After 12 years as a small business owner, my career as a financial advisor began in 1992 at A.G. Edwards & Sons, Inc. In 2007, I moved to Merrill Lynch. In 2011, I established Family Legacy Partners, Inc., an independent investment and advisory financial practice, affiliated with Bolton Global Capital, Inc. We currently serve domestic clients in 24 states and international clients in several countries.
I earned my M.A. from Vermont College of Norwich University, served on the Board of Brattleboro Area Hospice from 2011 to 2017, and am a former long-term Board Member and Chair of the Wells Educational Trust. I have lived in Greenfield, MA since 1980 where I raised my two children.
I have been committed to the financial services industry since 1997 working 8 years in retail banking before joining Cynthia Nims at A.G. Edwards & Sons, Inc. in 2005. I made the transition with her to Merrill Lynch in 2007 and helped create Family Legacy Partners, Inc. in 2011. As Vice President of Operations, I presently serve as the administrative liaison for our clients and have earned both Series 7 and Series 66 securities licenses.
I am a life-long resident of the Pioneer Valley and have lived in Northampton, MA with my husband and son since 2004.