Claudine works directly with clients to respond to all of their account needs and concerns, from recommending suitable investment strategies to expediting day-to-day transactions. She joined Adviser Investments in 2014. Previously, Claudine worked for Northwestern Mutual Financial Network in insurance and financial planning. Claudine is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Elon University. In 2022, she was honored in Boston magazine as a Five Star Wealth Manager. In her free time, she enjoys reading, writing, cooking, and spending time with her husband, children and dog.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
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