Alisa O'Neil, JD, CTFA

Director of Estate & Financial Planning
AlisaO@BFMinvest.com
617-275-0313

Full Bio

As the Director of the Estate & Financial Planning Services, Alisa develops integrated financial and estate planning strategies for our high net worth clients and advises them on a wide range of income, estate and gift tax issues and retirement planning and goals.

Prior to joining Boston Financial Management in 2015, Alisa served as Trust Counsel at Loring, Wolcott & Coolidge Trust, LLC.  Previously, she practiced in the probate and estate tax practice at Cushing & Dolan, P.C. and was an Estate Settlement Officer at U.S. Trust, Company and its predecessor firm, State Street Bank & Trust Company.

Alisa received her B.A., cum laude, from Midwestern State University and her Juris Doctor from Suffolk University Law School.

Alisa earned her designation as a Certified Trust and Financial Advisor from the Institute of Certified Bankers.

Industry Accreditation & Affiliations

Boston Estate Planning Council – Board Member 2017-2020

Personal Interests

Alisa loves spending time with her husband and three young children and enjoys cooking, musicals and travel.

Pin It on Pinterest