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Director of Client Care


  • BS, Business Administration,
    Minor Economics,
    Salem State University, Salem, MA

As Director of Client Care and Operations, Serena performs a broad range of client services and oversees the overall operations of the firm to ensure our clients receive quality care and service. For staff, she provides invaluable guidance to work through challenging financial and insurance developments, and manages their requirements relating to licensing and continuing education. In addition, Serena manages the essential relationship between Beauport Financial and ValMark Securities, Inc., the firm’s broker-dealer. Her many attributes benefit the entire Beauport community every day.

Serena holds Series 7, 6, and 63 registrations with FINRA and holds Insurance licenses for Life, Accident and Health.

With the support of the firm, Serena has creatively balanced her responsibilities at work with her personal centerpiece, her family… parenting her two young sons with her husband. It’s a family affair, sharing the enjoyment of biking, hiking, swimming, skiing, and boating. She is very active with her sons’ school PTO with fund raising and supporting organizational needs. Serena also serves on the Community Council and Board of the Gloucester Education Foundation, she is on the Board of Associated Charities of Gloucester serving as treasurer, and is a member of the Gloucester Rotary Club since November of 2015.

Quite simply, I enjoy helping others, a major component of my work at Beauport. For me, professional fulfillment at work and on a personal level with family and community… begin with the opportunity to offer support for the needs of others. It’s the satisfaction in making meaningful contributions…It’s my nature.

-Serena M. Low

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