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Puritan Financial adds Larry Miller to wealth management team


Puritan Financial has appointed Larry Miller to its wealth management group.

Prior to joining TIAA-CREF in late 2007, Miller held a variety of leadership positions at Fidelity Investments dating back to 1993.

Most recently, as vice president, regional planning consultant, he realised a 20 per cent year-over-year increase in the sale of life and money management products and an 82 per cent increase in mutual fund sales.

As an insurance wholesaler for Fidelity, he was responsible for training and motivating financial planning consultants and private client account executives on all of Fidelity Investments Life Insurance’s products and services.

In his other positions at Fidelity Investments, including national director of life insurance sales, he was directly involved with business process redesign, new product launches, and the establishment of new sales groups across the country.

Miller will be assisting clients in the South Texas area.

Puritan Financial is a provider of financial solutions for clients beginning in their peak earning years and continuing through retirement, helping them to accumulate, protect and transfer wealth.

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