DALTON, Mass. — Berkshire Money Management welcomes Nadia Dubowyj who is a veteran financial advisor and brings nearly 15 years of experience to the BMM team. 

 

She is also the managing director of a boutique, independent advisory firm in Connecticut. As a financial advisor, Dubowyj works directly with clients to optimize their finances. Prior to joining BMM, Dubowyj held portfolio administrative and wealth management positions at several financial firms, including as a financial advisor at Merrill Lynch.

 

"As quickly as Berkshire Money Management is growing, we still didn't need another advisor,” says BMM founder and CEO Allen Harris. "We have six and one in training. But we advise as a group. We collaborate as a team. When you have the opportunity to add someone of Nadia's caliber to your family, you open your arms and introduce that type of talent to your clients.”

 

Dubowyj has passed the Finra Series 3, 6, 7, 9, 63, and 66 exams. She is a CFA Institute member and a Chartered Financial Analyst (CFA) Charter holder as well as a Certified Financial Planner (CFP). Dubowyj holds a BS in Business Administration from the University of New Hampshire and an MBA from Bentley University. Currently, she is completing her master's degree in taxation from Northeastern University.

 

Dubowyj is focused on developing lasting, beneficial relationships with our clients. Her background and expertise allow her to provide clients with first-class service toward their financial goals.

 

A self-declared fitness nut, Dubowyj ran a qualifying finish time in the Boston Marathon and enjoys teaching fitness classes. She is a New Hampshire native and currently resides in Connecticut.