Zoe joined the Navigate team as our Client Relationship Manager in August 2022. Having worked over 5 years in the insurance industry, Zoe brings a wealth of knowledge and experience in assisting clients with their life and health needs. She holds the Series 7 and Series 66 license with LPL Financial and continues to study in pursuit of further certifications that will benefit her in her ability to serve our clients.
Zoe grew up in Maine and graduated from the University of Southern Maine with a degree in Communications and Marketing. Her goals with Navigate Wealth Planning Group are to help build on an sophisticated client experience. Zoe became interested in the financial industry early on, not only through her education, but she also had family in the industry as well. It was clear to Zoe that a career in assisting clients in pursuing financial goals would be her primary motivation. She has demonstrated that passion by volunteering and teaching classes at the Seniors Plus center and participating in the Maine Seniors Magazine Seniors Expos. As an Associate Advisor and Client Relationship Manager, Zoe is a critical component of the team.
Zoe resides in Southern Maine with her husband, John Philip, and two cats, Rex and Gus.