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|About||We are proud to have three generations serving our clients. It gives us three perspectives that help ensure we're providing our clients with sound advice.|
Nora Yousif is a third generation Financial Advisor and national speaker on personal finance. Nora distills finances into understandable terms and is passionate about educating people to build confidence in their future. In the past few years, her family team has been noted in Boston Magazine, Boston
Business Journal and The Boston Globe. Nora was voted a Top 40 Under 40 professional by Boston Business Journal in 2017 and was voted a top 40 Under 40 Financial Advisor by Investment News* in 2016. She works out of our Easton and Boston offices.
Nora's primary passion is working with individuals and also enjoys sharing financial insight in group settings. She conducts seminars in the greater Boston area on financial topics and speaks at national conventions. This past fall she shared the stage with Arianna Huffington in front of over 1100 people as part of the Boston Business Innovation Conference. Nora leads a popular monthly educational series titled "Women,
Wine & Wall Street" and has been a guest speaker to over 50 professional organizations.
Nora also educates through various media channels. She's been quoted in Forbes, CNBC.com, Yahoo Finance, Financial Advisor Magazine, Banker & Tradesman, Nerd Wallet and Marketwatch.
She's commented for NBC Boston TV, New England Cable News TV's Money Saving segment, Reuters, WBZ News Radio 1030AM, Boston
Herald Radio, WMJX Radio 106.7FM, Huffington Post Live, Money Matters Radio, Radio Entrepreneurs and more.
Nora is an avid volunteer serving as Chair of The Children’s Museum in Easton board, serves for one of the nation’s largest
Lions Clubs and was selected as a member of The Boston Club where she helps place high caliber professionals on corporate boards.
She also enjoys embellishing the Boston foodie scene and traveling. Latest stop: Portugal.
*In 2016, the "40 Under 40" by Investment News Award was based on information gathered regarding 800 Financial Advisors. Of the Financial Advisors considered, 5% received th