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
- 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
Visit Website
Download vCard
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.