{"id":345978,"date":"2025-12-15T22:20:58","date_gmt":"2025-12-15T22:20:58","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/insurance\/salem-five-insurance-launches-private-client-practice-strengthens-operations-with-two-strategic-hires\/"},"modified":"2025-12-15T22:20:58","modified_gmt":"2025-12-15T22:20:58","slug":"salem-five-insurance-launches-private-client-practice-strengthens-operations-with-two-strategic-hires","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=345978","title":{"rendered":"Salem Five Insurance Launches Private Client Practice, Strengthens Operations with Two Strategic Hires"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div itemprop=\"text\" wp_automatic_readability=\"115.48960101868\">\n<figure class=\"wp-block-image alignwide size-full\"><img loading=\"lazy\" data-recalc-dims=\"1\" title=\"Salem Five | Agency Checklists\" decoding=\"async\" width=\"1354\" height=\"550\" data-attachment-id=\"78691\" src=\"https:\/\/agencychecklists.com\/2025\/12\/12\/salem-five-insurance-launches-private-client-practice-strengthens-operations-with-two-strategic-hires-78689\/salem-five-4\/\" data-orig-file=\"https:\/\/i0.wp.com\/agencychecklists.com\/wp-content\/uploads\/2025\/12\/Salem-Five.jpg?fit=1354%2C550&amp;ssl=1\" data-orig-size=\"1354,550\" data-comments-opened=\"0\" data-image-meta=\"{\" aperture\":\"0\",\"credit\":\"\",\"camera\":\"\",\"caption\":\"\",\"created_timestamp\":\"0\",\"copyright\":\"\",\"focal_len=\"\" data-image-title=\"Salem Five\" data-image-description=\"\" data-image-caption=\"\" data-medium-file=\"https:\/\/i0.wp.com\/agencychecklists.com\/wp-content\/uploads\/2025\/12\/Salem-Five.jpg?fit=739%2C300&amp;ssl=1\" data-large-file=\"https:\/\/i0.wp.com\/agencychecklists.com\/wp-content\/uploads\/2025\/12\/Salem-Five.jpg?fit=600%2C244&amp;ssl=1\" alt=\"\" class=\"wp-image-78691\" srcset=\"https:\/\/i0.wp.com\/agencychecklists.com\/wp-content\/uploads\/2025\/12\/Salem-Five.jpg?w=1354&amp;ssl=1 1354w, https:\/\/i0.wp.com\/agencychecklists.com\/wp-content\/uploads\/2025\/12\/Salem-Five.jpg?resize=739%2C300&amp;ssl=1 739w, https:\/\/i0.wp.com\/agencychecklists.com\/wp-content\/uploads\/2025\/12\/Salem-Five.jpg?resize=600%2C244&amp;ssl=1 600w, https:\/\/i0.wp.com\/agencychecklists.com\/wp-content\/uploads\/2025\/12\/Salem-Five.jpg?resize=200%2C81&amp;ssl=1 200w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\"\/><\/figure>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<h2 class=\"wp-block-heading\">Kelly Ewart to lead new practice, Beth Needham to oversee agency-wide operations; both supporting the company\u2019s continued expansion, enhanced client service across Eastern Massachusetts<\/h2>\n<p class=\"has-drop-cap\">WOBURN, MA (December 8, 2025) \u2013 Salem Five Insurance, a division of Salem Five, today announced the launch of its Private Client Practice along with two strategic appointments designed to elevate its market presence, deepen client relationships, and position the company for its next chapter of growth.<\/p>\n<p><a href=\"https:\/\/www.linkedin.com\/in\/kellyewart\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Kelly Ewart<\/a> joins as Senior Vice President and Private Client Practice Leader, spearheading private client strategy, advisory services, carrier partnerships, and the delivery of consultative insurance and risk management solutions for affluent households. <a href=\"https:\/\/www.linkedin.com\/in\/beth-needham-80062b11\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Beth Needham<\/a> steps into the newly created role of Senior Vice President, Director of Operations, charged with driving operational excellence, fortifying the leadership framework, and building the scalable infrastructure that will power Salem Five Insurance\u2019s next era of growth.<\/p>\n<p>\u201cThe launch of our Private Client Practice marks a defining moment in Salem Five Insurance\u2019s evolution,\u201d said Heather Smith, President of Salem Five Insurance. \u201cAs the largest bank-owned insurance agency in Massachusetts, we\u2019ve earned our reputation by delivering consultative, high-touch service. This new practice elevates that commitment for affluent households with complex insurance and risk management needs. Kelly Ewart\u2019s deep expertise in the private client space makes her the ideal leader to shape this practice and forge lasting relationships with high-net-worth clients and carriers.\u201d<\/p>\n<p>\u201cEqually important is building the operational strength to sustain growth across our entire business. Beth Needham brings the leadership and industry insight we need to scale with confidence. Together, these moves position us to deliver exceptional service today while creating the infrastructure for tomorrow\u2019s success.\u201d<\/p>\n<p>Ewart brings more than two decades of experience spanning property &amp; casualty insurance, family office advisory, and strategic marketing\u2014anchored by key roles at premier high-net-worth carriers including Chubb, PURE, and Berkley One. Needham complements that with deep operational expertise from her tenure at Hilb Group, The Hanover Insurance Group, and other top-tier firms, positioning Salem Five with the talent and vision to scale for the future.<\/p>\n<p>Both leaders join Salem Five Insurance at a time of significant investment in talent and innovation. While focused on growth, the company remains true to its roots\u2014deeply committed to giving back to the communities it serves through local initiatives and the Salem Five Charitable Foundation. This commitment to community, combined with a culture that values collaboration and professional development, makes Salem Five Insurance not only a trusted partner for clients but also a great place to build a career.<\/p>\n<p>\u201cThere is tremendous opportunity to elevate the private client experience by bringing a truly consultative approach to risk management,\u201d said Ewart. \u201cI\u2019m thrilled to help create the infrastructure needed to sustain long-term growth while maintaining the high-touch service that defines Salem Five,\u201d added Needham.<\/p>\n<p>These appointments signal that there is much more to come\u2014from expanded capabilities to new ways of serving clients\u2014underscoring Salem Five Insurance\u2019s position as a forward-thinking, community-driven organization.<\/p>\n<h3 class=\"wp-block-heading\">About Salem Five Insurance and Salem Five Bancorp<\/h3>\n<p>Salem Five Insurance is a subsidiary of Salem Five Bancorp, which is also the holding company of Salem Five (<a href=\"https:\/\/nam02.safelinks.protection.outlook.com\/?url=http%3A%2F%2Fwww.salemfive.com%2F&amp;data=05%7C02%7CAlison.McCarthy%40salemfive.com%7Cc38318e441cc41bf934f08de369fd7ff%7C2815bfb547d446ea9dc98dc120467136%7C0%7C0%7C639008257371105631%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&amp;sdata=yDUoVAAmNUuNH7W2mcGWqCOFgg6n%2Bl6MtKIKIGlsXt0%3D&amp;reserved=0\">www.salemfive.com<\/a>), a mutual bank founded in 1855. Whatever the need and whatever the goal, Salem Five\u2019s banking, investment and insurance professionals have the expertise to move customers forward. Salem Five has $8 billion in assets and 33 retail branches in Essex, Middlesex, Norfolk and Suffolk counties. Divisions include\u00a0<a href=\"https:\/\/www.salemfive.com\/personal\/mortgages\/\">Salem Five Mortgage Company<\/a>, one of the largest mortgage lenders headquartered in New England;\u00a0<a href=\"https:\/\/www.salemfive.com\/personal\/personal-wealth-management\/\">Salem Five Wealth Management &amp; Trust\u00a0<\/a>offering fiduciary wealth management services to institutions and high-net-worth individuals; and\u00a0<a href=\"https:\/\/www.salemfiveinsurance.com\/?_gl=1*1rq08h1*_gcl_au*OTY1MjU2NTMyLjE3NjQ2MDQwMDQ.*_ga*MTc3MjU0MDE2My4xNzU2ODI0Njcw*_ga_HV0QYWK2VZ*czE3NjUyMzEzODIkbzg3JGcxJHQxNzY1MjMxNDI4JGoxNCRsMCRoMA..\">Salem Five Insurance Services<\/a>, which provides personal and commercial insurance. Salem Five deposits are insured through the FDIC. Salem Five Mortgage Company\u2019s NMLS # is 4662. Equal Housing Lender. Securities are offered through LPL Financial, member <a class=\"glossaryLink\" aria-describedby=\"tt\" data-cmtooltip=\"&lt;div class=glossaryItemTitle&gt;FINRA&lt;\/div&gt;&lt;div class=glossaryItemBody&gt;&lt;div class=&quot;cmtt_meaning_label&quot;&gt;1&lt;\/div&gt;Financial Industry Regulatory Authority, Inc&lt;b&gt;.&lt;\/b&gt; A non-governmental organization that regulates security broker-dealers and security exchanges.&lt;div&gt;&lt;div class=&quot;cmtt_meaning_label&quot;&gt;2&lt;\/div&gt;The Financial Industry Regulatory Authority, FINRA, is an independent regulator for all securities firms doing business in the United States. FINRA licenses individuals and admits firms to the securities industry, writes rules to govern their behavior, examines them for regulatory compliance, and is authorized by the U.S. Securities and Exchange Commission (SEC) to discipline registered representatives and member firms that fail to comply with federal securities laws and FINRA's rules and regulations. It provides education and qualification examinations to industry professionals. FINRA's mission is to protect investors by making sure the United States securities industry operates fairly and honestly.&lt;\/div&gt;&lt;\/div&gt;\" href=\"https:\/\/agencychecklists.com\/glossary\/finra\/\" data-mobile-support=\"0\" data-gt-translate-attributes=\"[{\" attribute\":\"data-cmtooltip\",=\"\" \"format\":\"html\"}]\"=\"\" tabindex=\"0\" role=\"link\">FINRA<\/a>\/SIPC. Life insurance products are offered through LPL Financial or its licensed affiliates. Insurance and investment products are not FDIC insured, not bank guaranteed, may lose value, not a deposit, and not insured by any federal government agency.<\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Kelly Ewart to lead new practice, Beth Needham to oversee agency-wide operations; both supporting the company\u2019s continued expansion, enhanced client service across Eastern Massachusetts WOBURN, MA (December 8, 2025) \u2013 Salem Five Insurance, a division of Salem Five, today announced the launch of its Private Client Practice along with two strategic appointments designed to elevate [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[94],"tags":[12982,41661,11034,10851,13276,9441,11448,22443,12953,49003],"dealstore":[],"offerexpiration":[],"class_list":["post-345978","post","type-post","status-publish","format-standard","hentry","category-insurance","tag-client","tag-hires","tag-insurance","tag-launches","tag-operations","tag-practice","tag-private","tag-salem","tag-strategic","tag-strengthens"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - 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