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Marcelle Peterson | Client Services

As with several of Marcelle’s colleagues, a number of her 23 years in finance were spent at large global firms, working in a range of areas within the industry including senior management roles designing and implementing innovative training, marketing and sales programs for large teams.

As a result of Marcelle’s diverse experience and as the head client relationship specialist at Beck Bode Wealth Management, her versatility and deep expertise provide a rare combination that delivers personal, immeasurable value to clients. It’s also why she played an integral role in the formation of the firm.

Outside of the office, you’ll see (and hear) Marcelle cheering for all of Boston’s fine sports teams…or, she’ll be enjoying the seas around Boston and Rhode Island, boating and fishing with her husband, Scott, and young daughter, Allie.

Credentials:

  • Securities registrations held with LPL Financial: Series 6, 63 & 26
  • Bay State College, Boston, Massachusetts

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