Experience

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  Armstrong Advisory Group

  • Needham, MA

  • Prospective Client Liason

    • 2001 - Present
    • Needham, MA

    Since 2004, the professionals at the Armstrong Advisory Group have provided wealth management solutions to individuals, families, small businesses and institutional investors. With over 100 years of combined experience in the financial industry, our advisory team manages over $600 million in client investment assets. The advisors have guided their clients through the best and worst economic times and they work with you to develop an investment portfolio designed with the goal of preserving and growing your wealth while meeting your income needs.We have a fiduciary relationship with our clients as independent investment advisors. This means the strategy we design for you is both suitable and in your best interests.We also work closely with the law firm Cushing & Dolan which uses Trusts to protect assets from estate tax, probate and nursing homes.We broadcast 2 radio shows - Financial Exchange and Legal Exchange radio and have been on the air for 20 years. I answer listener questions about financial and estate issues and qualify them. If they are interested in meeting either with AAG or Cushing & Dolan, I schedule the meetings.

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  John Hancock Life Insurance Company (U.S.A.)

  • Boston

  • Long Term Care representative

    • 1997 - 2001
    • Boston

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  WGBH

  • Cambridge, MA

  • Associate Producer/Post Production Supervisor

    • 1978 - 1987
    • Cambridge, MA

    Worked for the "How To" programs Julia Child, This Old House and The Victory Garden