Marybeth is committed to establishing open and honest communications with her clients. She works collaboratively with them to identify and achieve long-term financial goals. Prior to joining the 1776 Financial team in 2019, Marybeth worked for 25 years in the financial services industry, primarily with a focus on investment and retirement planning products. Marybeth’s eagerness to help clients maximize income at retirement is frequently demonstrated by her enthusiasm for the details particularly related to social security benefits.
Marybeth is a Colby College graduate and resides in Norfolk, MA with her husband and two children. When not working, she enjoys tennis, pickleball, and reading. The most recent addition to her family is their dog, Teddy, a loveable rescue from Aruba.
Raymond James is not affiliated with and does not endorse the entities mentioned above.