Navigating a clear course toward your financial security.

Linda M. Wakefield, Client Service Associate

Linda M. Wakefield, Client Service Associate for Taxation and Accounting

 

Areas of Focus:

Taxation
Accounting

 

 

 


 

We are pleased to announce the addition of Linda Wakefield to your service team here at Bearing Point Wealth Partners.  With her background in accounting, taxation, and law, Linda brings additional depth to our tax team and will serve as a valuable resource for addressing tax and accounting-related questions both for our individual and family clients, as well as those of you who operate small businesses. 

 

Linda earned a Bachelor of Science degree in Accounting from Southern New Hampshire University in 2008 and also holds an Associate in Science Degree in Paralegal Studies from New Hampshire Technical Institute.  Outside the classroom, Linda has advanced her knowledge of law and accounting over a career that includes work in both fields.  She previously held positions at the Harvey & Mahoney law firm in Manchester, and at accounting firms Victoria L. Phillips in Loudon and Gamwell, Caputo, Siek & Company in Conway.  She has also gained corporate bookkeeping experience through work at Concord Coach Lines, Inc. in Concord and Geoff Gray Corporation in Manchester.

Linda is a life-time resident of New Hampshire.  She grew up on Lake Winnipesaukee in Tuftonboro, NH and now resides with her partner, Mark, and their three daughters in Sandown, NH. 

In her position as Client Service Associate here at Bearing Point Wealth Partners, Linda will be providing support with tax return preparation and tax planning, handling accounting and office management duties, and assisting with a variety of client requests, all of which will help ensure that we continue to provide the high level of service that you have come to expect from us as your financial planning firm.  

 

 

Email your questions to info@bearingpointwealth.com

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