Commonwealth Financial Group
Sam Stone is an accomplished finance professional currently serving as the Agency Supervisory Officer at Commonwealth Financial Group since October 2020. Prior experience includes the role of Client Account Administrator at the same company, and a position as Senior Investor Services Associate at Putnam Investments from June 2019 to October 2020, where notable contributions included becoming a 2019 Client Solution Center Pitch Contest Semifinalist and training new associates. Sam's expertise encompasses mutual funds, retirement plans, and investment strategies. Previous roles also include Float Teller at Institution for Savings and Line Manager at Ipswich River Provisions. Educational qualifications include a Bachelor's degree in Business Administration from Salem State University and an Associate of Science in Business Administration from North Shore Community College.
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Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.