Boston Financial Management, LLC
Julie Dunn is an experienced professional with a diverse background in administrative coordination, business development, and sales operations. Currently serving as the Administrative Coordinator at Boston Financial Management, LLC since June 2023, Julie has previously held positions including Business Development Specialist at Xeal, Sales Development Specialist at Reveneer, and Sales Development Representative at Yellow.ai. With experience in roles that focused on customer acquisition, compliance, and human resources, Julie has developed a well-rounded skill set in team leadership and operational efficiency. Julie holds a Bachelor's degree in Health Policy and Management from Providence College, achieved in 2021.
Boston Financial Management, LLC
We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/