Marybeth has over 30 years of experience in the wealth management industry, including 12 years at Heritage Capital Management and 12 years at Wainwright Bank & Trust Company. She has maintained both family and institutional client relationships throughout her career and has focused on financial planning, client service, investment management, and fiduciary services.
Marybeth served as the Community Outreach Director on the Board of the Massachusetts Financial Planning Association from 2013-2017. In this role, she oversaw efforts to support all pro bono initiatives, including its partnerships with the Massachusetts National Guard, The Dana-Farber Cancer Institute, The Midas Collaborative, and Lawrence Community Works.
Marybeth is a CERTIFIED FINANCIAL PLANNERTM and has her Series 65. She is a member of the Financial Planning Association of Massachusetts as well as a Pro-Bono Financial Planner. She has a Bachelor of Arts from Saint Anselm College.