Review Nora Yousif, Financial Advisor At RBC Wealth Management In bristol, massachusetts, united-states | Finance In Bristol
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Nora Yousif, Financial Advisor At RBC Wealth Management
South Street
Bristol,
Massachusetts,United-states -
Detailed description is We are proud to have three generations serving our clients.
It gives us three perspectives that help ensure we're providing our clients with sound advice.
As a third generation financial advisor, the investment fundamentals and investment discipline we share with our clients are deeply rooted in Nora.
Before joining the family business, Nora had experience consulting for Fortune 500 companies and helping them operate more efficiently.
Her past responsibilities translate into the work we do now for individuals, families and small businesses.
She works out of both Easton and Boston offices.
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Nora's primary passion is working with individuals and also enjoys sharing financial insight in group settings.
She conducts seminars in the greater Boston area on various financial topics and speaks at national conventions.
This past spring she shared the stage with Arianna Huffington in front of over 1100 people as part of the Boston Business Innovation Conference.
Nora has been a guest speaker to over 40 organizations.
In addition, she leads the popular Women Wine & Wall Street series.
Nora has been quoted in indusrty articles for Financial Advisor Magazine, Banker & Tradesman, CNBC.com and Yahoo Finance.
She's also commented for NECN TV's Money Saving Monday segment, WBZ News Radio, WMJX Radio 106.7FM, Huffington Post Live, the Money Matters Radio show, and hosts the "Five Minute Financial Newsflash" program that airs on ECAT.
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Nora has a Bachelor of Science degree in biology and mathematics from Providence College with Liberal Arts Honors.
She holds the Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.
For information regarding honors and awards, please visit our website..
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Nora is an avid volunteer for the Easton Lion's Club, Children's Museum, and her alma mater.
She also enjoys embellishing the Boston foodie scene and traveling.
Latest stop: Croatia.
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