04.10.2009
McKeon Earns CFP® Certification
Pittsfield, Mass. – Thomas McKeon, a local investment executive with Legacy Portfolio Management (LPM), and Infinex Investments, Inc has obtained his Certified Financial Planner™ certification. CFP® certification identifies to the public financial planning professionals who have passed the comprehensive CFP® Certification Examination, met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
John Meyer, a senior vice president of LPM, the investment management and trust services division of Legacy Banks, congratulated McKeon on his success saying, “This is a wonderful accomplishment for Tom and for Legacy as it further demonstrates our ability to offer clients access to sound financial planning practices.”
In his role as Senior Investment Executive, McKeon provides financial planning services as well as investment and insurance products to a growing contingent of Legacy Banks’ customers with a need for non-traditional banking services. The bank offers customers access to a full menu of investment and insurance options through Infinex Investments, Inc. including mutual funds, annuities, retirement plans, and life, disability, and long-term care insurance. McKeon joined Legacy in 2006 with more than 15 years of financial experience.
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are NOT insured by the FDIC or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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