Karen D. Curran
Certified Financial Planner and Chartered Financial Consultant
Karen holds the Certified Financial Planner designation CFP®, the highest credential available in the financial planning field. Less than 20 percent of practicing financial advisors in the industry can claim ownership of this rigorous distinction.
Karen’s interest in financial consulting began with a decade-long career in academic fundraising at Smith College, where she helped donors craft sophisticated giving plans to meet their charitable and personal goals.
She lives in Northampton with her husband and two sons, both students at Northampton High School. Karen takes pride in being actively involved in the community. She is a member of the Board of Directors and Finance for Cooley Dickinson Hospital and Safe Passage of Northampton. Karen also has longstanding ties to the Hampshire Regional YMCA, the Northampton Survival Center, Sunnyside Childcare Center, and the Northampton Education Foundation. She is a member of the national Financial Planning Association and the Hampden County Estate Planning Council.
Molly A. Keegan
Molly began her career at Coopers & Lybrand, a prestigious accounting firm. She spent over 15 years in banking, holding senior positions in finance and operations. Twenty-plus years in the financial services sector have allowed Molly to embrace the central importance of planning, whether for a household of one or a large corporation.
As a financial advisor, Molly is able to follow her passion and have a direct impact on people who share her same values. Her goal in her work is to ease clients’ anxiety about financial uncertainty by crafting a financial plan and an investment strategy that makes sense in the context of each individual’s unique circumstances.
Focusing on her own community allows Molly to also advocate for and impact individuals in Hadley, where she has lived for nearly two decades with her husband and three children. A Northampton native, Molly is past Chair of the Hadley Selectboard and is a former Chair of both the Hadley Finance and School Committees. She has also held leadership roles in the Greater Amherst Chamber of Commerce and Cal Ripkin District II Baseball League. She is a founding member of Hampshire One, the Hampshire County economic development initiative, and the Pioneer Valley Estate Planning Council. She is an active member of Most Holy Redeemer Parish Finance Council.
Client Service Associate
Heather joined Curran & Keegan after nearly two decades of executive level roles at a multimillion-dollar international corporation located in the Pioneer Valley. As Chief Project Manager, she fostered their most valued client relationships and authored the company’s business development, budgeting and risk management processes.
Passionate about community, education and environment, she serves as Vice Chair of the Hatfield District School Committee and is a founding member of the Hatfield Community Garden.
A lifelong resident of Western Massachusetts, Heather lives in Hatfield with her son and husband.
Bolton Global Capital – Key Team Members
Account Manager – Bolton Global Capital
Meredith is a key member of Bolton Global Capital’s Account Management team. In her role, she provides high-touch service to some of Bolton’s top wealth management teams. Through her experience at Bolton, she has gained a deep understanding of the needs of wealth management clients. Meredith holds a FINRA Series 99 license.
The preceding Bolton Global Capital team members are employees of Bolton Global Capital (Member FINRA, SIPC), the introducing broker dealer of Curran & Keegan Financial.