Martha Gannon

Martha Gannon

Registered Paraplanner Worcester Office

Martha (Marty) joined the practice in 1998. Marty is responsible for providing all aspects of outstanding client service. She is responsible for day-to-day office operations, including maintaining and updating client record processing applications, solving administrative problems for our clients, and providing smooth and effortless service. She is adept at responding to our clients’ inquiries with a high level of promptness and attention.

She has a bachelor’s degree from the Westfield State University of Massachusetts. She holds the FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network® and holds state securities and insurance licenses for Massachusetts so that she can assist the advisors with their fixed insurance business.

She is a lifelong resident of Shrewsbury, Massachusetts. She is a dedicated mother to her children and enjoys spending time with her large extended family.