--- title: Tricia Welsh, CFP® Joins Beck Bode Wealth Management description: DEDHAM, MA – November 14, 2014 – Beck Bode Wealth Management (Beck Bode) is pleased to announce that Tricia Welsh, CFP® has joined… image: https://beckbode.com/hubfs/boston_skyline2.png --- # Tricia Welsh, CFP® Joins Beck Bode Wealth Management [ by ![Beck Bode](https://beckbode.com/hubfs/beckBode-favicon-150x150.png) Beck Bode](https://beckbode.com/news/author/beck-bode) | November 14, 2014 **DEDHAM, MA – November 14, 2014** – [Beck Bode Wealth Management](http://beckbodewealth.com/) (Beck Bode) is pleased to announce that [Tricia Welsh, CFP®](http://beckbodewealth.com/theteam/tricia-welsh-cfp/) has joined the investment firm as a financial advisor, where she specializes in guiding people and families going through major life transitions such as divorce and death, as well as those planning in advance for retirement. A deliberately different kind of financial firm, Beck Bode was created in 2013 by co-founders [Ben Beck](http://beckbodewealth.com/theteam/benjamin-ben-beck/) and [Jim Bode](http://beckbodewealth.com/theteam/james-jim-bode/). Their time at large global firms revealed what works for clients and what doesn’t, and that a “one size fits all” approach was not how they wanted to operate. Since launching a year and a half ago, the firm has doubled its assets and office space given employees currently total nine and hiring continues. “Tricia is a perfect fit for our growing firm and shares our philosophy to work closely with our clients, hands-on, from start to finish, for truly personal and customized planning,” commented Beck, managing partner and chief investment officer at Beck Bode. “In addition to her financial know-how, her clients feel especially supported during what are often difficult circumstances given her warm and caring manner.” While Tricia, who lives in Hingham, has been helping people plan for their futures for many years, her involvement in the financial industry started earlier on as an Assistant Vice President at Irving Trust Bank in New York City, overseeing the Federal Funds trading desk where billions of dollars were traded daily. Next came a seven-year stint with Fortune Magazine as a Wall Street financial reporter and anchor of the Fortune Business Report on NY1 Cable News covering personal finance, financial markets and the economy. Further details about Tricia’s experience, expertise and credentials can be found [here](http://beckbodewealth.com/theteam/tricia-welsh-cfp/). ### **About Beck Bode Wealth Management** Beck Bode was created in March 2013 to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught co-founders [Ben Beck](http://beckbodewealth.com/theteam/benjamin-ben-beck/) and [Jim Bode](http://beckbodewealth.com/theteam/james-jim-bode/) what works for clients and what doesn’t, and they saw better ways to help their clients, but were often restricted from implementing them. Client successes are built on exceptionally personal experiences that embody a “hands on” approach and a [proven investment methodology](http://beckbodewealth.com/approach/). The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success. **Media Contact:** Heidi Boie [heidi.boie@gmail.com](mailto:heidi.boie@gmail.com) 508-846-5307 [Press Releases](https://beckbode.com/news/tag/press-releases) - [Tweet](https://twitter.com/share) ### Popular Articles - [ From the Desk of the Chief Investment Officer 2026](https://beckbode.com/news/from-the-desk-of-the-chief-investment-officer-2026) - [ From the Desk of the Chief Investment Officer July 2025](https://beckbode.com/news/from-the-desk-of-the-chief-investment-officer-july-2025) - [ Compass Rose Joins the Beck Bode Family of Companies](https://beckbode.com/news/compass-rose-joins-the-beck-bode-family-of-companies) - [ October 2024 Newsletter](https://beckbode.com/news/october-2024-newsletter) - [ Intentional Wealth Advisors Joins the Beck Bode Family of Companies](https://beckbode.com/news/intentional-wealth-advisors-joins-beck-bode) ### Posts by Topic - [No Bonds Podcast (17)](https://beckbode.com/news/tag/no-bonds-podcast) - [Newsletter (14)](https://beckbode.com/news/tag/newsletter) - [Press Releases (5)](https://beckbode.com/news/tag/press-releases) ## Additional Reading ### [Jane Evelyn, CFP® Joins Beck Bode Wealth Management DEDHAM, MA – February 3, 2015– Beck Bode Wealth Management (Beck Bode) is pleased to announce that...](https://beckbode.com/news/jane-evelyn-cfp-joins-beck-bode-wealth-management) ### [Intentional Wealth Advisors Joins the Beck Bode Family of Companies Northern Michigan Financial Planning Firm Seeks And Finds A Values-Aligned Match](https://beckbode.com/news/intentional-wealth-advisors-joins-beck-bode) ### [Compass Rose Joins the Beck Bode Family of Companies New Hampshire-based Compass Rose Private Investment Management joins the Beck Bode Family of...](https://beckbode.com/news/compass-rose-joins-the-beck-bode-family-of-companies) LATEST ARTICLES [**From the Desk of the Chief Investment Officer 2026** January 15, 2026 Progress Rarely Feels Comfortable Just a few weeks ago, my car was in the shop, so I opened up a rental app called ... ](https://beckbode.com/news/from-the-desk-of-the-chief-investment-officer-2026) STAY UP TO DATE Join our newsletter to get more information. CONTACT [ 858 Washington St. Suite 100 Dedham, MA 02026 ](https://beckbode.com/news/tricia-welsh-cfp-joins-bbwm#https://www.google.com/maps/place/Beck+Bode,+LLC/@42.233367,-71.1844787,18z/data=!4m12!1m6!3m5!1s0x89e37ff1a8d2be89:0xe3749cefba4a382f!2sBeck+Bode,+LLC!8m2!3d42.2332638!4d-71.1833656!3m4!1s0x89e37ff1a8d2be89:0xe3749cefba4a382f!8m2!3d42.2332638!4d-71.1833656) [ invest@beckbode.com ](mailto:invest@beckbode.com) [ (617) 209–2224 ](tel:6172092224) Copyright © 2026 Beck Bode, LLC  [DISCLOSURES](https://beckbode.com/disclosures) | [TERMS](https://beckbode.com/terms-of-service) | [DISCLAIMER](https://beckbode.com/disclaimer) | [PRIVACY](https://beckbode.com/privacy-policy) 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. ![](https://px.ads.linkedin.com/collect/?pid=4056537&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Beck Bode", "url" : "https://beckbode.com/news/author/beck-bode" }, "dateModified" : "2021-10-27T20:01:33.115Z", "datePublished" : "2014-11-14T13:58:01.000Z", "headline" : "Tricia Welsh, CFP® Joins Beck Bode Wealth Management", "image" : [ "https://beckbode.com/hubfs/boston_skyline2.png" ], "mainEntityOfPage" : { "@id" : "https://beckbode.com/news/tricia-welsh-cfp-joins-bbwm", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://beckbode.com/hubfs/beckbode_250x.png" }, "name" : "Beck Bode LLC" } } ```