The senior vice president will retire at the end of 2024
Capstone Planning Group, a wealth management team conveniently located at Cornerstone Bank,today announced the planned retirement of Jason Main, Senior Vice President, a longtime resident of Sturbridge. Main, who was recently honored with inclusion in LPL Financial’s Summit Club for 2024, will retire at the end of this year.
“We are so grateful to Jason for his vision and leadership over the years,” said Todd Tallman, CEO of Cornerstone Bank. “Before joining us in 2000 as our sole financial consultant, he was an independent advisor with LPL. Over the past 24 years, he has established Capstone Planning Group as a comprehensive independent financial service firm with six full time employees.”
Of his major accomplishments, Main said he was proud of the fact that he was able to generate enough business to bring on support staff within about a year of starting Capstone Planning Group (originally called SSB Investment Services), in March of 2000.
“Despite the turbulent times with the beginning of the end of the dot com bubble and markets in disarray, business took off quickly,” said Main. “I credit the Bank’s management with recognizing that the one hole in their services was financial planning and investment management.”
Main has been affiliated with LPL Financial, a leading wealth management firm, for nearly 35 years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth.
After retirement, Main plans to continue to share his financial acumen by teaching on a volunteer basis.
“I will miss the day-to-day interactions with my clients and team, as well as Bank management,” said Main. “I want people to know how seriously I’ve taken my job to help my clients pursue their financial futures. I feel it’s time to pass that responsibility on, and I have full confidence in our incredible team here at Capstone.”
Main holds various licenses including his Series 7 Securities License, Series 65 Investment Advisor License, Series 63 State License and Series 24 General Principles License. During his career, he has also earned recognitions including LPL's Chairman's Club and LPL's Patriots Club. These awards are given annually to the firm’s top producers around the country.
An active member of the community, Main has been involved with the United Way, Southbridge Rotary Club, YMCA, Tantasqua Education Foundation (as one of the first board members), Harrington Hospital and New England Waves for the Brave.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank and The Capstone Planning Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Capstone Planning Group. Securities and insurance offered through LPL or its affiliates are:
Not insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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