ABOUT US

Barbara C. Nevils, CFP

Education and Experience:
• Master's Degree from Tuft's University in Mathematics and Education
• Bachelor's Degree from University of Massachusetts, Amherst, in Mathematics
• NAPFA Registered Financial Advisor
• Certified Financial Planner
• Registered Investment Advisor in Massachusetts and Florida
• Over sixteen years experience in financial services and education
• Certifies over 30 Continuing Education Credits per year
• Former Assistant Professor of Mathematics at Bentley College

Service and Affiliations:
• Member of Financial Planning Association
• Member of National Association of Personal Financial Advisors, Massachusetts Study Group
• Money Mentor for the Money Conference for Women sponsored by the State Treasurer's Office and the YWCA
• Money Hotline participant sponsored by the Boston Herald and the FPA of Massachusetts
• Membership Committee for the Financial Planning Association of Massachusetts

Hannah M. Maganzini, CPA
Jennifer L. Morrell, CFP

Education and Experience:
• Bachelor’s Degree from Lowell University in Accounting

• NAPFA Registered Financial Advisor
• Certified Financial Planner
• Former Revenue Agent with the Internal Revenue Service

Service and Affiliations:
• Member of Financial Planning Association
• Student volunteer for Financial Planning Association National Conference
• Former Chairperson for Market Day fund raising campaign for Greenwood/Yeuell Schools Wakefield, MA

Education and Experience:
• Currently taking classes at Boston University to be eligible for the CFP license

• Master’s Degree from University of Rhode Island in Accounting

• Bachelor’s Degree from University of Rhode Island in Business Administration

• Former Audit Associate at PricewaterhouseCoopers and Senior Financial Analyst at a medical device company

Service and Affiliations:
• Certified Public Accountant in the State of Massachusetts

• Jimmy Fund volunteer

Disclaimer: Barbara C. Nevils is the owner of Nevils Financial, LLC. The firm is listed with the Commonwealth of Massachusetts and with the State of Florida as a Registered Investment Advisory Firm and is in compliance with the current registration and filing requirements of the Commonwealth of Massachusetts and with the State of Florida. Nevils Financial, LLC may only accept business in those states where it is registered or qualifies for an exemption from registration requirements. This web site should not be construed as offering investment advice over the Internet. A copy of the current written disclosure statement that includes services and fees is available upon written request. Nevils Financial, LLC does not make any representations or warrantees as to the accuracy, timeliness or appropriateness of any information prepared by a third party and takes no responsibility of such information.

607 North Avenue, Building 18
Wakefield, MA 01880

960 SE Indian Street

Stuart, FL 34997

Phone:  877.552.2638 

Fax: 781.245.4114