I’m looking for a recommendation for a female financial advisor. (I’m currently working with someone - NOT the right fit.) I’m looking for an advisor who will keep me informed, explain strategies clearly (without talking down to me), and collaborate on building a thoughtful plan. Importantly I’m looking for someone who also is experienced navigating company equity comp (stock options, RSUs, ESPP). I’m in Boston, but location matters less to me than skills. Anyone you trust/recommend?

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I love the RBC team in Boston but my advisor is a male so I can't help you there!

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