Puritan Financial adds Russell Jeanis to their Wealth Management Team
January 25, 2010 (PRLEAP.COM) Business News
Puritan Financial Companies, Inc. announced recently that Russell Jeanis will be joining the Puritan Wealth Management Group. Russell joined Puritan Wealth Management Group as an Investment Advisor after spending two years running his own financial advising business and four years in the Aerospace industry. He has a deep commitment to delivering an enhanced client experience through ongoing communication and education.Russell's practice is focused on clients who have the desire to establish long-term financial and investment relationships base on planning, communication, and trust.
Russell is a graduate of Texas A&M University where he received his degree in History, with a minor in Business. He is also finalizing educational requirements to earn his Certified Financial Planner designation by the Certified Financial Planner Board of Standards, Inc. Russell holds his Series 7, 66, and Group One- Life and Health Insurance licenses.
Russell will be servicing clients in the North 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.