Barbara Nevils (BS, CFP®, MA)

Barbara Nevils focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Barbara Nevils has over sixteen years in the area of financial services. During the last several years she has focused on comprehensive financial planning for individuals and small businesses. She received her Master's Degree from Tuft's University in Mathematics and Education;  Bachelor's Degree from University of Massachusetts, Amherst in Mathematics. Barbara is a Certified Financial Planner and a Registered Investment Advisor in the Commonwealth of Massachusetts .

Additional Information

NAPFA Start Date

October 11, 2001


Other Offices

960 SE Indian St Stuart, FL 34997-5606 Phone: (877) 552-2638 Fax: (781) 245-4114
607 North Ave Ste 18 Wakefield, MA 01880-1322 Phone: (877) 552-2638 Fax: (781) 245-4114