WHAT she does for our clients:
As a seasoned financial services professional, Linda brings a great deal of service and administration experience to BPP Wealth Solutions. By overseeing the daily operations and service model, she ensures that our client’s needs are met in a timely and efficient way. While her goal is always to improve what we do and how we do it, providing our clients with white glove service is her main focus.
WHEN she started
Linda started her career in 1986 as a Client Associate and worked at a number of financial firms including Bear Stearns, First Boston, RBC and Merrill Lynch in a variety of capacities supporting Financial Advisors and their clients. Prior to joining BPP, Linda was a Chief Compliance Officer and Chief Administrative Officer at a local RIA start-up.
WHERE she went to school and what degrees she has
Linda graduated magna cum laude from Felicia College with a Bachelor of Arts degree in Management and Marketing. Linda holds the FINRA Series 7,9,10,24,51 & 66 license.
WHY she does what she does
Having the ability and influence to change clients lives for the better has always been Linda’s mission. Learning about what financial and personal values drive each client and partnering with them to implement a life plan to achieve their goals is paramount to why Linda enjoys doing what she does.
Fun Fact
Linda lives in Denville, NJ with her husband Scott and goldendoodles, Chloe and Bruno. In her spare time Linda enjoys playing pickleball, hiking, cycling and spending time at her vacation home in Scottsdale, AZ.