Seddon Nelson

Welcome to Acadia Financial Services. It’s different here. From its genesis, we have consciously built a firm that is designed to meet the financial service needs of most individuals and families, while simultaneously addressing many of the hesitations that people face when hiring an advisor. The motivation to form Acadia stemmed from my first experience with a financial advisor. As a Second Lieutenant in the US Air Force back in 1990, I was referred by a friend to his advisor. In short order, it became clear that he did not have my best interests in mind; he did a fairly good job of separating me from my money. I was so dismayed by the incident that I became my own financial advisor, determined to protect others from the same experience. Nearly thirty years later, when it was time to retire from the military, I was called to continue serving others as a Christian financial advisor. I now focus on helping clients pursue financial freedom and contentment. Again, welcome to Acadia Financial Services. I think you will like what you see.

Margi Coutinho-Betancourt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has been with Fidelity Investments since 2012, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, she worked at First Command Financial Planning Services from 1991 to 2012, starting as an Administrative Assistant and later becoming a Financial Advisor. Her expertise includes retirement planning, income planning, and wealth planning, working closely with clients to develop customized financial plans that align with their short- and long-term goals. Margi emphasizes building strong relationships with clients based on trust throughout the financial planning process. Outside of her professional work, Margi has interests in cooking and baking, football, golf, theater, traveling, and volunteering.

Katherine Mcsween is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides integrated strategy, implementation, and service to a select nationwide clientele, which includes small-business owners, executives, and multi-generational families. She focuses on personalized wealth management strategies to help clients pursue their objectives, managing portfolios that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Katherine also addresses a wide range of client needs, including investment management, trust and estate planning services, credit and banking through Bank of America, retirement planning, and philanthropy. Since beginning her wealth management career in 2007, Katherine has developed expertise in areas such as college education planning, legacy planning, liquidity management, retirement income, tax minimization, and small business strategies. She places particular emphasis on the financial needs of women at various life stages. Katherine holds a Personal Investment Advisor (PIA) designation and earned her bachelor's degree from James Madison University. Outside of her professional work, Katherine embraces fitness as a way of life and enjoys combining sports and workouts with friends and family, especially her children. Her personal interests include cooking, interior decorating, reading, running, swimming, tennis, and writing. She values continual learning and taking on new challenges both in and out of the office.

Nader Tamadon is the Resident Director and Wealth Management Advisor at Merrill Lynch, specializing in providing tailored financial strategies for families and closely held business owners. He focuses on wealth preservation, tax minimization, education funding, estate planning, retirement income navigation, and business succession. With expertise in exit planning, Nader facilitates structured and coordinated approaches for business owners preparing for growth, succession, or a sale, emphasizing pre-liquidity strategies, succession planning, and life-after-sale objectives. His collaborative method involves aligning CPAs, estate attorneys, bankers, and other specialists to support clients' financial goals. Nader holds a Bachelor's degree in Finance from Towson University and an MBA in Management from Hofstra University. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned several industry credentials, including Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA), Accredited Wealth Management Advisor (AWMA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Fluent in English and Persian, he also participates in professional and community organizations such as the Tahirih Justice Center and is affiliated with the Baha'i Faith. Outside of his professional work, Nader enjoys baseball, basketball, football, golfing, and spending time with his family.

Richard Harrison is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2009, serving previously as Regional Director from 2021 to 2023 and as Regional Investment Consultant from 2009 to 2021. In his current role, Richard collaborates with clients to develop personalized financial strategies that align with their goals. He emphasizes building relationships based on trust and transparency to support clients in making informed financial decisions and creating long-term plans. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Brian Bink is a Financial Consultant dedicated to assisting clients in pursuing their financial objectives through customized planning and ongoing collaboration. He emphasizes building strong, enduring relationships based on trust. His professional experience includes serving as a Manager at Bain & Company from 2021 to 2024 and working as an Investment Advisor for the Yale Advisory Committee on Investor Responsibility from 2018 to 2020. Outside of his professional work, Brian engages in activities such as cars, family activities, outdoor adventures, caring for pets, traveling, and volunteering.