Kevin Merchant, President and CEO of Jewett City Savings Bank, announced today that Raymond Perry, a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), has joined Infinex Financial Group located at Jewett City Savings Bank. A resident of Coventry, RI, Perry brings nearly 50 years of experience in financial services to Jewett City Savings Bank.
Prior to moving to the Infinex Financial Group located at Jewett City Savings Bank, Perry worked as a financial consultant for Infinex Financial Group located at Putnam Bank where he helped individuals and small business owners with financial planning and portfolio management. He also spent three decades as the Director of the Metropolitan Life Financial Services office in Warwick, RI.
He holds a Bachelor of Science from the University of Rhode Island and earned his CLU and ChFC in Finance and Financial Management Services from The American College. He is also a ten-time winner of the financial industry’s Five Star Wealth Manager Award.
“We’re delighted to welcome Ray to Jewett City Savings Bank. He brings a wealth of experience and strong client relationships to our investment services program,” said Merchant.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.