Sam Philbrook Recognized as NAIFA AdvisorToday's 4 under 40 Award Recipient
The award recognizes NAIFA members who achieve remarkable professional success
Boston, MA, August 30, 2023 – Sam Philbrook, Managing Director at Commonwealth Financial Group, is recognized by the National Association of Insurance and Financial Advisors (NAIFA) as a recipient of the 2023 AdvisorToday's 4 Under 40. Every year, AdvisorToday magazine honors four financial advisors for their accelerated excellence and professional success. These individuals effectively balance their work and home lives, are actively involved in their communities, and help their clients secure sound financial futures.
Sam transitioned to a career in the financial services industry once he completed his active-duty time as a United States Army Infantry Officer. He was drawn by the opportunity to make a positive impact on individuals and communities.
Driven by a passion for mentorship, Sam took on a leadership role within CFG, where he is responsible for coaching and developing new financial advisors. "Seeing the meaningful difference I could make in my clients' lives inspired me to help more advisors do the same," said Sam Philbrook, Managing Director. “I now proudly get to continue to grow my practice while developing advisors”.
Sam's commitment to making a difference extends beyond his professional life. In 2021, while he was deployed to the Middle East for an 11-month deployment, he played a significant role in raising awareness and providing aid to displaced families in Afghanistan. His call to action resulted in over $84,000 worth of donations and essential supplies reaching those in need. Sam's dedication to social causes led him then to join the Friends of Jack Board in 2022, focusing on supporting underprivileged youth in his local community. In his free time, Sam enjoys traveling with his family, reading, as well as playing golf, baseball, and football.
This year’s recipients were honored at the NAIFA Massachusetts 4 Under 40 event at Jack's Abby in Framingham, MA, on September 20th.
About Commonwealth Financial Group
At Commonwealth Financial Group (CFG), we provide comprehensive financial planning services to bridge the gap between individuals & businesses and their aptitude. Our experienced team of Financial Planners is committed to personalized advice and building long-term relationships based on trust, integrity, and transparency.
About NAIFA
The National Association of Insurance and Financial Advisors advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members. The association protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
Sam Philbrook Domiciled in MA; CA Insurance License #0K72865
This award has been awarded by AdvisorToday on September 20, 2023, for the following period: August 31, 2022 – August 31, 2023. A fee of $40 was paid to be considered for this award.
Securities, investment advisory services and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389. CRN202609-4960511