Broker Check
Karen Berard

Karen Berard

Executive Assistant

Karen has been with The Virtus Group since October of 2000.  She earned her bachelor’s degree in Business and Economics with a minor in Human Work Behavior at Saint Anselm College.  Karen’s responsibilities include coordination of interoffice files and client documentation for mutual funds, annuities, brokerage, life insurance, and disability insurance accounts.  She oversees account maintenance for all levels of account types from start to finish, whether it be opening, liquidating, transferring or closing accounts.  She is also responsible for tracking required minimum distributions, as well as maintaining and updating beneficiary designations.  Karen plays a key role in daily operations with an emphasis on client services, as she is in constant communication with fund groups, insurance agencies, and vendors to provide excellent customer service for our clients.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MS, OH, NC, NE, NH, NJ, NY, PA, RI, SC, TX, UT, VA, WI.

Contact

Tel: (401) 223-0500
Fax: (401) 223-0509
LPL: 1-800-877-7210

10 Memorial Blvd., Suite 903
Providence, RI 02903

mark@virtusgrp.com

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