Tom Casey Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships

Mahopac, N.Y. (June 27, 2017) – Tom Casey of the financial services firm Edward Jones in Mahopac recently won the firm’s Ted Jones Entrepreneurial Award for hisexceptional achievement in building client relationships.

“The success of Tom hinges on his ability to know and understand the financial needs and goals of his clients, long-term individual investors,” said Jim Weddle, the firm’s managing partner. “Our clients most appreciate recommendations tailored to their situations and the high level of personal service Tom provides.”

“It’s truly an honor to be recognized for building relationships with those clients we serve,” said Casey. “And it is also quite inspirational to receive an award named after a firm legend such as Ted Jones who was so innovative and recognized the need for quality financial advice for long-term individual investors.”

Casey was one of 831 of the firm’s more than 15,000 financial advisors to receive the Ted Jones Entrepreneurial Award.

The award is named after Ted Jones, the son of the firm’s founder. He became the firm’s 18th financial advisor in 1948 and served as managing partner from 1960 to 1980. Ted Jones saw the opportunity to serve individual investors in communities across the country and designed the one-financial advisor branch business model. He valued the concept of partnership so much so that he provided ownership opportunities for associates to share in the firm’s success, a practice still alive today.

Lawley Expands Employee Benefits Presence Across New York Through Partnership with MAC Creative Plan Solutions

Regional commercial insurance, personal insurance, employee benefits and risk management broker adds dedicated employee benefits team of five to service tri-state region companies.

Mahopac, N.Y. (June  15th, 2017) – Lawley, one of the largest independent insurance brokers in the United States according to Business Insurance, expanded its presence in New York, New Jersey and Connecticut with the partnership of employee benefits broker MAC Creative Plan Solutions, located in Mahopac, NY. The new relationship, which became effective June 1, will create Lawley’s tenth branch across the tri-state area and will formally operate under the Lawley brand.

MAC Creative Plan Solutions, which was founded in 2001, specializes in employee benefits and custom employee communications. In addition to this new Mahopac, NY branch, Lawley has offices in Darien, CT, Florham Park, NJ, Purchase, NY and Melville, NY, circling the New York City market.

“We are excited to grow our business around the New York City market by partnering with the experienced team from MAC Creative Plan Solutions,” said TJ Revelas, employee benefits managing partner of Lawley. “We look forward to extending the many insurance and employee benefits options we offer in the New York, New Jersey and Connecticut markets.”

“We can now offer our clients a wider range of products and services with the experienced team Lawley has built,” said Marj Ciucci, owner of MAC Creative Plan Solutions. “Our customers now have the support of 375 employees who bring a wide range of specialties.”

“I am eager to bring our expertise protecting customers across Putnam County to the growing Lawley insurance team. Partnering with a Top 100 Agency and having access to all of the resources a large, regional broker can bring will help us service our current and future clients better,” said Ciucci. “There is a great opportunity in leveraging the growth of Lawley in the tri-state area and now being able to offer more products and services in our region.”

Kids’ Day at Putnam Hospital Center – May 20, 2017

Putnam Hospital Center is very pleased to bring the Kid’s Day festivities back to the community! This exciting family event will take place on the Hospital grounds from 12:00 – 4:00 p.m. on Saturday May, 20.

Kids’ Day brings families together while providing fun and educational activities that promote good health and foster connections through fitness, sports, fun and healthy habits. I hope that you will consider participating in this family-friendly, local event. Your support will help to ensure that Kids’ Day continues to be memorable experience for families in Putnam County and your gift will support all of the incredible work done at Putnam Hospital Center each and every day in providing top-flight patient care.