Private Financial Advisors

Team Profiles

Joe Barry - Kate Alves - Financial Planner - New Bedford, MA

Kate A. Alves, CFP®

Post-Secondary Education:
University of Massachusetts Dartmouth, B.S., Finance
Certified Financial Planner®

Recent Business Background:
Joseph Barry Co., LLC – V.P. Financial Planning, November 2007 - Present
A.G. Edwards – Sr. Financial Associate, September 1999 - November 2007
Merrill Lynch – Sr. Financial Associate, June 1992 - September 1999

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