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Mohamed Elewa
President & Chief Operating Officer at Proctor Financial,
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Work Experience
Aug 2002 - Present · 22 years and 5 months
President & Chief Operating Officer
Jul 2018 - Present · 6 years and 6 months
Executive Vice President & Chief Operating Officer
Sep 2013 - Present · 11 years and 4 months
Chief Administrative Officer
Aug 2002 - Present · 22 years and 5 months
Company Details
2-10 Employees
Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore. By freeing our clients of this responsibility, they are able to enjoy their lives more fully. And by using our proprietary TCMTM system when managing investments, Proctor Financial is able to deliver an individually customized money management solution not found anywhere else. (For a more complete discussion of how our TCM system works, visit www.ProctorFinancial.com.) Unlike most firms, however, we view our relationships with our clients holistically. Proctor Financial goes beyond just investment management services, taking the extra steps necessary in retirement planning to truly give our clients peace of mind.
Year Founded
1994
Social Media
Linkedin
Industry
Investment Management
HQ Location
18 NORTH MAIN STREET SHERBORN, MA 01770, US
Keywords
Preparing clients for retirementCreating a cash flow stream in retirementCreating more stable investment porfoliosDeveloping enhanced investment notes
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