Leonard Joins True North Financial Services Team
Shawn M. Leonard has joined True North Financial Services as a Financial Advisor, according to an announcement by Rob Abel, President.
As a Financial Advisor, Leonard will be responsible for managing investment portfolios for individuals, businesses, and not-for-profit organizations. Leonard has years of experience in the investment industry.
Over the past decade, Leonard has focused on preserving wealth and increasing the value of managed portfolios in spite of a very challenging investment climate. He has earned nationwide recognition for identifying winning strategies and working closely with each of his clients to achieve their financial goals.
Stated Abel, “I am extremely excited to have Shawn Leonard join the True North Financial Services team. His knowledge of our industry and commitment to taking care of his clients is very evident based on his success over the past decade. Shawn has built an impressive track record by providing outstanding strategies and services to his clients across the country, and I know he now looks forward to growing his presence locally.”
Leonard holds a Bachelor’s Degree in Business Administration from Keene State College in Keene, New Hampshire. He has achieved notable success as President of Wealth Management Services at Garrison Financial Corporation in Hilton Head, South Carolina, where he constructed portfolios and implemented wealth management solutions for private clients and financial advisors across the country. Leonard holds the FINRA Series 7, 65, and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network. Both Leonard and his wife, Erin, are natives of Southern Vermont.
True North Financial Services, a division of Hoosac Bank, offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. MountainOne Financial Partners, a mutual holding company headquartered in North Adams, has combined assets of over $800 million and over 220 employees as of December 31, 2011. Hoosac Bank, Williamstown Savings Bank, and South Coastal Bank provide a broad range of banking services for personal and business customers. Hoosac Bank, established in 1848, has offices in North Adams and Williamstown as well as a lending office in Pittsfield; Williamstown Savings Bank, founded in 1892, has an office in Williamstown and a mortgage office in Bennington, VT; and, South Coastal Bank, founded in 1868, has offices in Rockland, Scituate, and Quincy. Coakley, Pierpan, Dolan & Collins Insurance Agency, founded in 1927, and one of largest property and casualty insurance agencies in Western Massachusetts, serves personal and business customers through offices in North Adams, Adams, Williamstown, and Pittsfield. Founded in 1867 with an office in Pittsfield, is Stevenson & Co., a division of Coakley, Pierpan, Dolan & Collins Insurance Agency. True North Insurance Agency, established in 1997, provides group health, life, and disability insurance through offices in North Adams, Williamstown, and Pittsfield.