Brian Roos Promoted to AVP – Investments

LOM Financial (Bermuda) Ltd. is pleased to announce the promotion of Brian Roos to Assistant Vice-President of Investments. Brian joined LOM in 2013 and has enjoyed four years as an accomplished Financial Advisor. Since joining LOM, Brian has a proven track record of high client retention and continues to demonstrate a vast working knowledge of the unique financial and wealth management options available to our clientele. He continually brings fresh ideas to the table and the value that he places on the customisation of financial solutions has resulted in a very happy group of clients.

Commenting on his promotion, Brian said, “I am fortunate to have found my place at LOM, where our main asset is the diverse group of diligent and talented professionals that make up our team.”

With Brian as AVP of Investments, LOM looks forward to continued growth in 2017.

Sales Manager, Mike Greaves, said “It’s great to see hard work payoff and Brian has become a highly-valued member of our team both to his colleagues and more importantly to his clients.”

The information contained in this article is for information purposes only, and represent the views of the author. It is not intended as specific investment or financial advice, or a recommendation or solicitation to buy or sell any security. Any investments or strategies listed in this article may not be suitable for all investors. Past performance is not indicative of future performance, and as with any investment, prices may fluctuate. It is recommended that advice is sought from a qualified investment professional prior to implementing any financial plan. LOM has made every effort to ensure that the contents herein have been compiled from sources believed reliable, however LOM does not warrant the accuracy, adequacy, timeliness, or completeness of this information expressly disclaims liability for errors or omissions in this information.