New Partner Named at Balance Rock Investment Group| 01:07PM / Friday, February 15, 2019 | |
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PITTSFIELD, Mass. — After closing out a year of momentous occasions, including the firm's 20th anniversary and move to its new office space on South Street in Pittsfield, Balance Rock Investment Group has announced the promotion of longtime adviser Jonathan Meczywor to vice president.
Meczywor is part of a team that includes two financial advisers and five support staff dedicated to providing an array of financial products and services that best serve their clients' needs. While continuing his work as an advisor, Meczywor will take a leadership role in planning and implementing strategies for the future growth of the firm, including hiring new team members to work with a growing client base.
Meczywor, who has over 12 years of industry experience, has been an adviser with Balance Rock since 2008. He specializes in retirement income planning, asset management, qualified retirement plans, and developing education savings strategies. After attending the University of Maine, he went on to earn his degree in Business Administration from Westfield State College.
He holds his FINRA Series 7 & 66 Securities registrations with LPL Financial along with his Health and Life insurance licenses. In 2012, he earned his Professional Plan Consultant Designation from Robert Morris University, allowing him to serve as an investment fiduciary on his clients' 401(k) plans. Meczywor was named to LPL’s Freedom Club in 2017 and 2018, a distinction based on an annual production ranking of the approximately 16,000 registered LPL advisors nationwide.
"We couldn't be happier to have Jon step into the role of vice president," said Dave Milligan, president of Balance Rock Investment Group. "He has an incredible commitment to our clients, taking an individualized approach that starts with identifying the values, priorities, and goals that are most meaningful to them. This type of tailored approach has been an integral piece of our firm’s incredible growth, and Jon’s commitment will allow us to continue and enhance our efforts in providing the highest level of service possible to our growing base of trusted clients."
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