Nashoba R. Bailey, ChFC® (Chartered Financial Consultant)

As an Investment Advisory Associate, my primary responsibility is to create customized investment solutions for our clients that are aligned with their personal goals, ideals and risk tolerance. I specialize in individual security and portfolio analysis, bringing technical proficiency and a depth of understanding of the investments into the very personal and unique planning conversations of the individual client.

I have worked in the financial services industry for over 7 years and in that time I have earned the Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services, along with 5 separate certifications from the Institute of Business and Finance. These include Certified Fund Specialist (CFS), Certified Income Specialist (CIS), Certified Tax Specialist (CTS), Certified Estate and Trust Specialist (CES) and Certified Annuity Specialist (CAS).

I am strongly motivated to assist people in gaining financial literacy; an aspect missing from much of our early educational systems. It is extremely satisfying to be able to communicate complex concepts and complicated industry jargon in plain language. Teaching gives me the opportunity to make a difference in people’s lives; giving them the tools they need to flourish financially.