Margaret S. Ellis, CEA

Margaret S. Ellis, CEA

Client Services Representative

Margaret joined our firm in 1998. Prior to employment with Barresi Financial, Margaret was employed as a Secretary for Chester M. Kearney, CPA and also for the Aroostook Valley Railroad. Margaret's responsibilities at Barresi Financial, Inc. are to coordinate, submit and track new business in the individual department in addition to providing client services.  

Margaret also provides sales support to the Registered Representatives, prepares client correspondence, firm staff coordination, carrier licensing and provides assistance to the Registered Reps. She holds a Maine Life and Health insurance license and earned her Certified Executive Assistant designation from the CEA Institute, Baton Rouge, LA.  She is a graduate of Central Aroostook High School and has completed courses at Northern Maine Technical College.

Phone (207) 764-5639
Fax (207) 764-6467