 |
|
 |
|
|
|
|
Press Release
FOR IMMEDIATE RELEASE (1/15/08)
 BOSTON – After almost 21 years of practicing law, Kevin P. Sweeney of Brookline joined Back Bay Financial Group Inc. in early December as a financial planning assistant.
In his role he assists wealth managers with designing and updating financial plans, responding to client inquiries, preparing for client meetings and providing financial planning recommendations.
“Kevin’s extensive legal background brings a unique perspective to the practice of wealth management. His expertise will improve the firm’s overall ability to provide clients with comprehensive advice and services,” said Co-Principal John H. LeBlanc, CFP®. Co-Principal Robert D. Siefert, CFP® said Sweeney's experience with clients will greatly aid him in his new role with the firm.
Sweeney successfully passed the Certified Financial Planner™ Certification Examination in July. To complete his certification, he must fulfill three years of qualifying work.
Sweeney most recently spent nine years as an attorney at Menard, Murphy and Walsh LLP of Boston. He received his Bachelor of Arts degree from the University of Notre Dame. He went on to receive his Juris Doctorate from Cornell Law School. Sweeney also received his Certificate in Financial Planning from Boston University.
|
|
|
|
|
