Brian Beaulieu of Searsport has joined Allen Insurance and Financial, based in the company’s offices on Chestnut Street.
A financial advisor and a Chartered Financial Consultant®, Brian is a native of Brewer and a graduate of the University of Maine in Orono with a dozen years experience in the financial services industry.
He has worked in Florida as Director of Wealth Management for Riverside Bank of the Gulf Coast and in Maine as a financial consultant for Union Trust and as statewide Manager of Financial Services for Prudential Financial.
Joining Allen Insurance and Financial is a kind of coming home for Brian. In 1990 his father Gary was the company’s first financial advisor and played a key role in establishing financial services as an integral part of the company. Gary Beaulieu retired in 2003.
Brian is a member of the Belfast Rotary Club. Outside of work, he enjoys hunting, fishing, hiking, playing and coaching soccer. Brian and his wife Dawn have four children.
“I enjoy working with people and helping them solve financial concerns,” he said. “I feel my work is very meaningful and important. It allows me to be a part of my community and brings a new challenge every day.”
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.