Frederica See, MBA, CLTC

With over 25 years of experience in the financial services industry, Frederica provides comprehensive financial planning to high net worth individuals, closely-held businesses and not-for-profit organizations. In addition, she has a specialty in planning for elders, including long-term care insurance and estate planning.

A graduate of Georgetown University with a Bachelor of Science in Nursing, Frederica also holds an MBA from Northeastern University. She has a diploma in financial planning from Boston University and has the professional designation Certified in Long-Term Care. She is an investment advisor representative with Bay Financial Advisors, Inc., a Registered Investment Advisor in the Commonwealth of Massachusetts. Frederica also serves as Treasurer of the Board of Sherrill House, a not-for-profit 196-bed nursing home in Boston and Trustee of the Forest Hills Educational Trust. The Trust works to preserve, enhance and celebrate Forest Hills Cemetery, a 250-acre Victorian landscape, arboretum, open air museum and burial ground founded in Boston in 1848.

Contact:

Phone: (781) 893-0909 ext. 229
Email: fsee@bfa-online.com