Sunshine L. Marsh

    Senior Client Service Representative, Private Wealth Management

    Location: Worcester Office

    Senior Client Service Representative Sunshine L. Marsh

    Grounded in Relationships, Driven by Purpose

    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' clients, responding to day-to-day account inquiries. She also supports Ashley Riley 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.