Beauport Financial Services has added two new people to its team.
Financial advisor Kate Glidden joined Beauport in August. She has more than 23 years of experience in the financial and retirement planning industry. She holds her Series 7, 63 and 65 registrations with the Financial Industry Regulatory Authority, and well as her Massachusetts Life, Accident and Health Insurance licenses. She also has earned multiple certifications, including Certified Financial Planner, Retirement Management Advisor, and National Social Security Advisor.
“Getting to know my clients, their families and their hopes for the future is the best part of being an advisor. Creating a financial plan from the beginning, nurturing it, and ultimately seeing the plan in action is what motivates me every day,” Glidden said in a prepared statement. “Transitioning to Beauport will allow me to continue to serve my clients, while providing the latest technology, advanced market research, and access to planning tools that one needs from their financial services firm.”
Paula Sullivan-Reggio also joined the team recently, having 25 years of experience in management, administration and customer service. As Beauport’s executive and administrative assistant, her duties include scheduling and client communication.
Sullivan-Reggio previously worked at EBSCO’s headquarters in Ipswich. EBSCO is a major provider of library technology, e-books and clinical decision solutions for universities, colleges, hospitals, corporations, government, K12 schools and public libraries worldwide. She was with the research company for three years and served as an administrative assistant.
Beauport Financial was established in 1985 by founding partner David McKechnie. In 1997, managing partner Derek Reed teamed up with McKechnie. Beauport Financial is now a team of 11 serving many families and businesses