Ann-Marie Bethoney
Client Service Specialist
Ann-Marie joined Richardson Financial Services in 2022 as a Client Service Specialist. Her friendly approach and high energy are a great fit with the Firm’s client-centric philosophy. In her role, Ann-Marie collaborates with the Investment Advisors and assists in processing day-to-day operational requests.
Prior to joining the firm Ann-Marie held client specialist and relationship management positions at Middlesex Savings Bank and Bank of America/Merrill Edge. In addition to her client service experience, Ann-Marie assisted in the cash management function and administered client retirement account requests in her banking roles. She was certified as a Notary Public in February 2020 and has completed continuing education coursework in subjects including finance, mutual funds, investments, and ethics.
For Ann-Marie, family always comes first. She loves spending quality time with her daughter whether it’s youth group enrichment trips or just finding a new adventure locally. Ann-Marie is an avid gardening enthusiast and traveler who believes in the value of exploration and growth.
