Broker Check
Indrani  Namilikonda

Indrani Namilikonda

Paraplanner/Client Services Coordinator

I am responsible for client service and coordinating new business for our practice. In addition, I oversee the financial planning process and actively participate in data collection and financial analysis.

My educational background includes an MBA from Dalhousie University and a master's degree in Accounting from a university in India.

I reside in Boston with my husband and twelve-year-old son. During my free time, I find joy in activities such as running, cooking, and playing tennis.