Rae MacWilliam, CFP®, AIF®
Rae has been helping individuals and business owners with their financial needs since 1986. He is a member of the NH Estate Planning Council and Past President of the Bedford Rotary Club. He is active in tennis, hockey and youth soccer.
Rae MacWilliam is proud to have been recognized as a Founder's Club advisor for 2019—a distinction based on annual production that places him among the top 36 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Heather is our service manager and assists Rae in all aspects of client service and scheduling. Heather has more than 30 years of experience in administrative and client services, including working for the State of New Hampshire and the legal field.
Karen joined MacWilliam Financial Group in 2020 with more than 6 years of industry experience. She began her financial career at Fidelity starting on its 401(k) team and moving on to work with a team of tenured financial consultants servicing Fidelity's high-net-worth clients. Today, Karen's focus is dedicated to working with our business owners and their participants by assisting them with all of their 401(k) needs. Karen finds joy in providing our clients with the proper education to help set them up for a successful retirement.
Karen and her family live in Allenstown, N.H. When not at work she enjoys spending time with her family and friends and getting outdoors.
Licenses and registrations
- FINRA Series 7, 9, 10, 63, and 66 securities registrations
- NH Insurance Licence