Griffin is on the the team of regional business development leaders that support financial advisers and TPA partners on all facets of retirement plan design, proposal and sales support.
Griffin has more than 15 years of experience working with advisers and third-party administrators from positions with ASPire, ExpertPlan, State Street and Merrill Lynch. The firm’s regional sales consultants provide field support for retirement plan-focused financial advisers. They produce educational events, partner on plan design, coordinate proposal support and are speakers on topics relevant to industry professionals. Griffin will work with advisers and other July relationship partners on the East Coast from Virginia to Maine.
July Business Services is a retirement plan provider that helps financial advisers and third-party administrators deliver retirement plan strategies.