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Thank you for taking the time to stop by to learn about who we are and how we may be able to help you. As the President of Peabody Wealth Advisors, I am proud of the hard work and effort our team members bring to our clients each and every day. We are passionate about providing a superior client experience along with independent, customized, and professional financial advice to our clients.
Helping others and creative problem solving have always been my motivation and are what led me to the financial planning world over 20 years ago. As for my credentials, I am a proud graduate of North Adams State College (now Massachusetts College of Liberal Arts) with a B.S in Business Administration with concentrations in Finance and Management. I hold FINRA Series 7, 63, and 65 securities licenses with LPL Financial. I also hold the Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor designations. In addition, I am a Massachusetts Licensed Insurance Adviser as well as a Licensed Insurance Agent.
I am forever grateful to my parents for helping provide me with the building blocks of success as a financial planner. I credit my mom with instilling in me a strong financial background, fiscal discipline, and the conservative strategy of “preparing for a rainy day”. While my mom demonstrated that disciplined savings and investing grows wealth, my dad modeled the values of work ethic and sacrifice in order to reach both personal and professional goals. My dad also taught me to not take myself too seriously and to instill humor into my life.
Despite my unwavering commitment to the financial services industry, given the chance, I would own a waterfront bar and grill on the white sand beaches of Florida, where I could capture the essence of myself - my passion for family, fun, fishing, travel, and music under the backdrop of a perfect sunset. I can think of no better way to enjoy a weekend than taking a road trip with my wife and friends - which is indicative of my determination to live life to the fullest.
We are passionate about giving back to the local communities that help support Peabody Wealth Advisors. I currently serve on the finance committees of the Northeast ARC and the Peabody Area Chamber of Commerce, where I served as Chairman of the Board of Directors in 2018-2019. I also donate my time to support many local initiatives such as the Young Entrepreneurs Academy (Yea!) Peabody, Northeast Arc, and North Shore Community Action Programs (NSCAP). These opportunities provide me the chance to share my expertise and insight in the service of others.
As a CFP®, I specialize in financial planning and have worked in the financial services industry since 1997. My professional background includes working for firms like Merrill Lynch, Edward Jones, Stoddard Financial and Peabody Wealth Advisors. Driven to help individuals, families, business owners and not for profits pursue their financial goals through a goals-based comprehensive planning approach, I dedicate myself to educating clients while getting to know them to understand what is important to them.
I hold my Certificate in Financial Planning from Boston University and have a B.S. in Political Science from Salem State College. I’m a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Licensed Life, Accident & Health Insurance Agent. I also hold Series 7, 63 and 66 Registrations with LPL.
During my off-hours, I enjoy reading, cooking, fishing, coaching youth sports and sharing time outdoors with my family enjoying all that New England has to offer. Speaking of New England, I count the region among my gifts in life, thanks to its mountains, beaches and history. An avid reader and advocate of education, I enjoy coaching his kids and could talk for hours about my family.
My parents led by example and taught me from a young age about the value of helping others as much and as often as you can. Bottom line: always practice generosity. Practicing what I preach about generosity, I was appointed to Peabody’s Community Development Authority in 2017 by Peabody Mayor Ted Bettencourt and serve on the Board of Directors for the Peabody Area Chamber of Commerce, Board of Overseers at Salem State University, Board of Directors for Citizens Inn, and volunteer my time as a Peabody Youth Soccer and Lacrosse Coach.
I’ve worked within the financial services industry since 2007. I joined the team at Peabody Wealth Advisors with over 20 years of experience in client service and sales. In my role, my primary responsibility is to manage and enhance the overall client experience by providing a concierge level of service. I work closely with our advisors to ensure client needs are being met proactively and addressed in a timely manner.
Some of the ways I help clients include convenient scheduling, simplified account establishment, setting up online account access, contribution/distribution of funds, updating accounts/beneficiaries, proactive service calls and doing research. I’m frequently making phone calls behind the scenes to free up our client’s time to solve issues quickly and accurately.
When I’m not connecting closely with clients, I enjoy spending time with family and friends lakeside in New Hampshire, gardening, golfing, boating and riding motorcycles taking in new destinations and living life to the fullest.
Hello! My name is Caroline, and I am the Marketing Manager at Peabody Wealth Advisors. My focus is to further develop the company’s social media presence, promote educational content with blogs and videos, and enhance client experience with online services and events. I’m committed to helping show the local community and beyond about what makes Peabody Wealth Advisors stand out amongst their peers.
Before joining Peabody Wealth Advisors, I spent 30 years working in both the public and private sectors. After attending Salem State College and earning a B.S. in Sports, Fitness and Leisure/ Physical Education, I spent 10 years working with children in the education and recreation field. I then earned an A.S. from North Shore Community College and worked for 20 years in the Allied Health field as a Physical Therapist Assistant. I am looking forward to using my skills as an educator and experience with client interaction to enable the team of professionals at Peabody Wealth Advisors to continue to provide a personalized, high-quality experience to those seeking help with their financial goals and dreams.
In my spare time, I enjoy traveling, visiting breweries and eclectic restaurants, and enjoying the great outdoors with my husband, Mike. I’m especially passionate about attending and photographing live music events and traveling across the U.S. to follow my favorite bands, all while spending time with my fellow music-loving friends along the way!