Jack Putnam
Responsibilities
Jack works with individuals, families and businesses to create personalized financial plans that support their long-term goals. He helps clients understand their options, evaluate investment strategies and make informed decisions with confidence.
Experience
Jack brings seven years of financial advisory experience to NHTrust. He began his career with Merrill Lynch while attending college and later joined the firm’s Rockefeller Center office in New York City. His background includes financial planning, investment strategies, portfolio management, market analysis, risk assessment and client relationship management. Most recently, he served as a Financial Advisor with Edward Jones and as a Service Financial Advisor with Terra Firma Financial Advisory.
Education
Manhattan College, Bachelor of Science in Economics and Finance
Credentials
- SIE
- FINRA Series 7 General Securities Representative Registration
- FINRA Series 66 Uniform Combined State Law Examination
- Life and Health License
Philosophy
“I believe financial planning should be personal, practical and easy to understand. My goal is to help clients feel confident in their decisions and supported as they work toward what matters most.”
Personal
A New Hampshire native, Jack grew up in Atkinson and now resides in Swanzey. Outside of work, he enjoys spending time on the golf course and with family and friends.
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