Gene Del Rio,  CLU

CONNECT

Address:

55 Market Street Ste 208
Ipswich, MA 01938

Phone:

978-356-6554

Fax/Other:

978-356-6578

My Team

Gene del Rio, CLU®

Gene del Rio, CLU, is a well known North Shore financial services professional.  He has focused his practice on Estate planning for families and business owners,  asset protection strategies through long-term care insurance planning and investment and tax strategies for retirement income. Gene, an Investment Advisor Representative, works at Ipswich Bay Financial, located in Ipswich, Massachusetts and is celebrating 28 years as an insurance agent and financial advisor in 2014.

Gene is a member of the Hamilton/Wenham Rotary Club, Hamilton/ Essex County Estate Planning Council, Boston Estate Planning Council, National Association of Insurance and Financial Advisors, and serves on The Care Dimensions and Greater Boston Planned Giving committee. Gene grew up on the North Shore and currently resides in Hamilton, MA with his wife, Sara and their two children.

Please e-mail Gene at gdr@ibfinancial.com

 

Donna Whynott

Donna Whynott joined Ipswich Bay Financial in 2015 as Office Manager and Customer Service Specialist.   Donna is a highly self-motivated and dedicated professional who brings over 20 years of successful work experience.  She is a proactive and confident professional who works closely with all financial service providers to assure that our clients receive first class service.  Donna has demonstrated successful ability to handle the simultaneous execution of multiple priorities while respected for integrity and strong interpersonal skills.  She is a proven team player who leads by example and is valued for hard work, strong contributions, dependability and dedication.

Donna holds a BSBA in Marketing from Nichols College.  She grew up in Worcester and currently resides in Ipswich with her husband, Cliff, and their and two children. 

Please email Donna at dwhynott@ibfinancial.com

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck