Additional Designations and Licenses: Series 7, Series 66, and Life, Accident and Health License
Education: B.S. in Economics with a Concentration in Marketing from Bentley University
It was natural for me to have an interest in business, given that my father is a wealth manager and entrepreneur. The decision to follow suit did not come easily though. Still, I could not shake a curiosity for all things financial which led me to the business focused Bentley University, where I studied economics and marketing. I found that those two subjects are about solving financial puzzles and understanding people.
I had the opportunity to intern at a wealth management firm near Bentley University during my junior year. That experience showed me that a wealth manager solves complex financial puzzles every day, and the puzzles they solve help people to change their lives. This realization is what led me to join the team at Brophy Wealth Management, LLC.
I continue working to deepen my knowledge of personal finance through active engagement with the Financial Planning Association of Northern New England and the New Hampshire Estate Planning Council. I will coordinate these and other industry tools with my economics background to give the most benefit to our clients.
I’ve also been able to use the things I’ve been learning as a Wealth Manager to give back through volunteer opportunities. I’m happy to be on the board of the Financial Planning Association of Northern New England, The Reverend Gelinas Scholarship, and the Cathedral of St. Josephs’ Finance Council.
Check the background of this investment professional on FINRA's BrokerCheck.
