| R. William Blasdale, CFP® |
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Education: |
Tabor Academy, Marion, MA
Princeton University, A.B.
Boston University, Diploma in Financial Planning |
| Experience: |
Chief Executive Officer, Julius Koch USA, Inc., New Bedford, MA (1966-1994)
Principal, Seamark Financial Services, Inc. (1996 – present)
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| Activities: |
Director, Community Foundation of Southeastern MA (1995-2005)
Trustee, Southcoast Health System and Southcoast Hospitals Group (1996-present)
Chairman, Board of Trustees, Southcoast Health System (2001-2004)
Chairman, Board of Directors, Coastal Assurance Corporation (2003 – present)
Trustee, Tabor Academy, Marion MA (1984 – present)
Chairman, Board of Trustees, Tabor Academy (1991-2006) |
| Designations: |
Certified Financial Planner® Licensee (1995 – present) |
| Affiliations: |
Financial Planning Association (1996 – present) |
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| Lynne T. Nahigyan, CFP® |
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Education: |
B.A., Sociology, University of Massachusetts, Dartmouth
College for Financial Planning, Denver, CO, Diploma in Financial Planning |
| Experience: |
Accountant/Planning Assistant, office of Drew L. Nahigyan, MD (1990-1996)
Principal, Seamark Financial Services, Inc. (1996 – present) |
| Activities: |
Chairperson, Finance Committee, Mattapoisett Congregational Church (2001-2004) |
| Designations: |
Certified Financial Planner® Licensee (1998 – present) |
| Affiliations: |
National Association of Personal Financial Advisors (1996-present) |
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How We Work Together
We are equal partners in the firm. Bill holds “first line” responsibility for the investment advisory side of the business, and Lynne has primary responsibility for the financial planning side. While Bill attends conferences and seminars focused primarily on investments, and Lynne’s attention turns toward financial planning conferences, as a practical matter we collaborate closely on all matters surrounding our clients’ financial picture.
Because of the in-depth nature of our approach, and because we believe that our clients deserve to have the principals directly and intimately involved with their finances, we can not be all things to all people. Accordingly, we have limited our practice to approximately twenty-five (25) client relationships. A “client relationship” might include two or three family members and as many as fifteen (15) individual investment accounts. Our clients are assured, accordingly, that they will receive a very high level of service from one of the firm’s two principals. |
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©2010 Seamark Financial Services, Inc. All rights reserved. |
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