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
currently working towards becoming a Certified Financial Planner (CFP).
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 email@example.com.
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.