As a daughter of immigrants, Nora is inspired by the inherent economic mobility made possible through hard work, determination, and education. Coupled with a dedication to family, these values have molded Nora into an advisor who goes above and beyond for her clients and their families. She distills finances into understandable terms and is passionate about educating people to build confidence in their future. Nora has been recognized as a Forbes Top Women Wealth Advisor Best-in-State in 2023 and 2024 and was ranked among the 100 Women Advisors for the AdvisorHub Advisors to Watch list in 2024.
She regularly works out of our offices in Easton, Boston and Wellesley while taking meetings by appointment in Danvers or Norwell.
Nora's primary passions are working with individuals and sharing financial insight with the public through seminars and the media. She conducts educational seminars on financial topics and speaks at many national conventions. She's shared the stage with Arianna Huffington in front of over 1,100 people as part of the Boston Business Women's Conference and has spoken at over 375 different events including at Harvard Business School. In addition, she leads the popular Women Wine & Wall Street series.
She appears on TV and radio regularly contributing to segments on NBC, CBS, Channel 5, Yahoo Finance Live, New England Cable News TV's Money Saving segment, WBZ News Radio 1030 AM, Money Matters Radio, and more. She has also been quoted in Forbes, CNBC.com, US News & World Report, Banker & Tradesman, NerdWallet and MarketWatch.
Nora has a Bachelor of Science degree in Biology and Mathematics with Honors from Providence College. She completed her MBA at MIT Sloan. This intense immersion into quantitative analysis and advanced investment techniques allows her to bring clients cutting edge ideas and strategies developed by some of the most intelligent minds in the world of business and finance. She has passed the Series 7 and 66 exams and is a CERTIFIED FINANCIAL PLANNER™ , Certified Divorce Financial Analyst, and Certified Plan Fiduciary Advisor.
Nora serves on the Board of the Women's Bar Foundation and on the Advisory Board of the Women's Foundation of Boston, which helps economically empower women and girls through grants supporting initiatives like financial literacy and STEM. In her leisure time, she enjoys embellishing the local Boston foodie scene and traveling. Latest stop: Peru.
