Westfield, MA—Westfield Financial Management Services at Westfield Bank, a division of Westfield Bank, is pleased to announce that Tom Curtin has joined as an LPL Investment Advisor Representative. Mr. Curtin previously served as Vice President of Institutional Sales at Wellesley Asset Management in Wellesley, Massachusetts.
With more than 25 years of experience in the financial services industry, Mr. Curtin has held several sales management positions with major life insurance companies and has 15 years of experience as a bond trader, portfolio manager, and operations analyst with Aetna and the Knights of Columbus. He is a graduate of Central Connecticut State University with a Bachelor of Science degree in finance. He holds a Chartered Mutual Fund Counselor (CMFC) designation, various FINRA securities registrations, including Series 7 and Series 66 through LPL, and his life insurance license.
Mr. Curtin will be based out of Westfield Bank’s 39 Morgan Road office in West Springfield and will cover the Bank’s branch offices in Holyoke, South Hadley, Springfield (Tower Square) and West Springfield (39 Morgan Road and 206 Park Street).
About Westfield Financial Management Services at Westfield Bank
Westfield Financial Management Services (WFMS) is a division of Westfield Bank and offers investment, insurance, education, retirement and business planning solutions for clients via LPLFinancial, the nation’s largest independent broker/dealer as reported in Financial Planning Magazine June 1996-2016, based on total revenue. Westfield Financial Management Services at Westfield Bank and Westfield Bank are not registered Brokers/Dealers and are not affiliated with LPL Financial.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Westfield Bank deposits and are not FDIC insured. These products are not obligations of the Westfield Bank and are not endorsed, recommended or guaranteed by Westfield Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Westfield Bank and Westfield Financial Management Services at Westfield Bank are not registered broker/dealers and are separate entities from LPL Financial.