Marybeth R. Breed

CFP^®

Wealth Advisor, Executive Director

Marybeth has over 30 years of experience in the wealth management industry, including 12 years at Heritage Capital Management and 12 years at Wainwright Bank & Trust Company. She has maintained both family and institutional client relationships throughout her career and has focused on financial planning, client service, investment management, and fiduciary services. Marybeth created and manages our Financial Planning Seminar and Webinar series to educate clients on topics such as Social Security, Medicare, Estate Planning, Senior Care, and Cybersecurity.

Marybeth is the Community Outreach Director for the Financial Planning Association of New England (FPANE) overseeing Pro Bono Financial Planning partnerships with the Dana Farber Cancer Institute, The Massachusetts National Guard, Homes for Our Troops, Jewish Vocational Services of Boston, and the Massachusetts Office of Economic Empowerment.

Marybeth is an advocate for financial literacy in Massachusetts public schools, serves as a Director for the Massachusetts Office of Economic Empowerment, and is the past President of the Financial Planning Association of New England.

Marybeth is a CERTIFIED FINANCIAL PLANNER^® professional and has her Series 65. She has a Bachelor of Arts degree in Business and Economics from Saint Anselm College.