Boston Financial Management LLC

Boston Financial Management LLC, legally referred to as BOSTON FINANCIAL MANAGEMENT LLC, is a Massachusetts-based Limited Liability Company with a team of 40 employees, which includes 19 advisory roles. The number of clients served by the firm is currently unknown. According to the last reported SEC status of the firm, it is approved with a registration date of March 23, 1976.

• ABIGAIL MARR PSYHOGEOS

  MANAGING DIRECTOR, MEMBER owns less than 5%

• ALISA KIM O'NEIL

  DIRECTOR OF ESTATE & FINANCIAL PLANNING, MEMBER owns less than 5%

• BRAD MICHAEL WEAFER

  CHIEF INVESTMENT OFFICER, MEMBER owns less than 5%

• BRADFORD GARDNER

  MANAGING DIRECTOR, MEMBER owns less than 5%

• BRIAN J. WALSH

  MANAGING DIRECTOR, MEMBER owns less than 5%

• CAROL ANN CUSSON

  CONTROLLER, MEMBER owns less than 5%

• CHARLES J ZAMBRI

  CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER owns less than 5%

• CLARENCE HOPKINS KING

  MANAGING DIRECTOR, MEMBER owns less than 5%

• DANA FARRELL CLARK

  MANAGING DIRECTOR, MEMBER owns less than 5%

• EDWARD FRANK GLESMANN

  MANAGING DIRECTOR owns less than 5%

• GEOFFRY ADOLPHE JUVILER

  MANAGING DIRECTOR, MEMBER owns less than 5%

• JONATHAN D LYNCH

  MANAGING DIRECTOR, MEMBER owns less than 5%

• KAREN ROSE BOTTAR

  MANAGING DIRECTOR, MEMBER owns less than 5%

• KATHLEEN MARGARET SABLONE

  DIRECTOR OF WEALTH PLANNING, MEMBER owns less than 5%

• KRISTIN VESPUCCI CASE

  DIRECTOR OF TECHNOLOGY, MEMBER owns less than 5%

• MICHAEL LAWRENCE BROWN

  VICE CHAIRMAN, MANAGING DIRECTOR, MEMBER owns more than 5% but less than 10%

• RICHARD H. MORSE 1997 TRUST

  MEMBER owns more than 50% but less than 75%

• RICHARD HARDING MORSE

  CHAIRMAN owns less than 5%

• STACY AUSTIN REINHART

  MANAGING DIRECTOR, MEMBER owns less than 5%

• STEPHEN VINCENT KENNEY

  PRESIDENT, CEO, MEMBER, ELECTED MANAGER owns less than 5%

• SUSAN G. ZIMMERMAN IRREV GIFT TRUST 2010

  MEMBER owns more than 5% but less than 10%

• SUSAN GAUKLER ZIMMERMAN

  MANAGING DIRECTOR owns more than 5% but less than 10%

• TIMOTHY JAMES FARINA

  RESEARCH ANALYST, MEMBER owns less than 5%

• TIMOTHY MICHAEL ROBINSON

  RESEARCH ANALYST, MEMBER owns less than 5%

• RICHARD HARDING MORSE

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