Kristen Ann Bellemare

Kristen Bellemare oversees the daily operations of our practice and serves as the primary liaison to our family clients. She is responsible for managing and implementing the team's individualized service model. Kristen embarked on her career in the financial industry in 2007, initially at Merrill Lynch and later at Morgan Stanley, where she held the position of senior client service associate before joining our team in 2008. In 2020, she earned her Series 7 and Series 66 licenses.

Before entering the financial services sector, Kristen was a second-grade teacher in the Waterbury School District. She holds a bachelor’s degree in business administration and a master’s degree in education from the University of New Haven. Currently residing in Southington, Connecticut, Kristen shares her home with her two daughters, Madison and Sydney, and her rescue dog, Lola. An avid outdoor enthusiast, Kristen enjoys engaging in fitness activities, including hiking, and golf. In her free time, she dedicates herself to community service as a volunteer with organizations including the United Way, Southington Food Pantry, and the local schools.