Elissa joined the Boston Harbor team in 2019 as a Personal Financial Advisor and Client Relationship Manager.
She began her advisory career with Merrill Lynch in wealth management, where she fostered critical skills that are attributed to her success. Elissa was drawn to the industry because of her genuine enjoyment for meeting new people and her desire to form positive and productive relationships. She sees these relationships as meaningful partnerships, and her commitment is apparent based on the passion that she brings to each client engagement.
Throughout these partnerships, Elissa helps clients navigate short- and long-term financial objectives. She provides realistic, unbiased, and comprehensive recommendations based on their financial situation and goals. Her approach is to simplify and streamline the financial plan, and she strives to provide confidence and clarity in the decision-making process. “I want to guide each client to make well-informed, thoughtful, and confident financial decisions based on mutual respect and trust. I desire to help our clients achieve a level of balance that allows them to prioritize finances and create more time to enjoy what is most valuable to them.”
Elissa earned a bachelor's degree in Finance with an entrepreneurial specialty from the AB Freeman School of Business at Tulane University. She holds a Series 7, 66, and life, accident, and health insurance licenses.
Growing up in the small town of Winchester, MA was a far cry from attending college in New Orleans! Culturally, it could not have been more different. I grew to love the Big Easy, which wasn’t hard to do with its art, music, food, and festival scenes. It’s a great city to live in or visit as it truly embraces the carefree attitude, “lassiez les bon temps rouler,” meaning, “let the good times roll!”
Returning to MA and residing in South Boston has brought me home to my Irish roots and close-knit neighborhood. Even better, I returned just in time for the start of football season. I am an enthusiastic New England sports fan and avid dog lover. I can often be seen walking my "doodle" around Castle Island.
I enjoy traveling, experiencing different cultures, and entertaining family and friends. My sister is a self-proclaimed foodie, my great grandmother was a pastry chef, my mother went to culinary school, and my Dad and brother love to eat. Our family enjoys sharing new recipes and competing to make the best meals. My grandmother lives by the motto, “Eat dessert first,” and so do I!