advisors

Elizabeth Talbot CPA, CFA®, Managing Director, Senior Wealth Advisor The Colony Group

2 Atlantic Avenue, Boston, MA 02110

ltalbot@thecolonygroup.com thecolonygroup.com 617.723.8200

At a Glance

Financial Services Experience

35 years

Assets Under Management $7.5 billion (as of 1/1/2018)
Minimum Fee for Service None
professional services provided

Financial-Planning, investment-advisory, money-management, institutional-consulting and family office services

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