Grew Promoted To VP Of Financial Planning At Beacon Financial

Filed Under: Finance, More News

Beacon Financial Planning Inc. of Hyannis has announced the promotion of Kelli Grew to Vice President of Financial Planning.

Kelli joined the Beacon team four years ago and works with individuals & families to identify financial goals, design financial strategies, and make personalized recommendations.

Kelli Grew Beacon Financial

“This promotion is a reflection of my personal achievement, but more importantly, it’s a direct result of the support I receive from the incredible team here on a daily basis,” said Grew. “I’m excited about this next chapter and committed more than ever to serving our clients. The future is bright at Beacon!”

Grew has more than 12 years of experience and is currently taking on new clients who are seeking one-on-one investment guidance, wealth management and income strategies.

“It’s been an absolute joy to watch Kelli earn her VP Title,” said Michaela Herlihy, President of Beacon Financial Planning. “Kelli is motivated by the success of our clients and each team member here at Beacon. Her commitment to mentorship and positive outcomes is palpable.”