Press Release
FOR IMMEDIATE RELEASE (4/19/06)
 Boston, Mass. –Susan H. Brown, Certified Financial PlannerTM (CFP®), and Chartered Financial Analyst (CFA® ), formerly a financial advisor at Family Financial Architects, Inc., in Natick, Massachusetts, recently joined Back Bay Financial Group, Inc. (BBFG), located at 745 Boylston Street in Boston. With financial experience in comprehensive planning, mutual fund analysis, portfolio management and corporate bond research, Brown is one of the firm’s Fee-Only Wealth Managers.
Before leaving a 20-year career in institutional finance to become a financial planner, she worked as Vice President at State Street Research & Management Company in Boston, serving in the capacity of Fixed Income Analyst and later Associate Portfolio Manager.
“Susan has extensive experience in financial planning and a background in Fee-Only wealth management, the philosophy of Back Bay Financial Group which allows for independent and objective advice,” said Robert D. Siefert, CFP®, co-founder of BBFG.
Brown’s focus at the firm will be working with high net worth clients in achieving their financial goals, including managing tax-efficient, diversified investment portfolios, retirement planning, and developing estate and gift strategies for clients to consider and implement with their attorneys.
“As our company grows in reputation and client relationships, Susan’s depth of knowledge will provide leadership and guidance to help clients accomplish their financial goals,” said John H. LeBlanc, CFP®, co-founder of Back Bay Financial Group. “Her background and skills complement the comprehensive services the firm offers.”
Brown holds a Bachelor of Arts degree in Political Science and graduated magna cum laude and Phi Beta Kappa from Mount Holyoke College. In addition, she holds a Masters of Business Administration degree from the University of California Los Angeles Anderson School of Management with a concentration in Finance and Accounting. She is a member of the National Association of Personal Financial Advisers (NAPFA), the Financial Planning Association (FPA), as well as the Chartered Financial Analyst (CFA) Institute.
Back Bay Financial Group is a Fee-Only financial planning, investment advisory and wealth management firm with more than $265 million in assets under management. Named one of the top wealth management firms in Bloomberg Wealth Manager magazine for three consecutive years, BBFG provides services to individuals, estates, trusts, charitable organizations and small businesses in the areas of retirement planning, estate and income tax planning, investments, asset allocation, risk protection, cash flow planning, stock option analysis and college savings strategies.
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