Maribeth’s mission is to support her clients through the various stages of their financial lives and become a lifelong resource. She assists individuals, families, and business owners navigate complex financial landscapes to define their financial goals and achieve financial freedom. She utilizes a team approach to create custom designed financial strategies for her clients that empowers them to make informed decisions
With over 25 years in the financial services industry, Maribeth provides expert knowledge in retirement planning, wealth management, and protection planning. She holds a Bachelor of Science in Education from the University of Missouri and a Master of Arts degree in Ministry from The Theological Institute at St. John’s Seminary. Maribeth is a Certified Divorce Financial Analyst® professional and a Certified Plan Fiduciary Advisor®. She holds series 6 & 63 securities registrations and the title of Investment Advisor Representative. She is licensed to sell insurance in: MA, RI, NH, CT, FL, ME, NY, SC, TX. She is licensed to sell securities in: AZ, CO, CT, ME, MA, NH, RI, VT, HI, FL, TX, NY, SC, MD. She is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive, 16th floor. Boston, MA 02210.
Company: Baystate Financial
Category: Financial Planner, Insurance
Title: Certified Divorce Financial Analyst (CDFA®), Financial Services Representative, Investment Advisor Representative
States: Arizona, Colorado, Connecticut, Florida, Hawaii, Maine, Massachusetts, New Hampshire, New York, Rhode Island, South Carolina, Texas
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