617.209.2224

CLIENT PORTAL

Andy Martone

Sr. Client Advisor

About Andy

I’ve been working in finance for over three decades, and I’ve known Ben and Jim for years, because they used to be my clients. From the start, I remember really enjoying my interactions with them. The offer to join them was always there, but somehow it never happened.

Until one day someone asked me to recommend a financial advisor. The first name that came to mind was Beck Bode. My referral met with them and loved their approach. I thought to myself, “If I like calling on these guys from my side of the desk, and this person really enjoyed them, why wouldn’t I give this a shot and see what it would be like to work together?” It was as simple as that.

It's been many years since that day, and I still enjoy what I do, as well as the team that makes it all happen. What gets me fired up today is the same thing that got me excited about this field to begin with. I get to connect with people about one of the most important topics in their life, their financial future. I appreciate getting positive feedback from our clients, knowing that our work is really helping people move forward in their lives. That’s fulfilling to me.

I used to play hockey professionally, and I carry with me many of the lessons from being a high-performance athlete: to be coachable, to keep the end goal in mind, and to always remember that it takes more than one person to get you to the finish line. Everyone at Beck Bode is here to help everyone else. I’m thrilled to be a part of this winning, high-energy team.

When I’m not passionately sharing the Beck Bode story with prospective clients and anyone who’ll listen, you’ll find me enjoying everything Cape Cod has to offer as well as the occasional men's league game.

My wife, Carolyn, and I live on Cape Cod and we have two adult sons.

CREDENTIALS AND OTHER INTERESTING FACTS
  • Bachelor’s Degree in English, Salem State University, Massachusetts

Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.