Gretchen Stranch-Cote
Gretchen Stranch-Cote
PeoplesWealth Advisory Group
Senior Wealth Advisor, Raymond James Financial Services
Mobile Phone: 413.750.8160
With 28 years of experience in the financial-services industry, Gretchen Stranch-Cote joined PeoplesWealth Advisory Group to provide clients with disciplined, income-focused retirement strategies. She guides individuals and families through a rigorous, goals-based planning process—aligning growth, income, and legacy-protection solutions with each client’s time horizon and risk tolerance.
As a Senior Wealth Advisor, she serves the financial needs of families, business owners and organizations by developing a personalized financial plan and detailed investment strategy. By using her planning-based approach, she helps her clients meet their current financial needs while working towards future objectives to reach their longer-term financial goals.
Gretchen earned her degree from Bay Path University and holds Series 6, 7, 63, and 65 registrations, as well as Life, Accident, and Health Insurance licenses in Massachusetts and Connecticut. She brings a proven track record of performance and personalized service. Gretchen resides in Belchertown, MA, where she enjoys life by the golf course when she’s not helping clients pursue their financial goals.
