NHTrust Vice President, Financial Advisor, Kimberly Place and Financial Advisor Brandy Mohan Tracking as Top Tier Advisors Nationally
We are pleased to announce that two of our Financial Advisors are tracking in the top tier of advisors nationally. Kimberly Place, Vice President, Financial Advisor and Brandy Mohan, Financial Advisor made the tracking list of the Top 50 advisors in the country year-to-date by Infinex Financial Advisors. Elite Advisor status is granted annually to the top fifty Infinex Financial Advisors nationwide. Currently there are 1,028 advisors in the national standings. Status is placed based on revenue production and good standing for all risk and compliance measurements. Place has held the honor of Infinex Elite Advisor for several years now. Currently Place is ranked #26 and Mohan is #30.
“Both Kim and Brandy have earned the trust of their clients by working closely with them and customizing financial solutions that work best for each client’s financial goals,” said Steve Palmer, NHTrust Senior Vice President, Senior Client Relationship Officer. “They are both assets to our company as well as their clients and have created a team of support so each client always has someone to rely on for questions or needs if one of them is not immediately available. I’m excited to see where each one ends up at the end of the year but have no reason to believe they both won’t be in the Top 50.”
Mohan joined as a Financial Advisor in 2018 works out of our Meredith office. She graduated from SNHU with a BS and has earned her designation as Certified Retirement Counselor® (CRC®). She has volunteered with a number of nonprofits including Concord Hospital’s Rock N’ Race as a participant and the Make A Wish Foundation.
Place, who works out of the Concord office, also joined in 2018 and holds a degree from Champlain College and is a graduate of the American College of Financial Planning. She has earned designations as a Chartered Retirement Planning CounselorSM (CRPC®) and Chartered Financial Consultant (CHFC®). She currently volunteers her time with the United Leukodystrophy Foundation, Concord Hospital’s Rock N Race as a participant and Hunters Hope Foundation
Photos: from the left: Kimberly Place, VP, Financial Advisor and Brandy Mohan, Financial Advisor