With over 35 years of experience in the financial services industry, Frederica provides comprehensive financial planning to high net worth individuals, closely-held businesses and not-for-profit organizations. In addition, she has a specialty in planning for elders, including long-term care insurance and estate planning.
A graduate of Georgetown University with a Bachelor of Science in Nursing, Frederica also holds an MBA from Northeastern University. She has a diploma in financial planning from Boston University. She is an Investment Advisor Representative with LPL Financial, LLC, a Registered Investment Advisor. Federica also serves as Treasurer of the Board of Sherrill House, a not-for-profit 182-bed nursing home in Boston and is a member of the St. Gabriel’s Episcopal Church Finance Committee.
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.