CONNECT

Address:

67 Millbrook St Ste 505
Worcester, MA 01606

Phone:

888-363-1839

Wendy Jo Bellerive, CFP®, CRPS®, AIF®

Wendy Jo Bellerive, CFP®, CRPS®, AIF®

President


Wendy has been a financial advisor since 2001. Her previous experience as a Branch Administrator, senior client service representative and sales assistant provided an ideal foundation for her eventual decision to become an advisor. Her attention to detail, listening skills and great empathy are qualities most appreciated by her clients. Her pursuit of professionalism has enabled her to build long term relationships with all of her clients. 

The focus of Wendy's practice is retirement planning for individuals and 401(k)'s for small and medium size businesses. She currently holds her CFP
®, Chartered Retirement Planning Specialist designation with the College for Financial Planning and is an Accredited Investment Fiduciary with Fi360. 

Professional Experience 

2010-                  Cobblestone Financial Advisors, President

2001-2010           Morgan Stanley Smith Barney - Financial Advisor/Financial Planning Specialist

1996-2001           Morgan Stanley Smith Barney - Branch Administrator

1992-1996           Goldwell of New England - Executive Assistant to the President/General Manager

1986-1992           Shearson Lehman Brothers - Senior Client Service Representative - Sales Assistant

1984 – 1986         State Mutual Life Assurance - Equity Products Accounting Assistant


Education/Distinctions

  • BS Assumption College
  • Certified Financial Planner® 
  • Chartered Retirement Planning Specialist (College for Financial Planning)
  • Securities Licenses (Series 7, 63, 65, 24)
  • Accredited Investment Fiduciary
  • State of Massachusetts Insurance (Life Health Variable Annuity Licenses)
  • Financial Planning Specialist (Smith Barney)
  • State Mutual LOMA Program (Foundations of Life and Health Certification)
  • Income Tax Preparation Certifcate (H & R Block)
 
 
 
 
Phone 508-926-8977
Fax 774-701-6123
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck