Stephanie Gelinas joined Chelsea Groton Financial Services as an Associate Financial Advisor and Infinex Investments Advisor. In this role, Stephanie will aid clients in an array of categories including wealth management, investments, insurance, and retirement planning.
“Stephanie is an exemplary addition to our team,” praised John Uyeki, SVP, Director of Chelsea Groton Financial Services, Financial Advisor, Infinex Investments, Inc. “She is highly motivated and communication-forward. She tackles each client’s situation as her own and keeps her finger on the pulse of the ever-changing marketplace.”
Stephanie’s career first began as a teller at Wells Fargo and later progressed to lead roles before transitioning to a financial associate position at First Bancorp. Stephanie continued her development as a client service associate at Professional Planning Group of New England. She has acquired her Series 7, Series 66, Life Insurance, and Accident/ Health licenses.
Stephanie currently resides in Westerly, RI. When not at work, she enjoys hiking, reading, running, biking, and attending her son’s sports games.
Interested in scheduling an appointment with Stephanie Gelinas or a member of the Chelsea Groton Financial Services team? Call 860-572-4040 or visit the website.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of Chelsea Groton Bank. Osaic Institutions and Chelsea Groton Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.