Broker Check

Blog

Wednesday, August 16, 2023

We would like to welcome Jan Walker and her family to Pilot Financial!

Friday, July 8, 2022

We here at Pilot Financial would like to extend our congratulations to all our qualifiers of the LFN 2022 Elite Escape Convention. After a long and difficult few years due to the COVID-19 Pandemic, we were happy to finally get together...

Wednesday, March 16, 2022

We would like to welcome David Ferland and his wife Ramona to Pilot Financial. David has been working as a Financial Representative since 2005. David and Ramona reside in York, Maine and have offices in York and Rumford, Maine. David...

Tuesday, December 14, 2021

Pilot Financial would like to welcome our newest member, Stephanie Demetrelis. Stephanie comes to us from Wells Fargo, where she worked as a Licensed Personal Banker. She also worked with Lincoln Financial before transitioning into the...

Monday, November 22, 2021

Our Staff Spotlight this week shines on Dottie Precious. Dottie is one of Pilot Financial’s Life Brokerage Case Managers and she just celebrated her three-year anniversary with Pilot Financial. Dottie and her family moved from...

Show All

Friday, July 30, 2021

Our Advisor Spotlight today is Myra Slaybaugh, MSM, CFP, CHFC, CLF. Myra officially began her financial career in 2006 after proudly serving in the US Army as an Air Defense Artillery Officer. Myra’s goal was to find a career...

Thursday, April 15, 2021

Staff Spotlight: Today’s Staff Spotlight shines on Mitzi Vernon, ACS, our wonderful Customer Relations and Licensing Manager at Pilot Financial. Mitzi is a Summerfield native, and attended college at Guilford Tech, where...

Friday, March 5, 2021

Pilot Financial + RDFS: What Does This Mean for You?As we left 2020 behind, many of us were ready to embrace some big changes - and while some of those changes have been slow in coming, good things have been happening here at Pilot...

Friday, March 5, 2021

Your Questions Answered: The Pilot Financial Merger FAQ1. What factors were considered when deciding to merge the two organizations?We took a deliberate approach to this merger – with our financial professionals and clients at...