Janice D. McGarry

Janice D. McGarry

Janice D. McGarry

Manager of Wealth Management Operations

Janice joined Sachetta as Manager of Wealth Management Operations with the merger of Wealth Management Advisors on January 1, 2022.  For ten years prior she was Operations Manager for WMA.  She began her career in financial services in 1996 and has worked at both national firms and small wealth management practices.  Over that time, she has excelled in client relationships as well as the operational aspects of wealth management firms.

Janice is responsible for the day to day operations of the firm.  This includes trading and rebalancing portfolios, firm compliance, servicing client requests, and handling our client onboarding processes as well as ensuring all of our systems are running smoothly.

Janice is a Fisher College graduate and has completed the Series 7, Series 63 and Series 65 exams.

Janice lives in Tyngsboro, MA with her husband, Rick.  She has a son and daughter and three grandchildren.  In her spare time, she enjoys traveling, especially to follow the New England Patriots.