David S. McKechnie, CLU^®, CAP^®

Managing Partner

As a Managing Partner and Chief Investment Officer of Beauport Financial Services, I take responsibility in overseeing and protecting the wealth of our valued clients. With over 39 years of experience, I provide comprehensive investment, estate, and retirement planning with a focus on risk management. I have earned the, Chartered Life Underwriter (CLU^®) and Chartered Advisor in Philanthropy (CAP^®) designations from The American College (Bryn Mawr, PA). In addition, I hold the FINRA Series 7, 24, 63, and 66 registrations as well as licenses for Life, Health, Annuities and Variable Insurance.

Professional Associations & Philanthropy

• Essex County Estate Planning Council, Member
• Westhaven Orphanage – The McKechnie family teams with Valmark Securities, Inc. members each year to make needed improvements to the Jamaican orphanage.
• North Shore YMCA, Board of Directors 1986-2011, 2013-2023
• Cape Ann YMCA, Capital Campaign Chair 2015
• Shriners Burns Hospital for Children, Member Board of Trustees, Boston 2003-2012, Chairman of the Board 2010-2012
• Shriners Burns Hospital, Emeritus Member, 2013 to present
• Gloucester Rotary Club, Member 1987-present, Past President 2001-2002
• Arise Rwanda Medical Advisory Board, 2024-present

Education

• University Of Vermont, BA Economics 1983
• The American College, Chartered Life Underwriter, and Chartered Advisor in Philanthropy professional designations

Away From the Office

In my free time, I enjoy golfing, skiing, boating, and traveling with my wife Elaine and two sons, Ryan and Connor. I find great fulfillment in helping others and in addition to being involved with many local nonprofits, my wife and I volunteer at the West Haven Orphanage in Jamaica and Arisa Rwanda in Kigali Rwanda.

Favorite Quote

“An investment in knowledge pays the best interest.”

—Ben Franklin