Press Release
FOR IMMEDIATE RELEASE (10/24/07)
 BOSTON – Mary M. Evans of Quincy recently passed the Certified Financial Planner™ Certification Examination. She sat for the exam in July, 2007.
After three years of qualifying, full-time work, Evans will complete her certification and become a Certified Financial Planner™ practitioner. Evans currently serves as a financial planning assistant for Back Bay Financial Group Inc. where she works closely with wealth managers on financial plans and financial analyses for clients.
“This designation is of the highest importance to our firm and our clients. It identifies those professionals who meet the strictest academic and ethical requirements,” said Co-Principal John H. LeBlanc, CFP®. Likewise, Co-Principal Robert D. Siefert, CFP® said, this is the most sought after certification by consumers and financial planners. “The mark instantly communicates an individual’s proficiency and credibility. The qualification process teaches problem-solving and broadens knowledge of a wide range of technical topics,” he said.
Prior to joining Back Bay Financial Group, Evans served as director of Graduate Career Services for Bentley College’s McCallum Graduate School of Business, Waltham, and previously as associate director, MBA Center for Career Development, at Babson College’s Franklin W. Olin Graduate School of Business, Wellesley. She also held several different posts at Price Waterhouse Coopers, Boston.
Evans received her master’s degree in Financial Planning from McCallum Graduate School of Business at Bentley College and her bachelor’s degree from Boston College’s Carroll School of Management, with a concentration in accounting.
Back Bay Financial Group Inc. was founded in 1997 to provide integrated wealth management services for high net worth individuals, estates, endowments and foundations, charitable organizations and small businesses. Services are individualized, comprehensive and ongoing aimed at meeting client goals in the areas of retirement, estate and income tax planning, investments, risk protection, stock option analysis and college savings. Back Bay Financial Group Inc., with more than $375 million under management, provides objective counsel based on its commitment to the highest level of ethics and a fee-only approach.
|
