Meet Our Team

Audrey Keohane, CFP®

Audrey joined Bickling Financial in August of 2020 as a Financial Planning Analyst. Her primary responsibilities are attending client meetings and following up with any action items that were discussed. She is also responsible for other administrative and organizational projects. Audrey is a Certified Financial Planner (CFP). Audrey is also a National Social Security Advisor (NSSA®).

Audrey graduated from Bentley University in 2019 with a B.S. in Finance. She previously worked at the Boston Marriott Cambridge as their Assistant Director of Finance. This experience provided Audrey the opportunity to investigate a career that she is passionate about: personal finance.

She enjoys spending her free time outside. You can often find her hiking up in the White Mountains, visiting her family dogs or volunteering at the local animal shelter.

Audrey can be reached at 781-862-9792 and audrey.keohane@bickling.com.

  1. I love spending time with my family dogs and hope to adopt one of my own soon.
  2. My favorite activity to do with family is hiking, especially in the White Mountains.
  3. My favorite movie of all time is Forrest Gump.
  4. A typical Friday night consists of game nights with friends or family.
  5. My favorite place I have traveled is Prague, Czech Republic.
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Securities offered through PKS, Member FINRA/SIPC. Headquartered at 80 State St, Albany NY 12207. Bickling Financial Services, Inc and PKS are not affiliated entities.

Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.