Orleans, MA – Cape Cod 5 recently welcomed Sam Watson to the team in the role of Investment Executive representing Infinex Investments, Inc. Watson brings with him six years of experience in the financial services industry.
“Sam is an experienced financial advisor with a proven track record for providing customers with quality guidance throughout their financial journeys,” said Dorothy A. Savarese, President and CEO of Cape Cod 5. “We are very pleased to have Sam on board.”
Prior to joining Cape Cod 5, Watson served as a Financial Consultant Officer in Investment Services at a national bank, providing financial planning, investment and risk management services to clients while growing the bank’s customer portfolio.
Watson earned a Bachelor of Science degree in Financial Management from Salve Regina University and holds several professional designations, including Certified Retirement Counselor. He also holds FINRA series 7, 63 and 65 registrations and a Life, Accident and Health Insurance license. As an active member of the community, he served as President of both the Mystic Seaport Chapter of Business Networking International and the Salve Regina Student Government Association. Watson is a Cape Cod native and a graduate of the former Chatham High School.
Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Cape Cod 5 Investment Services is a trade name of the Bank. Infinex and the Bank are not affiliated.
About Cape Cod 5
Founded in 1855, Cape Cod 5 is an independent state-chartered savings bank with over $3.3 billion in assets. Through its 24 offices, Cape Cod 5 offers a broad range of financial products and services to customers living on Cape Cod, Martha’s Vineyard, Nantucket and in Southeastern Massachusetts communities. Services include consumer and commercial banking products; residential mortgages; investment management and trust services. Member FDIC
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