Bonnie is the Client Service Director at Lightship and has been with the firm since its inception. She is responsible for the establishment and maintenance of client accounts, asset transfers, compliance within the office, keeping clients up to date of various administrative processes, and, most importantly, assisting Jon. She joined Jon’s team in 1990 where Bonnie helped run the operations department for a regional firm.
She is a native of Massachusetts, growing up in Wilmington and graduating from Salem State University with a Bachelor of Science in business management.
She currently lives in the Boston neighborhood of West Roxbury with her other half Sal and their rescued Treeing Walker Coonhound, named Shemp. When not in the office Bonnie loves traveling, being on the beach, trying new restaurants, walking Shemp, and spending time with family and friends.
Licenses and Certifications:
- FINRA Series 6 securities registration with Commonwealth Financial Network.