Director of Client Services
Bernadette has over 20 years of experience working in the financial services industry. Bernadette fills one of the most important roles at Northeast Wealth Solutions, as Director of Client Services Bernadette is the first contact many clients have. Bernadette’s incredible attention to detail and organizational skills, as well as her easily approachable personality make her instrumental in the day to day operations including client services, facilitating transfers, processing distribution, planning top notch client events and creating the optimum client experience. Bernadette and her husband Frank founded Northeast Wealth Solutions on the belief that everyone is entitled to proper financial planning by an objective and independent planner. They have gone to great lengths to see this holds true by handpicking each member of the team ensuring they are not only diversified in skills, but united in values and character. Northeast Wealth Solutions helps clients pursue financial goals through investment strategies, retirement planning, college funding and business planning.
Bernadette reside with her husband Frank and their two daughters Cameron and Dylan in Essex CT.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.