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- Elaine B. Morgillo, CFP
Elaine B. Morgillo, President of Morgillo Financial Management Inc., is a certified financial planner with more than twenty five years of experience. She specializes in investment management and long-range planning for individuals and closely held corporations. In addition to her expertise in finance and investments, she holds a bachelor’s degree in psychology.
Elaine has offered her knowledge through weekly columns in Seacoast Media Group newspapers and other publications for several years. In addition, she is frequently featured as an expert in articles appearing in publications such as the Boston Globe Magazine, Boston Business Journal, Christian Science Monitor, Physician's Money Digest and on websites including SmartMoney and MSNMoney.
This work with the media, as well as the numerous lectures and workshops she has conducted, focus on the subjects that are of most interest to her, including retirement and estate planning, investing, divorce and finance for women.
Elaine has also been a guest speaker for the Massachusetts Dental Society, and was chosen as a money mentor for the 2000 and 2002 Money Conference for Women sponsored by the Massachusetts State Treasurer's office. She is a past president of both the Merrimack Valley Estate Planning Council and the Service Club of Andover. She is also a member of the Financial Planning Association, National Society of Compliance Professionals, Boston Estate Planning Council, Maine Estate Planning Council and serves on the investment committee for the Museums of Old York.
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 | Kevin J. Kennedy
Kevin J. Kennedy, Vice President and Chief Investment Strategist at Morgillo Financial Management Inc., has worked in the financial services industry since 2001. His core strength is investment management and its impact on the overall financial plan. He guides clients on goal setting, risk management strategies, asset allocation and investment policies. Kennedy has a M.A. from Boston University and earned a Certificate in Financial Planning in 2006.
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