News: Financial Digest
Posted: February 8, 2008
Sweeney joins Back Bay Financial Group as fin. planning assistant
BOSTON Ma After almost 21 years of practicing law, Kevin Sweeney of Brooklyn 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 LeBlanc, CFP.
Sweeney successfully passed the certified financial planner certification Examination in July. To complete his certification, he must fulfill three years of qualifying work.
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