Yesterday, on WARL 1320, we had a great conversation with these two groups, one well established international, the other new and, right now, local, on sustainable investing. When you get a chance, go to Blog Talk Radio, get on the Renewable Now channel, and listen to a great show.
For more on Calvert Investments, visit their site at: http://www.calvert.com/
Also, contact their representative, who helped us invest in Calvert, as we like to put our money where our mouth is, at:
PROFESSIONAL STAFF
| Katie Ranney | (401) 278-7054 | Reg Senior Client Associate |
PROFESSIONAL PROFILE
Thomas Sheehan
Financial Advisor
Senior Vice President-Investments
The focus of our business is providing for our clients and their families the sound financial advice that they require through constant communication and personal service.
We work primarily with corporate executives and business owners along with their accountants, attorneys and other essential partners to understand their unique needs in growing and preserving wealth. The open architecture platform we have at Merrill Lynch allows us to provide customized strategies and continuous supervision to ensure that all of our clients’ goals are recognized and achieved. Our internal and external partnerships allow us to deliver the highest quality investment research along with superior technology to provide the best of services and solutions in every instance.
We do all of this efficiently and effectively such, that each of our clients would be proud to recommend us to their family and friends.
Financial Advisor
Senior Vice President-Investments
The focus of our business is providing for our clients and their families the sound financial advice that they require through constant communication and personal service.
We work primarily with corporate executives and business owners along with their accountants, attorneys and other essential partners to understand their unique needs in growing and preserving wealth. The open architecture platform we have at Merrill Lynch allows us to provide customized strategies and continuous supervision to ensure that all of our clients’ goals are recognized and achieved. Our internal and external partnerships allow us to deliver the highest quality investment research along with superior technology to provide the best of services and solutions in every instance.
We do all of this efficiently and effectively such, that each of our clients would be proud to recommend us to their family and friends.
We will have more on the Clean Energy Development Fund this week.
No comments:
Post a Comment