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Follow on Google News | Puritan Financial Companies promotes Todd RabalaisPuritan Financial Companies, Inc. announced recently that team member Todd Rabalais is being promoted to Vice President of Sales for the Puritan Wealth Management Group.
By: Puritan Financial Companies Todd began his Insurance Career with New York Life in 1995 and has continued to be a top performer since that time. He joined the Puritan team in 2006 and has received numerous accolades including Agent of the Year, District Manager of the Year and Most Valuable Player. “Todd is a top producer and a great manager. This move will allow us to expand the reach of our Wealth Management services to more of our existing clients and their loved ones” said Matthew McIntyre, CEO of Puritan Financial Companies, Inc. 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" 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. # # # 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. End
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