Ms. Brown is a Client Account Advisor and Paraplanner in our Wolfeboro, New Hampshire office. Ms. Brown works closely with our client advisors throughout the financial planning process. From the gathering of essential data to synthesis, development, and organization of planning results, our paraplanners play a crucial role in the client experience.
Prior to joining F.L.Putnam, Ms. Brown worked at Financial Focus, Inc. since 2001 where she began as an administrative assistant. She holds a Series 65 license and became a Registered Paraplanner in 2002. Previously, she worked at Farmington National Bank in Farmington, N.H. and as a Customer Service Representative for the National Passport Information Center with the Department of State.
She was a board member for the Wakefield Parks & Recreation Department and was previously a certified umpire for the local Cal Ripken Baseball League.
Joined F.L.Putnam in 2019
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