Briana Silvio, FPQP™
Senior Client Service Assistant and Office Administrator
Briana uses her welcoming and energetic personality to properly guide our clients and ensure their questions and needs are handled quickly and efficiently. Prior to becoming a Client Service Assistant in 2014, Briana successfully managed accounts payables and receivables at a well renowned building company in Yarmouth, MA which is where her interest in finance was first piqued.
In March of 2017 Briana earned her Financial Paraplanner Qualification Professional™ designation. Individuals who hold this designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, industry terminology, and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. FPQP™ designees can effectively identify, analyze and recommend investments that are appropriate for individual’s diverse needs, while working with the financial planner.
Briana has lived in the Cape Cod region for over 10 years, first moving from Bangor, ME to Nantucket Island, and then eventually to East Sandwich. She enjoys spending time with her husband on their boat, listening to live music, traveling, and spending time with her close-knit family.