Registered Client Service Associate
Hallie joined Boston Harbor Wealth Advisors in 2015. As a leading member of the senior management team, Hallie ensures the organization runs efficiently and effectively to best serve clients and streamline all business efforts. Hallie is known for attention to detail and a positive attitude in each of her interactions.
Hallie has extensive experience in the industry and brings a level of understanding and knowledge that carries across the entire organization. In addition to running the day-to-day operations, she works closely with clients, assists with trades, and is a resource to our affiliate offices.
Earlier in her career, Hallie held various positions with Ameriprise Financial Services during her 18 years with the firm. Before joining Boston Harbor Wealth Advisors, she spent five years as a senior field operations team leader for the firm’s Boston complex. There, she managed the operational efficiencies of five offices, provided implementation support to management, and analyzed profit and loss.
Her dedication to Boston Harbor Wealth Advisors is clear because of the care and passion she has for her career. Hallie earned a bachelor’s degree in business management from Newbury College in 2002.
Massachusetts has always been my home. I am originally from Framingham, but today I live in Northborough with my partner, Mark, and our daughter, Sophia. Sophia was born in 2011 and has kept us on our toes since the day she was born.
Quality time spent with my family is one of my top priorities. These days, we find ourselves keeping an active family life. From trips to the park to swim lessons, every day is something new and I wouldn’t have it any other way. We love vacationing in Maine and Florida to break out of our daily routine and enjoy exploring the outdoors.
My grandmother always told me you can accomplish anything you want in life if you work hard. I take this advice to heart daily and I hope to instill that same mentality in Sophia. Hard work and determination - and a strong cup of coffee every morning - have fueled my personal and professional life.
