certified Professional (RICP®). Michael is also a member of the Financial Planning Association, National Association of Insurance and Financial Advisors, and the Boston Estate Planning Council. Michael received a B.S. degree in Finance from Providence College.

Jason Vanderstreet of Atlantic Planning Group has also been named a member of the 2017 President’s Council of New York Life. Members of the President’s Council are among the top five percent of New York Life’s sales as licensed agents. Mr. Vanderstreet has been a New York Life agent since 2008, and is a Junior Partner of Atlantic Planning Group.

Jason Vanderstreet is an investment advisor representative. He is a member of the National Association of Insurance and Financial Advisors (NAIFA). He graduated from Saint Michael's College, majoring in Business Administration and minoring in Accounting.

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Christopher W. Battersby, Michael F. Broderick and Jason C. Vanderstreet are Registered Representatives offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC, a Licensed Agency, (201 Jones Road, 5th Floor, Waltham, MA 02451, 781-647-4100). Financial Advisers offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Atlantic Planning Group, LLC is not owned or operated by either NYLIFE Securities LLC, Eagle Strategies, LLC or its affiliates.
SMRU 1743533

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