Client Service Associate
A graduate of the University of New Hampshire, Andrea has been with the firm since 1982. She supervises all aspects of client service, operations and administration for the team. This includes assisting clients with year-end tax matters, working with the legal department to facilitate restricted and control stock sales, and monitoring Alternative Investment requirements.
Andrea's hobbies include skiing and cooking.
Tel: (561) 694-5650
Fax: (617) 956-7806
Registered States: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY