Patricia Boulanger Beckwith

Current Employers

Employment History

• 01/1999 → Present
  Raymond James Financial Services, Inc
  Danvers, MA
• 04/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Danvers, MA

Other Businesses

(1)Name of Business: Constitution Financial Partners, LLC Address: 85 Constitution Ln Ste 100e, Danvers, MA, 01923, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/12/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of support company (2)Name of Business: Feoffess of the Grammar School of Ipswich, MA Address: 25 Green St, Ipswich, MA, 01938, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Officer - Secretary Investment Related: Yes Start Date: 09/02/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Feoffees pledge to adhere to best practices for charitable trusts; to provide complete transparency to the citizens of Ipswich, MA; and to be in open and regular communication with the School Committee, Board of Selectmen and Finance Committee. (3)Name of Business: North Shore Chamber of Commerce Address: 500 Cummings Center, Suite 1700, Beverly, MA, 01915, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director, Officer - Secretary Investment Related: No Start Date: 11/16/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Board of Directors, Clerk of Executive Committee

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-01
• S63 Uniform Securities Agent State Law Examination
  1984-12-07

Designations

Other Names

• Patti Beckwith