NHTrust is pleased to welcome Jack Putnam as a Financial Advisor and Registered Representative of Osaic Institutions, Inc. Based out of Savings Bank of Walpole (SBW) office on 84 Marlborough Street in Keene, Jack will work with individuals, families and businesses to create personalized financial plans to support their long-term goals.
“Jack brings experience and a genuine commitment to helping clients work through complex financial decisions,” said Cydney Shapleigh, President of NHTrust. “His client-first approach and New Hampshire roots make him an excellent addition to our team.”
Jack joins NHTrust with seven years of financial advisory experience. He started his career with Merrill Lynch while in college and joined the firm’s Rockefeller Center office in New York City after graduating from Manhattan College with dual bachelor’s degrees in Economics and Finance.
A New Hampshire native, Jack grew up in Atkinson but now resides in Swanzey. Outside of work, you’ll find him on the golf course or spending time with family and friends.
Since 2002, NHTrust Wealth Management and Financial Advisors has been providing coordinated wealth management, financial planning and fiduciary services for individuals, families and organizations across New Hampshire and beyond. Our local team combines disciplined research, clear guidance and steady support to help you understand your options and Plan Confidently. To learn more, call 603.223.2712 or visit nhtrust.com.
NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions 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. Osaic Institutions and NHTrust are not affiliated.
