Business briefs
Published 7:16 pm Friday, January 25, 2019
Accountant hired
5Point Credit Union President Erik M. Shaw announced that Helen Puckett has joined the credit union as senior accountant.
Puckett graduated from Lamar University with a bachelor’s of business administration in accounting in 2001 and earned a master’s degree in accounting from the University of Phoenix in 2004. She has more than 15 years accounting experience, primarily in the oil and gas industry, in progressive accounting roles.
She lives in Beaumont with her family.
Top adviser
NEDERLAND — Jon Williams, an independent LPL financial adviser in Nederland, has announced his inclusion in LPL’s Freedom Club.
This award is presented to less than 20 percent of the firm’s more than 16,000 financial advisors nationwide; an achievement based on annual production among LPL Advisors only.
“I congratulate Jon on behalf of LPL,” Andy Kalbaugh, LPL managing director and divisional president, said. “We applaud his dedication to clients and his ability to nurture trusted relationships with clients to help them work toward their financial goals.”
Williams is based in Nederland and provides a full range of financial services. He is a graduate of Lamar University and worked for Morgan Stanley Smith Barney in Beaumont before joining LPL in 2014.