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Incorporating Wealth Adviser from 2023

Puritan adds Cheryl Banner to wealth management team

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Puritan Financial has added Cheryl Banner to its wealth management group.

Banner has spent the previous two years as a review agent with Puritan Financial and brings 18 years of insurance experience to her new position.

Prior to entering the financial planning profession she was as a management consultant. For six years she created and implemented corporate strategies designed to improve performance and revenue for Fortune 500 companies.

Banner will be responsible for addressing the financial needs of individual clients and their families.

"It is my desire to provide top rate financial advice and service to all my clients and their families," says Banner.

She will be servicing clients that reside in the Tennessee area.

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