Elizabeth P. Grady, FPQP™

Beth began her career with Cape Cod 5 in 2001 as a Seasonal Teller. She has since held several positions within the Bank of increased responsibility, ranging from Branch Manager to Training Specialist. Beth joined the Wealth Management team in 2015 and quickly advanced to her current position as Wealth Advisor.

She graduated magna cum laude from Bridgewater State University with two Bachelor of Science degrees in 2002 and from The New England School for Financial Studies in 2013. Additionally, Beth completed the College of Financial Planning’s Foundations in Financial Planning Program and achieved her Financial Paraplanner Qualified Professional™ designation in 2015. Beth also completed her Financial Planning Certificate Program from Bryant University in 2018.

Beth enjoys coaching her son’s soccer team and is a member of Cape Cod Young Professionals. Beth resides in Sandwich with her husband and two children.

 

• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •

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