A strategic plan developed by a CERTIFIED FINANCIAL PLANNERTM can help you navigate important financial decisions and help you reach your ultimate financial goal.
Today, Americans face an uncertain economy and more options for saving and investing than ever before. At the same time, they may be balancing multiple - perhaps competing - financial goals. From saving for college, to protecting assets, to planning for retirement, these realities make it easy to become confused or overwhelmed when trying to make the best financial decisions.
This is where a dynamic partnership with GLOBE WEALTH MANAGEMENT can help.
CERTIFIED FINANCIAL PLANNERTM - THE STANDARD OF EXCELLENCE
Learn how to get the financial advice you are looking for by clicking on the download button below for the CFP BOARD ARTICLE "How to Get the Financial Advice That's Right for You."
Also, see below to learn more about the GLOBE WEALTH MANAGEMENT team including our two experienced Certified Financial Planners.
“Our goal is to give our clients a road map to reach the goals they have set. In order to do that, we need to help them understand how their investments, insurances and tax strategies work in tandem. A financial plan will give a baseline of where to begin and a reference to help us keep on track.”
Stacey L. BlodgettPresident - Chief Executive Officer and Wealth ManagerRegina M. KozsanChief Investment Officer and Wealth ManagerRichard W. Holt JohnsonVice President - Marketing, Media and Business Development
Kyle M. Ross Director of Client Relations Christina L. White Client Relations AssociateHunter M. EdwardsExecutive Assistant
President, Chief Executive Officer and Wealth Manager
Stacey is the President, Chief Executive Officer and Founder of GWM. Stacey has more than a decade of experience as a financial planner working with clients to help them understand how all of the components of their finances work together.
Chief Investment Officer and Wealth Manager
Regina is Globe Wealth Management's Chief Investment Officer, and a CFP®. Regina works on the asset management side of GWM researching and recommending the specific investments that we utilize for our clients.
Director of Client Relations
Kyle works with clients to inform them on what is happening with their accounts, asset management and compliance. Kyle's background in accounting helps him assist clients regarding the taxation of certain investments for our clients.
Vice President - Marketing, Media and Business Development
Richard assists the team in providing exceptional client service. Richard prepares, processes and completes investment paperwork and manages the on-boarding process developed for all new accounts.
Client Relations Associate
Christina has a background in marketing, data analysis and database management, as well as over 14 years of customer service experience. She is proficient in Microsoft Office, Redtail CRM, Zoom, and has worked with a variety of...
Hunter is a current accounting/finance major at New England College in Henniker, NH. Hunter has a background in both accounting, marketing and database management. He is proficient in FMG MarketingCentral, Redtail CRM, Microsoft Word...