Coming from a long family line of financial planners, Equitable seemed like a perfect fit. From a young age, I remember watching my mother, grandfather, aunts and uncles meet with individuals to help them understand how to achieve both their personal and financial goals. I knew that I wanted to do the same!
As a member of the Retirement Benefits Group, I built my business by providing wealth management services and financial education to meet the retirement needs of those who serve, build and care for our communities: educators and staff in our public schools, colleges and universities; hospital and municipal workers; and employees of nonprofit organizations.
My teams comprehensive approach allows us to help guide my clients through various stages of their life by implementing a vast array of planning tools. We utilize the individual strengths of our team members to create a portfolios which help meet the needs and goals of our clients. We are proud of the level of service we are able to offer the households which we work with. We emphasize the importance of a holistic approach by reviewing all areas of our client financial lives. This includes:
- Retirement, Legacy and Estate Planning
- Asset Management
- Education Funding
- Life, Disability Income and Long-Term Care Insurance
Life is long and we recognize that personal and financial goals change along the way. My team is here to help you stay on track with your financial goals
I am honored to have spoken at the Investment News Advisor Summit, as well as being placed in the top 20 Female DSF Advisors nationwide and named DSF Associate of the year for 3 years in a row.
I am a proud graduate of Bentley University with a Bachelors of Science Degree in Marketing and Global Perspectives, Minor in Management and Master of Science in Financial Planning. In my spare time, I enjoy skiing, travelling and spending time with my family on Martha’s Vineyard.
Wellesley, MA
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer