LUDLOW- PV Financial Group’s ever-growing team welcomed Client Relationship Managers, Tiffany Lyman and Jordan Lashway,…
LUDLOW- Recently, PV Financial Group has had some new faces join its family! PV welcomed Antonio Bastos as Retirement Plan Coordinator and Andrea Santos as Digital Marketing Specialist. Both will be working in PV’s main office located in Ludlow.
Upon graduating from Nichols College in Dudley, Massachusetts, with a Bachelor’s Degree in Business Management, Bastos accepted a job with MassMutual Retirement Services. During his five years with the company, he represented and sold MassMutual’s qualified retirement plan platform to small and mid-sized businesses. Bastos also obtained his Series 6 and Series 63 licenses while gaining beneficial knowledge and experience with qualified retirement plans.
At PV Financial, Bastos’s role is to manage all the Qualified Retirement Plan clients. From day-to-day servicing to fielding all inquiries from retirement plan participants and plan trustees. He will also maintain relationships with retirement plan providers in the industry. Other responsibilities will include staying connected and up-to-date on new products, services, and ERISA compliance regulations so he can properly and confidently serve PV Financial’s retirement plan clients and participants.
“By having Tony join the team at PV Financial, we have committed to the qualified retirement plan marketplace. As many local financial firms have been exiting this business, Tony will be able to fill the void and offer professional guidance to companies looking for quality advice for their retirement plans,” says Edward Sokolowski, PV’s Managing Partner.
Andrea Santos graduated from Holyoke Community College with an Associate’s Degree in Business Administration, as well as from Elms College with a Bachelor’s Degree in Business Management and Marketing. Upon graduating from Elms College, Santos accepted a job at Northwestern Mutual. During her four years with the company, she held the position of Director of Client Services where she was responsible for the oversight of new business insurance applications and investment accounts, as well as insurance underwriting correspondence. She also worked with clients directly on account inquiries and led the office’s marketing efforts.
At PV Financial, Santos will be the Digital Marketing Specialist. She will be the first point of contact for new and current clients who are a part of PV Financial’s new program, PV Navigator. Other responsibilities include maintaining the program’s website and social media accounts, staying up to date with the services provided within the program, maintaining relationships with the program’s clients, and assisting the advisors with outreach.
“Having Andrea join our team is a major step in the future success of PV Financial,” says Edward Sokolowski. “Andrea’s talents in social media and client relationships will be a cornerstone to our newly launched investment program, PV Navigator. I look forward to the energy and focus Andrea will bring to our firm and the positive impact she will have on our clients.”
For more information on PV Financial Group and its commitment to creating lasting legacies, visit www.pvfinancial.com or call (413) 589-1500. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment advisor. 535 East Street Ludlow MA 01056. Investments are not NCUA insured, are not guaranteed by the financial institution, and are subject to risks, including possible loss of the principal invested.