Stephanie Rice

Director of Operations

Prior to joining Blakely Financial, I worked for seven years as a Case Manager at Commonwealth Financial Network.  In my role at Commonwealth, I supported advisors through their business transitions.   The priority for each transition was to always ensure the client’s needs were met.  It was a privilege to witness the care each advisor took with every client and their passion to help them achieve their financial goals.  

I live in Walpole, MA with my husband Jamie and our children Mark, Erika, and Kayla. I enjoy working out, watching sports, spending time with my family, and going to Lake Winnipesaukee in the summer. 

Professional Designations, Certifications, Registrations, and Licenses

  • FINRA Securities Industry Essentials Exam – SIE
  • FINRA General Securities Representative Exam – Series 7
  • FINRA Uniform Combined State Law Examination – Series 66

Education

  • Merrimack College, BS Business Management
  • Northeastern University, Masters of Arts in Teaching, Elementary Education 

 

Personal Points

My top 3 reads and podcasts are…

Fearless, Red Notice and Where the Crawdads Sing

My happy hour order is…

Sangria

My favorite quote is…

Throw your soul through every open door

If I wrote my own job description…

Director of Operations

My dream travel destination is…

Greece

Something people don’t know…

I once played basketball in the Boston Garden.

Credentialed Professionals

Blakely Financial team members are committed to providing clarity, insight and guidance for our clients through financial planning. A commitment to ongoing improvement and continued education is paramount to doing so. Our team has obtained the following certifications:

Robert BlakelyEmily PromiseSteve LaFrance
Robert Blakely
Emily PromiseSteve LaFranceYesenia DavilaErin Babineau
Robert BlakelySteve LaFranceEmily Promise
AAMS™Donna Blakely
Stephanie LanierYesenia Davila
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah JohnsonSam Levin
Robert Blakely
Emily Promise
Emily Promise

Get Started Today

Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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