Associate Wealth Manager
Additional designations and Licenses: Series 7
Education: B.S in Interdisciplinary Studies/Business Administration and Biology from Mississippi State University
I began my love of finance as a high school student working summers as a bank teller in my home town on Cape Cod. Once I graduated from college and moved to New Hampshire, my career in finance continued at the position of Branch Manager for a local New Hampshire bank. Financial planning and wealth management were the next logical steps for my career, allowing me to continue the personal interactions with clients I enjoy, all the while helping them with their financial objectives and goals. I continue to put the importance of product knowledge and education as a priority and am currently studying for my Series 66 designation as well as being enrolled in the Master of Science program with a concentration in Accounting and Finance at Southern New Hampshire University.
I enjoy being involved in my community as a member of the Concord Chamber of Commerce, a wish granter with the Make A Wish New Hampshire Foundation, a faithful member of Christ the King Parish, and as a Big Sister to a 9-year-old girl in the Concord Big Brother Big Sister program. In addition to my community involvement, for the last 12 years I have been a blood donor for the American Red Cross.
Actively engaging my knowledge of products and services offered by Brophy Wealth Management as an Associate Wealth Manager, I look forward to serving the needs of our clients for years to come. I’m excited to be part of the Brophy Wealth Management team and helping all of our clients meet their financial goals
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