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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robert Bodio (CRD# 2937621) is an Investment Advisor Representative working at The Colony Group, LLC in Wellesley, MA and has over 26 years of experience in the finance industry.
Matthew Boehm (CRD# 3242506) is an Investment Advisor Representative working at Lpl Financial LLC in Framingham, MA and has over 24 years of experience in the finance industry.
Jeffrey Bograd (CRD# 2657383) is an Investment Advisor Representative working at Fourth Quarter Retirement Strategies, LLC in Hopkinton, MA and has over 28 years of experience in the finance industry.
Samuel Bohmiller (CRD# 6339939) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 5 years of experience in the finance industry.
Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to overcome the most complicated financial decisions they face with a combination of concierge-level service, professional-grade resources, and investment skill. We work with clients located in the Boston-area, and across the country on a remote basis.
Many of our clients who work in tech or biotech are seeking assistance in managing their employer stock, including incentive stock options (ISO), non-qualified stock options (NSO), restricted stock and RSU, and employer...
Mark Boldeia (CRD# 3137974) is an Investment Advisor Representative working at Commonwealth Financial Network in Leominster, MA and has over 25 years of experience in the finance industry.
Nicholas Bollas (CRD# 1062687) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 41 years of experience in the finance industry.
Zachary Bombard (CRD# 6690016) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 7 years of experience in the finance industry.
James Bonaccorsi (CRD# 872111) is an Investment Advisor Representative working at Lpl Financial LLC in Dedham, MA and has over 41 years of experience in the finance industry.
Brian Bond (CRD# 7046853) is an Investment Advisor Representative working at Leverage Financial Advisory in Wilmington, MA and has over 5 years of experience in the finance industry.