Barbara Nevils (BS, CFP®, MA)
Barbara Nevils focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Barbara Nevils has over sixteen years in the area of financial services. During the last several years she has focused on comprehensive financial planning for individuals and small businesses. She received her Master's Degree from Tuft's University in Mathematics and Education; Bachelor's Degree from University of Massachusetts, Amherst in Mathematics. Barbara is a Certified Financial Planner and a Registered Investment Advisor in the Commonwealth of Massachusetts .
Additional Information
NAPFA Start Date
October 11, 2001