Maria  Bethune

Maria Bethune

Director of Client Services

My career in the world of finance started right after graduating from Bridgewater State University, where I received a bachelor's degree in business management. I started working for Fidelity Investments in downtown Boston and was immersed quickly into mutual funds and how they operated. I learned that I had a true passion for this fast-paced, detail-orientated, and very reactive environment.

After about 12 years and serving in many roles with an eventual promotion to a Senior Financial Analyst, I opted to leave Fidelity to dedicate my time to my three young, very involved children. I did this for about five years before joining Capital Management Partners in 2003.

For the past five years, I have worked as the assistant to one of the founders of Charted Wealth, George Bowen. The passion and dedication that both founders have for this business and their clients has led me to this new adventure at Charted Wealth.

What I love about this job are the clients. Working closely with them to service their needs has allowed me to connect with them about their families, vacations, jobs, grandchildren, and life events. While yes, they are clients, I feel as if they are part of our family at Charted Wealth.

I am a life-long resident of the North Shore, which is about 20 minutes north of Boston. My husband, Dave, who I have been blessed to spend the past 30 years with, and I, have three children, Hannah, Wil, and Madison, with a chocolate lab puppy soon to arrive.

When I am not working, you can find me spending time with family and friends at the beach, going for long walks, entertaining at my home, vacationing on Block Island, or planning my next travel adventure.

My favorite quote that I often reference is by Friedrich Nietzsche: "He who has a why to live can bear almost any how."