As the Financial Planning and Fiduciary Services Associate, Linda provides support to the Director of Estate and Financial Planning, the Director of Wealth Planning, and the Director of Fiduciary Services. She assists with estate and financial plans for clients and is the administrative coordinator for the firm’s Fiduciary Committee.
Linda joined Boston Financial Management in 2013. She previously worked for private high net worth divisions of Boston financial institutions and law firms, including 11 years as a senior trust administrator for the Fidelity Investments/Crosby Advisors family fiduciary office. She has also worked in client service support for the Boston office of Northern Trust and previously was a tax and account administrator at Nichols & Pratt LLP.
Linda graduated from Framingham State College, cum laude, and completed a Cannon Trust School course in advanced trust administration. She is currently enrolled in the CTFA program with Cannon Financial Institute Trust School.
Industry Accreditation & Affiliations
Massachusetts Paralegal Association – member
Linda enjoys skiing, bicycling, and traveling, and supports and attends the North Shore Music Theater, Peabody-Essex Museum, and Salem Jazzfest.