Steve Purdy, CLU, ChFC
Stephen's expertise, developed from more than 20 years in financial services and twelve years in the Long-Term Care insurance industry, makes him uniquely qualified to assist clients with a broad range of financial planning and long-term care needs.
Outstanding product knowledge, strict ethical conduct and excellent client service have earned Stephen a lifetime membership in the prestigious Million Dollar Round Table. The Round Table's membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Memberships
- Life Member of Million Dollar Round Table
- American Association of LTC Insurance
- Society of Financial Service Professionals
- Albemarle County Life Underwriters
- Association of Health Insurance Advisors
- National Association of Insurance and Financial Advisors
Community Leadership
- Finance Chairman, Mt. Moriah United Methodist Church
Training and Certifications
- CLTC - Certified in Long Term Care
- ChFC - Chartered Financial Consultant
- CLU - Chartered Life Underwriter
- MBA - Rensselaer Polytechnic Institute
- Licensed Securities Representative
- Licensed LTC, Life, Health, Property & Casualty Broker