Favorite Sports Team – The Yankees
Favorite Book or Movie – Educated, by Tara Westover
Ideal Dinner Guest(s) – My grandmother Betty, who passed in 1978
Qualities I Admire in Others – Academic Achievements; Don’t Take Themselves Too Seriously; A Great Sense of Humor
Having joined the firm in 2021, Maureen brings her personal and friendly approach to all of her client interactions. Maureen handles all service requests associated with any investment product – managed money accounts, variable and fixed annuities, and brokerage accounts. She is your best resource for beneficiary changes, account re-registration, requests for distributions, address changes, bank account changes, and much more. Maureen also processes new investment account openings. Maureen started in the financial services field with another local advisor in 2015.
Born and raised on Long Island, NY, Maureen and her husband Jim made Lynchburg their home in 2005. Married to Jim since 1998, they have 3 adult children. Maureen enjoys running, time with her family, and traveling home to Long Island.
Education – Associates Degree
Professional Designations – Passed Securities Industry Essentials Exam, pursuing Series 6
Memberships – Lynchburg Road Runners