Canby Financial Advisors is pleased to announce that Joelle Spear, CFP® has been named Partner.
For more than 18 years, Joelle has helped guide individuals and families through every stage of their lives. She likens every client’s financial situation to a jigsaw puzzle and her role is to help them understand how the pieces all fit together.
“Since joining Canby Financial in 2014, Joelle has used her extensive wealth management experience to deliver full-service financial planning and investment services,” said Christopher Borden, Managing Partner.
“Clients appreciate the positive, caring approach Joelle takes when helping them identify and work toward achieving their financial goals. Joelle has brought new insights and a fresh perspective to our firm that has enhanced the high quality of service we strive to provide to all Canby Financial clients.”
As part of her mission to help people from all walks of life address their everyday financial challenges, Joelle is a regular contributor to Kiplinger.com and has been quoted in articles appearing in US News and World Report, Simple Dollar and other publications.
Before joining Canby Financial, Joelle spent 12 years in a variety of wealth management roles at Fidelity Investments, including serving as Senior Relationship Officer with Fidelity’s Portfolio Advisory Services group, which serves as advisor for many of Fidelity’s wealthiest clients. Joelle has an MBA with a finance concentration from Bentley University. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Joelle lives in Stow, Massachusetts, with her husband and two children. She is a Trustee of the Randall Library Second Century Fund, an independent fundraising organization that provides financial support for Stow's public library.
About Canby Financial Advisors
Canby Financial Advisors, based in Framingham MA, provides financial planning, investment management and retirement plan services to help guide people successfully through every stage of life. Canby Financial Advisors, LLC, 161 Worcester Road, Suite 408, Framingham, MA 01701. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth. canbyfinancial.com