Bethany Dever, Cfp®

Bethany Dever, Cfp® Email and Phone Number

Vice President and Relationship Manager @ Rockland Trust
Hanover, MA, US
Bethany Dever, Cfp®'s Location
Falmouth, Massachusetts, United States, United States
About Bethany Dever, Cfp®

Passionate, client-obsessed professional committed to building deep, long-lasting relationships. Dedicated to impactful outcomes by applying a valuable blend of knowledge and credentials primarily in the wealth management field. Through collaboration and empowerment, create comprehensive recommendations regarding income, investment, retirement, wealth transfer and gifting strategies.

Bethany Dever, Cfp®'s Current Company Details
Rockland Trust

Rockland Trust

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Vice President and Relationship Manager
Hanover, MA, US
Website:
fidelity.com
Employees:
52767
Bethany Dever, Cfp® Work Experience Details
  • Rockland Trust
    Vice President And Relationship Manager
    Rockland Trust
    Hanover, Ma, Us
    View
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Jun 2020 - Present
    Cape Cod Massachusetts
    View
  • Martha'S Vineyard Investment Advisors
    Financial Adivsor/Relationship Manager
    Martha'S Vineyard Investment Advisors Aug 2016 - Jun 2020
  • Merrill Lynch
    Financial Solutions Advisor
    Merrill Lynch May 2015 - Aug 2016
    View
  • Martha'S Vineyard Financial Group
    Sr. Financial Advisor/Trust Officer
    Martha'S Vineyard Financial Group Jan 2012 - Jan 2014
    West Tisbury, Ma
  • Cco Investment Services Corp.
    Financial Consultant
    Cco Investment Services Corp. Aug 2008 - Jan 2012
    View
  • Childrens Hospital Boston
    Planned Giving Officer
    Childrens Hospital Boston Feb 2005 - Jan 2007
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Dec 1999 - Feb 2005
    View

Bethany Dever, Cfp® Education Details

Frequently Asked Questions about Bethany Dever, Cfp®

What company does Bethany Dever, Cfp® work for?

Bethany Dever, Cfp® works for Rockland Trust

What is Bethany Dever, Cfp®'s role at the current company?

Bethany Dever, Cfp®'s current role is Vice President and Relationship Manager.

What schools did Bethany Dever, Cfp® attend?

Bethany Dever, Cfp® attended Saint Michael's College.

Who are Bethany Dever, Cfp®'s colleagues?

Bethany Dever, Cfp®'s colleagues are Richelle Hjulstrom, Cheryl Macmillan, Dalyn Frigaard, Thomas Grant, Carrie Christian, David Curtis, Vilmarys Salgado.

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