sunshine-marsh
 

 

Sunshine L. Marsh
Senior Client Service Representative, Private Wealth Management
[email protected]


Sunshine joined Bartholomew & Company in 2019, bringing with her more than 11 years of financial planning and securities-related experience.

As a senior client service representative, Sunshine serves as the first point of contact for Peter McManus's and Marcia Sullivan’s clients, responding to day-to-day account inquiries. She also supports Ashley Riley, Donald Anderson, and Nancy Scott as needed.

Previously, Sunshine worked as a financial planning assistant for a CERTIFIED FINANCIAL PLANNER™ Professional. She also held payroll and bookkeeping roles in nonprofit organizations.

Sunshine resides in West Brookfield, Massachusetts. She enjoys camping, horseback riding, and spending time with her family.

 

Location: Worcester Office