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Archives: Team

Stephen Stanford 

Stephen Stanford

(205) 215-9713

Greg Gener

Greg Gener

415-460-1990, X 102

Rebecca McCready

415-460-1990, X 103

Terry L. Allen

415-460-1990 terry@putneyfinancial.com

Jill Baradat

415-460-1990 jill@putneyfinancial.com

A.J. Taylor

415-460-1990, X 106

Kelly Lawson

415-460-1990, x 105

Nancy Schrock

415-460-1990, x 108 nancy@putneyfinancial.com

Ray Lent

Ray Lent

415-460-1990, x 107

The Putney Financial Group LLC Relationship Summary

Securities are provided by Arete Wealth Management, a registered broker-dealer located at 1115 W. Fulton Market, 3rd Floor, Chicago, IL 60607, and a member of FINRA/SIPC. Securities are held in custody for your account by Pershing LLC, a subsidiary of Bank of New York.

  • Comprehensive Personalized Wealth Management © 2025 The Putney Financial Group LLC
  • 100 Smith Ranch Road, Suite 110, San Rafael, CA 94903
  • info@putneyfinancial.com
  • (415) 460-1990
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