Wendy Gipson

Vice President Investments

Phone: 508-424-0686
Fax: 508-424-0685
E-mail:

 

“We begin each day with what we would like to do, and we end each day with what we have done. Every day, I am dedicated to the successful accomplishment of each of my clients’ goals. Tailored education and advice will ensure that my clients are ‘working to live’ not living to work.’” –Wendy L. Gipson
 
Wendy has over twenty years experience in the financial services industry. Her successful career has included tenured positions at Alex Brown & Sons, T. Rowe Price, First Albany Investment Corp, Banc of America Investment Services, and Northeast Investment Advisors, LLC. She holds the FINRA Series 6, 7, 65, 66, Health & Life insurance licenses. She is also licensed to conduct investment business in various states.
 
Wendy’s expertise is helping to provide education and guidance to clients who desire an investment plan for growing and protecting wealth. She designs and manages portfolios for individual, corporate, and non-profit clients using a variety of investment products and resources. Her client base is purposefully diverse. Wendy believes that all clients regardless of ethnic origin, gender, orientation, religious affiliation or financial status deserve the absolute best and most cost effective financial services available. Every client is treated professionally, respectfully, and with honesty and integrity.
 
Please feel free to contact Wendy at any time.

Wendy is securities licensed in the states of MA,MD,ME,NH,NJ,RI, and SC.