Flagship Wealth Advisors, LLC

CONNECT

Address:

301 Edgewater Pl Ste 400
Wakefield, MA 01880

Phone:

1-800-631-9997

Fax/Other:

1-781-224-9920

Veronica Caulfield

Veronica Caulfield

Client Relations Manager

Veronica is your go-to person when you entrust your business to Flagship Wealth Advisors, LLC. As our Client Relations Manager and member of the Private Client Group, Veronica works closely with Paul V. Ryan, Jr., CFP®, our group of advisors and our clients. She serves as a liaison between clients and our office, ensuring clients have everything they need to stay informed and up to date.   

"We pride ourselves on exceptional client services," Veronica says. She's often a client's first point of contact at Flagship Wealth Advisors. She establishes and monitors client accounts, schedules meetings, maintains and updates client files, generates reports, and facilitates client communications.

If you have questions, Veronica will get them answered. If you need something, she'll take care of your request. "I'm a big follow-up person," she says. "I don't just assume things get done. I make calls and keep clients posted." (She'll also pick up the phone to wish clients a Happy Birthday, because little things matter.) She's known for her warmth, empathy, and patience —and for her reassuring, calm presence. Veronica keeps things running smoothly.

Veronica has built her career working in client relations and executive support. Prior to joining Flagship Wealth in 2000, Veronica worked for 10 years in the travel industry as a travel consultant who provided support for the President, CEO, and Director of Operations.

She brings her professionalism and commitment to client service to her work here every day. "I enjoy helping our clients feel comfortable here and gaining their trust," she says. No matter how busy her day, Veronica finds time to talk with clients and make sure they feel cared for.

Veronica stays current in financial news and industry developments. "I'm always learning new things." She's studying for her Investment Company / Variable Contracts Products Limited Representative (Series 6) license exam. She also became a Notary Public to better serve our clients.

Veronica is a native of the Boston area.  When she isn't in the office, she enjoys spending time with her family and three children, all of whom take after their athletic mom. Veronica is a dedicated, competitive runner who's finished the Boston Marathon 12 times. Her most recent accomplishment was tackling the Chicago Marathon, finishing just under 4 hours. With energy that won't quit, Veronica keeps our clients connected, informed, and on track. Veronica is not registered with Woodbury Financial Services, Inc. or Flagship Wealth Advisors, LLC.

Phone: 781-224-9924 ext. 10 

Fax: 781-224-9920

Email: Veronica@FlagshipWA.com

Phone 781-224-9924 ext. 10
Fax 781-224-9920
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck