Linda works closely with our team of Advisors as well as our Investment Operations Team. She is the Branch Operations Manager of the Investment Services Department with Bay Financial Associates and a Director of Advisor Support. She has over 30 years’ experience in the financial services industry and holds her Series 7, 63 and 65 licenses with LPL Financial.
Linda has a varied background which includes municipal bond trading, underwriting and marketing, as well as extensive hands-on client service experience serving high net worth and ultra-high net worth clientele. She honed her client servicing skills as a 14 year member of a very successful financial advisory team with UBS and Morgan Stanley in New York City. Linda attended CUNY-Brooklyn College.
Phone 781-893-0909 x243
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.
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