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Beauport Financial Services

beauportfinancial.com Layer unknown

Beauport Financial Services is an independent, locally owned wealth management firm offering financial planning, investment management, estate planning and life insurance. It serves individuals, families, business owners and community organizations, and was founded in 1985.

Beauport Financial Services is an asset manager headquartered in Gloucester, United States, founded in 1985.

Layer
Layer unknown
Type
Asset manager
Stage
Not stated
Headquarters
Gloucester, United States
Founded
1985

Team, as Beauport Financial Services publishes it

  • David S. McKechnie Managing Partner Financial Advisor
  • Derek J. Reed Managing Partner Financial Advisor
  • Serena M. Low Partner, Director of Client Care Financial Advisor
  • Kevin M. Bilenchi Partner, Director of Investment Operations/Trading
  • Mike Paluch Partner, Chief Operating Officer Financial Advisor
  • Kaitlin Whittemore Senior Operations Specialist
  • Rosa Provost Marketing and Insurance Specialist
  • Linda LaMonica Client Care Specialist
  • Elaine McKechnie Special Events Coordinator
  • Annette Hung Executive/Administrative Assistant

Names and roles exactly as listed on beauportfinancial.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Beauport Financial Services publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 14434 · added 2026-10-20 · link last verified 2026-10-21 · confidence medium

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