Page 18 - BusinessWest May 12, 2021

PV Financial Announces Two Additions to Team
PV Financial Group recently welcomed two new members to its team — Antonio Bastos as retirement plan coordinator
and Andrea Santos as digital marketing spe- cialist. Both will be working in PV’s main office located in Ludlow.
Upon graduating from Nichols College in Dudley with a bachelor’s degree in Business Management, Bastos accepted a job with Mass- Mutual Retirement Services. During his five years with the company, he represented and sold
was responsible for the oversight of new business insurance applications and investment accounts, as well as insurance underwriting correspon- dence. She also worked with clients directly on account inquiries and led the office’s marketing efforts.
MassMutual’s qualified retire- ment plan plat- form to small and mid-sized businesses. Bas- tos also obtained his Series 6 and Series 63 licenses while gaining beneficial knowl- edge and experi- ence with quali- fied retirement plans.
At PV Financial, Bastos’s role
the qualified retirement plan clients, from day- to-day servicing to fielding all inquiries from retirement plan participants and plan trust- ees. He will also maintain relationships with retirement-plan providers in the industry. Other responsibilities will include staying connected
ANTONIO BASTOS
ANDREA SANTOS
“Andrea’s talents
“By having Tony join the team at PV Financial, we have committed to the qualified retirement plan marketplace.”
and up-to-date on new products, services, and ERISA compliance regulations so he can properly and confidently serve PV Financial’s retirement plan clients and participants.
“By having Tony join the team at PV Financial, we have committed to the qualified retirement plan marketplace,” said Edward Sokolowski, PV’s managing partner. “As many local financial firms have been exiting this business, Tony will be able to fill the void and offer professional guidance
to companies looking for quality advice for their retirement plans.”
Santos graduated from Holyoke Community College with an associate’s degree in Business Administration, as well as from Elms College with a bachelor’s degree in Business Management and Marketing. Upon graduating from Elms, Santos accepted a job at Northwestern Mutual. During her four years with the company, she held the position of director of Client Services, where she
in social media and
At PV Financial, Santos will be the digital marketing specialist. She will be the first point of contact for new and current clients who are a part of PV Financial’s
new program, PV Navi-
gator. Other responsi-
bilities include main-
taining the program’s
website and social
media accounts, staying
up to date with the ser-
vices provided within
the program, maintain-
ing relationships with
the program’s clients,
and assisting the advi-
sors with outreach.
client relationships
will be a cornerstone
to our newly launched
investment program,
”
PV Navigator.
is to manage all
“Having Andrea join
our team is a major
step in the future suc-
cess of PV Financial,” said Sokolowski. “Andrea’s talents in social media and client relationships will be a cornerstone to our newly launched investment program, PV Navigator. I look for- ward to the energy and focus Andrea will bring to our firm and the positive impact she will have on our clients.” u
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