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Press Release
02-18-02--Back Bay Financial Group Opens Wakefield Office
Back Bay Financial Group, 437 Boylston Street, Boston, Mass., has added three new employees and is opening a branch office at 607 North Avenue, Wakefield, Mass. to set a growth pace for the coming year. The recent expansion and the addition of employees has been the pattern for the company since its origination in 1997.
One of New England’s leading fee-only financial planning, investment advisory and wealth management firms, Back Bay Financial Group provides financial planning and consulting for individuals, pension and profit sharing plans, trusts, estates and charitable organizations, corporations and business entities.
“The addition of more expertise and the expansion of our systems and operations has contributed to substantial growth in Fiscal Year 2001,” said John H. LeBlanc, CFP®, a founding partner in the firm. “We foresee a continuation of this growth pattern in the year 2002 and beyond.” The firm manages more than $60 million in assets.
Jeanne Gibson Sullivan, CFP®, will manage the North Shore office. She has more than 20 years of experience in the investment field, including positions at Financial Research Corporation/Funds Distributor, Inc., Fidelity Investments and American Express. Robert D. Siefert, CFP®, founding partner, also resides on the North Shore and will contribute expertise in both locations.
Dana J. Levit, Financial Planner, and Philip C. Lee, Financial Planner, are new additions to the firm, along with Rebecca Martz, who will coordinate the administrative duties of the Boston office and the company’s web site. Levit, a graduate of the Simmons College Graduate School of Management and former Financial Analyst for Partners HealthCare System, is also a Finance Instructor at the Boston Center for Women and Enterprise. Lee was formerly with Harvard Pilgrim Health Care and will have his designation as a Certified Financial Planner (CFP®) when he completes the work experience requirement.
“The reputation of our associates, and partner Robert Siefert, as well as our extensive writing and teaching, has moved us forward in the fee-only planning field,” said LeBlanc. “The associates and partners are able to provide a wide range of advice on financial planning and investment management.”
Both LeBlanc and Siefert are widely quoted. Most recently, LeBlanc was extensively quoted in the Bloomberg Wealth Management, and Fidelity’s national retirement publication Stages. He is a contributor for the Boston Globe’s Money Makeover series. Siefert was recently selected as Financial Planner of the month by Mutual Fund magazine. He has been quoted in the Boston Globe, Business Week and other business publications.
Back Bay Financial Group is a member of the National Association of Personal Financial Advisors, the Financial Planning Association (formerly the Institute of Financial Planners) and the Boston Estate Planning Council.
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