I have over 25 years of experience in the financial services industry. During my career I worked in the custody area at State Street Bank and as an account executive in the Private Clients Group at Bank Boston. In 1994 I joined AG Edwards & Sons as a financial consultant and remained there until my move to RBC Wealth Management in May of 2009. After completing an extensive, required curriculum, I earned the CERTIFIED FINANCIAL PLANNER® certification in 2007. My approach has always been consultative and the CFP® designation has further enhanced my ability to help provide financial peace of mind for my diverse clientele.
As a native of the Boston Area, I currently reside in Waltham, MA with my husband, Jerry Nocera, and our boisterous bull terrier, Henry. I have been involved in numerous charities through the years and am currently serving on the board of the Boston Police Foundation. My many interests include travel, movies, books and politics. I live an active lifestyle enjoying gardening, golf, skiing, work outs and yoga.