Clear Mountain Investments Hires Knight as LPL Financial Advisor
Posted on: December 1st, 2017
Clear Mountain Investments, a division of Clear Mountain Bank, has hired Colleen R. Knight as a LPL Financial Advisor, through a partnership relationship with LPL Financial (LPL).
In her position, Knight will provide prudent financial guidance, advice and strategies to clients interested in various financial products such as Annuities, Estate Planning, Insurance, Mutual Funds, Retirement Plans (IRA’s), Stocks and Education Savings.
Knight brings to Clear Mountain Bank more than 18 years of experience in the financial industry, and most recently served as Client Relationship Consultant for a major financial services firm. She also has prior banking experience in many capacities, including Retail Services Officer, Banking Office Manager, and Regional Sales Officer.
She has series 7 and 66 licenses held through LPL Financial, as well as life and health insurance licenses, which allow her to assist clients with a wide array of financial products and services. Knight resides in Morgantown and attended Salem Community College in NJ and West Virginia University.
She has been active with many organizations in the community including Habitat for Humanity, United Way of Monongalia and Preston Counties, Woman’s Works, and is a graduate of Leadership Monongalia Class of 2013.
“We are very excited to have Colleen as part of our team of financial professionals at Clear Mountain Investments,” said David M. Thomas, president & CEO of Clear Mountain Bank. “Her extensive knowledge and background in investments and financial planning will greatly benefit our clients as well as our company.”
Knight can be reached at Clear Mountain Investments Pierpont office at 102 Venture Drive in Morgantown, WV or by phone at 304.292.7372 or email firstname.lastname@example.org.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Clear Mountain Bank deposits and are not FDIC insured. These products are not obligations of Clear Mountain Bank and are not endorsed, recommended or guaranteed by Clear Mountain Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Clear Mountain Bank and Clear Mountain Investments are not registered broker/dealers and are not affiliated with LPL Financial.