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Canby Financial Advisors Names Flaherty Relationship Manager

Flaherty promoted; will provide financial planning, investment management and retirement plan services to Canby Financial clients

 
 
Michael Flaherty
Michael Flaherty
PRLog - Nov. 27, 2012 - FRAMINGHAM, Mass., Nov. 27, 2012 – Canby Financial Advisors, LLC. a Registered Investment Adviser, announced today that Michael Flaherty of West Roxbury has been promoted to the position of Relationship Manager.

Flaherty joined Canby Financial in 2008.  In his new position, he will be responsible for providing financial planning, investment management and retirement plan services to individuals, families and business owners.

Before joining Canby Financial, Flaherty was a Defined Contribution Account Manager with ING Financial Advisers in Waltham.  He also served in a similar position for The Copeland Companies in Needham and was a Custody Accountant for Investors Bank & Trust in Boston.

He earned his bachelor’s degree from Saint Anselm College in Manchester, N.H.  He is a CERTIFIED FINANCIAL PLANNER™ professional, and has earned his Series 7 registration (held through Commonwealth Financial Network®), as well as his life and health insurance license.  Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Photo:
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Source:Canby Financial Advisors, LLC
Country:United States
Industry:Investment, Finance
Tags:financial advisor, financial planning, investment management
Shortcut:prlog.org/12031764
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