Barbara J. Maitland

Maitland, CEO of Maitland Financial Group, is a financial advisor based in Salem, Mass. with 40 years of experience in investing, retirement planning, and Roth IRAs. With a steadfast belief that knowledge builds confidence, Maitland takes an educational approach with clients, ensuring that they truly understand and are proud of their financial portfolio.

Maitland offers securities through LPL Financial, member FINRA / SPIC and the largest independent broker-dealer in the U.S., and investment advice through Flagship Harbor Advisors, a Boston-based firm offering innovative financial strategies to successful individuals, families, and businesses. In 2019, she was selected for LPL’s Women Advisors Leaders Forum. Previously, she served as an advisor for Edward Jones.

Maitland’s financial planning skills are shaped by decades of training her eyes, as a former tennis pro, and her ears, as a multi-genre violinist. Today, those sharp eyes and ears are most often focused on following the latest market news and analysis to uncover winning opportunities for her clients.

Prior to her financial planning career, Maitland worked for 30 years as a tennis pro at Racquettime Tennis Club and for three years with tennis legend Billie Jean King on establishing the New England recreational World TeamTennis leagues. Maitland continues to apply King’s competitive “pressure is a privilege” ethos to her financial planning work and attributes success—whether on the court, in the orchestra, or on one’s retirement plan—to persistence and determination.

Emphasizing strategic long-term planning and asset management and a personal dedication to clear and consistent communication, Maitland—nicknamed the “fairy ROTH-mother”—is a unique and trusted financial advisor who is driven to build her clients’ wealth through ownership.

 

Phone 978-594-8828
Mobile Phone 978-387-9997