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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

607 North Ave Ste 18 Wakefield, MA 01880-1322 Phone: (877) 552-2638 Fax: (781) 245-4114

Other Offices

960 SE Indian St Stuart, FL 34997-5606 Phone: (877) 552-2638 Fax: (781) 245-4114