Marybeth is the Pro-Bono/Community Outreach Director for the Financial Planning Association of Massachusetts and is also a volunteer Financial Planner with Midas’ Financial Confidence & Coaching Program.
Marybeth is a Financial Advisor for Boston Hill Advisors. She has 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 serves as the Pro-Bono/Community Outreach Director, The Massachusetts Financial Planning Association (FPA MA). In this role, she oversees efforts to support all pro bono initiatives, including partnerships with The Dana-Farber Cancer Institute, The Massachusetts National Guard, Lawrence Community Works, and The Midas Collaborative.
She received a BA from Saint Anselm College, is a Certified Financial PlannerTM practitioner, and holds a Series 65 license.