Eva has been helping high net worth individuals, trustees, municipalities and non-profit institutions in Maine for over 30 years. Her prior experience includes all aspects of client service, securities processing and trust operations at Maine National Bank, HM Payson & Company, and TD Wealth Management.
Eva received her Financial Planning Qualified Professional (FPQP™) designation from the College for Financial Planning. The designation is granted to those who complete a course of study encompassing the financial planning process as well as the five disciplines of investments, insurance, taxes, retirement, and estate planning. Eva also received Paralegal Certification at the Institute for Paralegal Studies in 1988.
A longtime resident of Maine, Eva has been involved in various community organizations. She is currently a volunteer for the Maine Volunteer Lawyers Project.
30+ years helping high net worth individuals, trustees, and municipalities in Maine
Bigelow Investments Advisors, AVP, Relationship Officer
TD Banknorth Wealth Management
HM Payson & Company, Trust Operations
College for Financial Planning
Institute for Paralegal Studies Certificate
MEMBERSHIP & CERTIFICATION
Financial Planning Qualified Professional (FPQP™)
Financial Planning Association (FPA)
FPQP: Financial Paraplanner Qualified Professional. Issued by the College for Financial Planning upon completion of a certification examination. FPQP holders are responsible for completing 16 hours of continuing education (CE) credits every two years.