Marcelle PetersonExecutive Director – Client Relationships

I have spent my entire professional career in financial services. For many years I put on a headset and though it ruined my hair, it helped launch my career! I supported individual clients before shifting to an internal sales desk fielding calls from financial advisors. I then moved up to an internal wholesaler position supporting advisors and building institutional relationships.

After a few stops at various firms, I began working with Jim Bode. As wholesalers, we were introduced to Ben Beck, who became a client of ours. Not much later, Jim and Ben formed Beck Bode Wealth Management. It became clear to me that it was time to hang up myheadset to stand with them when they formed their own firm in 2013.

My roles in presenting products and services, and supporting a wide range of constituents have given me the skills and understanding of how to provide exemplary service to all.

I am not only an employee but also a client of Beck Bode. Faith and family, the values I uphold as the most important in my life, are the values we also share here as a team.

I live in Attleboro, Massachusetts with my husband Scott, our daughter Allie, and crazy kitty Spacey.