Sam Philbrook, CLF

Sam Philbrook, CLF

Boston, Massachusetts, United States
16K followers 500+ connections

About

As a Managing Director at Commonwealth Financial Group (CFG), I lead and mentor a dynamic…

Activity

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Experience

Education

  • Norwich University Graphic

    Norwich University

    The oldest Private Senior Military College in the nation with two centuries of military tradition and a broad range of undergraduate degrees. Founded in 1819, Norwich is known as the nations birth place of the Reserve Officer Training Corps (ROTC).

    Norwich University Senior Honor Committee
    Regimental Community Athletic Liaison Officer
    Norwich University Entrepreneur Club
    Norwich University Baseball (Captain JR & SR seasons)
    Student Athletic Advisory Committee
    Army…

    The oldest Private Senior Military College in the nation with two centuries of military tradition and a broad range of undergraduate degrees. Founded in 1819, Norwich is known as the nations birth place of the Reserve Officer Training Corps (ROTC).

    Norwich University Senior Honor Committee
    Regimental Community Athletic Liaison Officer
    Norwich University Entrepreneur Club
    Norwich University Baseball (Captain JR & SR seasons)
    Student Athletic Advisory Committee
    Army ROTC
    Norwich University Corps of Cadets

  • Activities and Societies: Varsity Baseball (3 Years), Conference Champions (2 years), State Appearances (2 years), All State Baseball Honors (2 years), 1st Team State Baseball Honors (1 year),

Licenses & Certifications

Volunteer Experience

  • Norwich University Graphic

    Member of the Board

    Norwich University

    - 5 years

    Education

    Elected to serve on the Board of Alumni.

  • Friends of Jack Foundation Graphic

    Member of the Board of Advisors

    Friends of Jack Foundation

    - Present 2 years

    The Friends of Jack Foundation is a 501(c)3 that operates predominantly on the SouthCoast of Massachusetts. Our mission is to provide and support overlooked programs that enhance the physical, mental and emotional health and well-being of children across this region.

  • Finseca Graphic

    Member

    Finseca

    - Present 4 years

    Economic Empowerment

    To advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work our members do to provide financial and retirement security for the individuals, families, and businesses they serve.

Honors & Awards

  • NAIFA Massachusetts 4 under 40

    NAIFA Massachusetts

    For being one of the four fastest growing Financial Planners in Massachusetts under 40 years old.

  • Million Dollar Round Table (MDRT)

    Million Dollar Round Table

    MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services…

    MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

  • 2017 Leaders

    MassMutual

  • 2016 Leaders

    MassMutual

  • NAIFA - Vermont New Advisor of the Year Award

    National Association of Insurance and Financial Advisors (NAIFA)

    "For outstanding achievement as the leading new advisor in the State of Vermont"

  • 2015 Leaders

    MassMutual

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