Gina Bolvin, President of Bolvin Wealth Management Group Inc., has captured the human side of investing.
Advising clients since 1997, she has been recognized as a leader in her field. Forbes Magazine chose her as one of “America’s Top Women Advisors” in 2017, 2018, 2019, 2020, 2021 and 2022 and a “Best In State Wealth Advisor” for 2018, 2019, 2020, 2021 and 2022. Barron’s Magazine selected her in 2008 to the Barron Winner’s Circle: Top 50 Advisors in Massachusetts and Top 5 Women Advisors based on customer satisfaction. In 2020 Gina was featured as a “Dynamic Woman” in Boston Common magazine and was chosen as a “Woman of Influence” by the Boston Business Journal in 2016 Nationally, Gina ranks as one of the top 100 (out of over 17,000) advisors based on total revenue with LPL Financial, the largest independent brokerage firm in the country. She has been awarded membership in LPL’s Chairman’s Council for over twenty years. Gina maintains the CFS designation, life insurance license, and Series 7, 24, 63, & 65 registrations, held through LPL Financial.
Gina frequently appears on national financial news television and radio programs, including CNBC’s Closing Bell, Fox Business News’ Making Money with Charles Payne, CNBC’s Nightly Business Report, Bloomberg, and Thomson Reuters. Her articles have appeared in Investment News and On Wall Street and has been quoted in CNBC.com, Forbes, Reuters, US News and World Report and Yahoo Finance along with others.
Gina served on the Board of Directors for Christmas in the City, a non-profit organization helping women in the wake of domestic violence live independently. She served as a long time benefactor for Grub Street, national creative writing center. Passionate about financial literacy, Gina has educated young adults about finance at the Dorchester Boys & Girls Club and Northeastern University. She is a member of Boston Women in Finance, Financial Services Institute, Friends of the Public Garden and the Bay Village Neighborhood Association. Gina graduated from Syracuse’s University’s Newhouse School of Communications. In her spare time, Gina is a physical fitness enthusiasts and loves to run, bike and snowboard. This lifestyle inspired her “DO NOT COAST” workshops. She met her husband on a blind date, set up by his mom. They live in Boston with their daughter Gina Bella.
* The Forbes ranking of America’s Top 200 Women Advisors, developed by SHOOK Research,is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
*Barron's Award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
*Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC