About My Practice
Elaine works with individuals and businesses to help them work to achieve their financial goals. She helps her clients make educated decisions based on their financial goals and concerns. Elaine believes that there is no such thing as a "cookie cutter" approach. All clients are treated as individuals, each with their own specific set of goals and circumstances.
Elaine joined Waddell & Reed in the fall of 2000, after a long career in the accounting and insurance professions. Originally English, she worked in Bermuda for seven years, before coming to the United States in the summer of 1991.
Elaine is married and lives in Salem, NH. In her spare time, she likes to "work out". She plays tennis regularly, skis in the winter and rides her bike as much as possible in the summer. Outside of the office, Elaine’s passion is her cats and she has a number of connections with feline rescue organizations.
As an avid Springsteen fan, Elaine goes to as many concerts as she can in the New England area.
Elaine will provide a free, no obligation initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Securities and investment advisory services are offered through Waddell & Reed, Inc. Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.
2000 - Present Waddell & Reed
1998 - 2000 Liberty Mutual, Boston
1991 - 1997 Wang Labs
1986 - 1991 Johnson & Higgins, Bermuda
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: MA, NH, Fixed annuities: MA, NH, Variable annuities: MA, NH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Waddell & Reed, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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