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Doreen is a seasoned Senior Wealth Advisor, with over 40 years of expertise in the Fiduciary field, Estate settlement, probate and Trust Administration. Doreen works closely with individuals, their families and their business to provide them the utmost in service, financial, estate and retirement planning. 

Doreen started her career working for State Street Bank in the estate settlement and distribution division. Doreen became a legal reader and a specialist in Mass Inheritance Tax settlement. She then went on to work at Union National Bank, a Conifer Group, responsible for business development, with a concentration on the management of retirement plans and portfolio for high-net-worth clients. Doreen than joined Eastern Bank where she worked for 25 years, working in her experienced fields as a member of the Trust Administration committee as well as a team leader in the Wealth division. Doreen’s Trust and Wealth qualifications were welcomed at People’s United Bank and later at Cambridge Trust Wealth Management where she has worked for 3 years.

Doreen is a Certified Financial planner, and Certified Trust and Financial Advisor. She holds a paralegal certificate from Bentley University.  Doreen attended Northeastern University, Endicott College, Cannon Trust School, and has received a certificate in financial planning from Boston University’s Center for Professional Education.