Linda brings over three decades of client service, operations, and management experience to Premier Path Wealth Partners. Linda is responsible for overseeing Premier Path’s client service and daily operations, as well as Compliance and Human Resources. Most recently, before Premier Path, Linda was Client Relationship Manager at Merrill Lynch for 12 years.
Linda graduated Magna Cum Laude from Felician College with a Bachelor of Arts degree in Management and Marketing. Linda holds the Certified Plan Fiduciary Advisor® CPFA® designation in addition to her FINRA Series 7, 9, 10, 24, 51, and 66 designations. She lives in Denville, NJ with her husband Scott. In her spare time Linda enjoys playing pickleball, hiking, cycling and spending time at her home in Scottsdale, AZ.
Certified Plan Fiduciary Advisor (CPFA): The National Associationof Plan Advisors (NAPA) is an organization designed for retirement plan advisors. This organization oversees all coursework and exams required to become a CPFA. A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans. During the CPFA certification, candidates spend around two months learning about fiduciary services for retirement plans.