Kathleen brings nearly 30 years of investment and financial services experience to her work with clients at FBB, and has been a Certified Financial Planner™ practitioner since 1992. She is... show more
Jeffrey M Lubin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, which primarily works with Individuals and High Net Worth Individuals. Jeffrey Lubin operates out of... show more
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