Gabrielle Clemens
Gabrielle Clemens, Certified Divorce Financial Analyst (CDFA*), JD, LLM, Accredited Estate Planner (AEP*), Financial Advisor at RBC Wealth Management – U.S. and Managing Director at Clemens Private Wealth Management Group and Seaport Boston Private Wealth Management, has been named to Working Mother Magazine and SHOOK Research’s 2020 “Top Wealth Advisor Moms” list.
According to SHOOK Research, the most outstanding wealth advisors in the business are recognized on this list. SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.
Gabrielle joined the financial services industry after working several years as both a divorce and estate planning attorney with an emphasis on tax. She earned a graduate law degree in taxation (LLM) from Boston University School of Law and a Juris Doctor (J.D.) degree from the University of New Hampshire School of Law.
Although she has a broad-based clientele, Gabrielle primarily works with high-net-worth and divorced or divorcing individuals and couples. She offers divorce financial planning seminars and workshops throughout New England, is a frequent guest on local and national media outlets, and does many public speaking engagements.
Contact:
Gabrielle Clemens, JD, LLM, CDFA®, Accredited Estate Planner®
Clemens Private Wealth Management
Managing Director – Private Wealth Management
Senior Portfolio Manager: Portfolio Focus
75 State Street #1701
Boston, MA 02109
617-725-1702 office
57 River St, Wellesley Hills, MA
gabrielle.clemens@rbc.com
More info about Gabrielle can be found at:
https://us.rbcwealthmanagement.com/clemenswmg/about-our-team
https://us.rbcwealthmanagement.com/seaportbostonprivatewm/about-our-team