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Alisa Kim Neil
Chief Planning Officer at Boston Financial Management,
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Work Experience
Chief Planning Officer
Sep 2015 - Present · 9 years and 3 months
Loring, Wolcott & Coolidge
Trust Counsel
Jan 2013 - Sep 2015 · 2 years and 8 months
Senior Trust Administrator
May 2008 - Jan 2013 · 4 years and 8 months
Company Details
We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/
Year Founded
1976
Social Media
Linkedin
Industry
Financial Services
HQ Location
255 State St Boston, Massachusetts 02109, US
Keywords
Investment Management and Estate & Financial Planning
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