Diana Spinard, a graduate of the Katherine Gibbs School with 18 years of corporate administrative experience, joined Beaulieu Wealth Management in 2019. Diana currently supports Jim and Greg Beaulieu in every aspect of their practice. Her role as Client Relationship Manager is to coordinate the entire client experience making it seamless for the advisors and clients to work together to achieve the client’s goals. Diana’s fervent social skills, organizational talents and keen sense of customer service make her an invaluable member of the team and the firm.
“My goal is to help make the often complex processes of financial planning and investment management as simple and straightforward as possible. Through timely scheduling and good communication, I can help clients stay actively engaged with Jim and Greg in achieving their financial goals,” she explains. In her client management role, Diana is often the first point of contact, later tracking meetings and the flow of paperwork, and lastly reaching out to confirm that all the client’s service needs have been met.
Diana resides in Hope Valley, Rhode Island with her husband and three children
Not registered with Royal Alliance Associates, Inc.