MountainOne Investments Appoints Financial Adviser| 11:51AM / Friday, March 30, 2018 | |
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PITTSFIELD, Mass. — Tom McKeon has joined MountainOne Investments as a financial adviser
"Tom's experience working with clients in central and southern Berkshire County, coupled with his expertise in financial planning, complements our well-established financial planning and investment management presence in northern Berkshire County," said Lynn Sullivan, president of MountainOne Investments. "We really look forward to rounding out the suite of financial services we offer at MountainOne's Pittsfield office."
McKeon has served investment clients throughout Berkshire County and beyond for nearly 10 years. He is a certified financial planner practitioner and holds the Chartered Financial Consultant and Chartered Life Underwriter designations.
McKeon earned a bachelor of science degree from the University of Massachusetts at Lowell and holds the FINRA Series 7, 24, 63, and 66 registrations through Commonwealth Financial Network. He lives in Pittsfield with his family and is active in the local community.
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