Karen Crane

I have been with Strategic Financial Services since 2014. I started as a part-time assistant which transitioned to a full-time position as the Client Service Manager of our Norwell Office. My knowledge base of the Financial Services industry comes from a lengthy career at State Street Corp in the ’80s and ’90s. That, combined with various jobs, including a preschool teacher, bookkeeper, and my most challenging assignment of raising 3 boys, affords me the unique  skillset required for my position. My duties include coordinating client meetings, preparing client statements, supporting the advisors with day-to-day transactions, and providing excellent service to our clients. Chances are, if you call the Norwell office, I’ll be answering the phone and am happy to help.

Fun facts:

• I am a rookie Grandmother (established Dec 2022). I love being a Grammie!

• My immediate family includes my husband, 3 adult sons, a wonderful daughter-in-law, and our beautiful granddaughter. But my extended family is massive! We love getting together for family events, especially to watch our local New England Sports teams.  

• I love to play golf.

• The beach is my happy place, particularly at sunset.

• I enjoy traveling with family and friends. My best experiences have been in Aruba and Italy.

• I am not the best cook, but I enjoy baking and have received rave reviews for my  brownies.

• I am a horrible singer and dancer, but I have always been intrigued by the idea of being on stage. In my next life, I’ll be a professional performer.