Focus Areas
Bianca enjoys working with clients to develop customized solutions to meet their investment and wealth planning needs. She values coordinating with clients and their team of advisors to ensure cohesion and to stay ahead of an ever-changing landscape.
During Bianca’s tenure with Fiduciary, she served as a Senior Financial Planner within the firm’s Wealth Planning Department. This experience has served as the cornerstone of her practice, which highly values proactive and strategic planning based on an individual’s goals and priorities. Bianca is also passionate about financial literacy and helped develop the firm’s Financial Education resources. She enjoys working closely with families on multigenerational planning to prepare, educate and transfer family values and wealth to future generations.
Experience
Preceding her position as Vice President and Investment Officer, Bianca has served in various roles at Fiduciary within both the Wealth Planning and Investment teams. Prior to joining Fiduciary, she worked at John Hancock Investments.
Personal
Bianca lives on the North Shore with her husband and young daughters. Outside of work she enjoys spending time with her family, playing soccer and trying a new recipe.