Wednesday, October 1, 2014
North Adams, MA – Lisa Cunningham has joined True North as a Financial Advisor, according to an announcement by Rob Abel, True North President.
Noted Abel, “Lisa is a very talented professional who started her career in Boston and has chosen to return to the Berkshires to continue her career growth. We are all very excited to welcome Lisa to the True North and MountainOne team.”
Prior to joining True North, Cunningham worked in Waltham MA as a wealth planner for high net worth families. She is a CFP® practitioner and has experience in all areas of financial planning, including tax, estate, life insurance, and cash flow planning. She will be located in True North’s Williamstown office.
Cunningham holds a Bachelor of Arts degree from Assumption College and a Master of Science in Financial Planning degree from Bentley University. Originally from Clarksburg, she is active in the local community, where she serves as a board member for PopCares and the Whitney Girls Basketball League; as a volunteer tax preparer for the Massachusetts National Guard Free Income Tax Assistance Program; and as a volunteer financial planner in the Pro Bono Military Program through the Massachusetts Chapter of the Financial Planning Association. Cunningham lives in North Adams.
About True North Financial
True North Financial is a division of MountainOne Bank, and has been providing individuals and organizations with financial guidance since 1997. Located at 795 Main Street in Williamstown; 85 Main Street in North Adams; and 111 Silver Lake Boulevard in Pittsfield, the advisors of True North pride themselves on crafting unique strategies for each client.
MountainOne Financial is a mutual holding company headquartered in North Adams, MA. MountainOne Bank is a subsidiary of MountainOne Financial, and includes the following divisions: Coakley, Pierpan, Dolan & Collins Insurance; Stevenson & Co. Insurance; True North Insurance; and True North Financial (financial professionals offering securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser). Founded in 1848, MountainOne Bank has assets of over $775 million and provides a broad range of banking services to personal and enterprise customers. MountainOne Bank has full service offices serving the Berkshires and Boston South, with a mortgage office in Danvers serving Boston North.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.