Luciana Reis, Cfp® Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Lowell, Ma

The Center for Hope and Healing Inc. has served survivors of sexual assault and their loved ones in the Greater Lowell area over the past 40 years. We are an anti-oppression and multicultural agency with a vision of a world free of sexual violence.

Melrose, Massachusetts, United States

Tewksbury, Massachusetts, United States

At The MFA Companies, our first and most important priority is supporting and growing the financial vitality of our customers and their businesses. How we go about supporting you in engineering that growth is unlike any other relationship you’ve encountered.We’re in the business of changing lives, and it’s important to us to live up to that potential. In an environment in which the ability to focus on the future distinguishes performers from nonperformers, we’re eager to lead the way in guiding our customers to their envisioned success.

Boston, Ma

Lake Street Advisors, LLC is an independent, fee-only wealth advisory firm. We advise on over $3.5 billion in assets, employing a conflict-free investment approach that allows for unbiased advice and execution. With offices in Boston, MA and Portsmouth, NH, our dedicated teams apply business discipline to the many elements of personal financial strategy including investments, taxes, philanthropy, estate planning, and family governance and education.www.lakestreetadvisors.com

Everett,Ma

- Analyzed clients’ financial position and goals to recommend appropriate home financing/refinancing solutions.- Executed internal audit procedures on post-closing mortgage transactions exceeding $20,000,000 in volume.- Analyzed routine data processes and tested controls to ensure transactions complied with federal and state regulations.- Researched and interpreted federal laws and regulations to assist in improving daily operations and business practices.- Developed and provided compliance training to all employees and enforced best practices, work ethics, and teamwork.- Utilized technology to streamline business processes, increase efficiency in the loan-processing department, and enhance service delivery.

Lexington, Ma

"Abbott & Company provides clients with tax expertise and guidance throughout the year. We prefer to take a proactive vs. reactive approach to tax services. By keeping up-to-the-minute on new tax laws and legislation, we are in a position to identify key tax planning opportunities. This approach allows us to help clients minimize current and future tax liabilities.By developing comprehensive strategies that are consistently measured and monitored, Abbott & Company helps business clients meet their goals for growth and profitability. We serve as a sounding board for management, while providing powerful guidance on a continual basis. We take the utmost pride in our clients' achievements. When you succeed, we succeed."https://abbottandcompany.net/about-us/

Boston

Greater Boston Area

- Generated $40,000 in summer sales commissions as lead leasing agent.- Developed and maintained long-term relationships with clients, realtors and landlords to increase yearly sales.- Assessed and monitored student niche markets in the Greater Boston area to acquire listings and secure leasing contracts.- Organized daily showings, lead management, and client follow-up and support activities.- Analyzed real estate market trends and financial indicators to identify investment opportunities for prospective buyers.

Boston

- Expanded and retained client relationships and referrals by utilizing excellent interpersonal skills and cross-selling strategies.- Provided exceptional customer service by responding to customer requests in an effective and prompt manner, always exceeding the customer’s expectations.- Collaborated with team members and management to increase branch sales and contribute ideas to marketing activities.- Assisted clients with their personal and business banking needs, which also included managing customer portfolios and cross-selling Sovereign products and services including annuities, investments and insurance products. - Provided consumer loan solutions to customers from origination to closing.- Always achieved and exceeded sales goals.

Woburn

- Recruited, trained, and supervised junior loan officers to develop selling techniques, comply with industry standards, and originate loans.- Performed financial analysis and evaluated creditworthiness of residential and commercial borrowers, and recommended appropriate financing options.- Analyzed, reviewed, and processed mortgage transactions from pre-approval to closing stage.

Master Of Science In Financial Planning And Taxation, Summa Cum Laude

Activities and Societies: Beta Gamma Sigma

Bs Corporate Finance And Accounting, Accounting And Finance, Magna Cum Laude

Activities and Societies: Bentley Investment Group

Education record