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Connie Matheson

Connie Matheson

Client Service Associate

Connie’s sense of dedication and amiable nature has enabled her to provide exemplary client service over the course of her 16 years in the financial services industry. She is always thrilled to assist clients however she can, and most enjoys helping clients navigate their financial matters as they evolve over time.

Connie previously worked as the Manager of Customer Service for Kurzweil Computer in Cambridge, MA, before taking time to care for her young family. She then joined the financial services industry in 2002. In her current role as a client service associate Connie helps coordinate between advisors and clients, maintains files, and provides account servicing and support.

Professional Designations, Certifications, Securities Registrations, and Licenses:

  • State of Massachusetts Long Term Care Certification.

Connie earned her BA, with honors, from the Central School of Art & Design in London.

Originally from New Hampshire, Connie has lived in Massachusetts since 1978. In her free time she enjoys cooking, biking, gardening, and is an avid hiker. Connie has hiked extensively at home and abroad having completed the New Hampshire 48, and spent time hiking in Italy, Austria, and Canada.