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 has chosen her as “America’s Top Women Advisors” since 2017 and a “Best In State Wealth Advisor” since 2018. 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. Gina was featured as a “Dynamic Woman” in Boston Common magazine and a “Woman of Influence” by the Boston Business Journal. Nationally, she ranks as one of the top 100 (out of over 20,000) advisors based on total revenue with LPL Financial, the largest independent brokerage firm in the country. Gina maintains the CFS designation, life insurance license, and Series 7, 24, 63, & 65 registrations, held through LPL Financial.
Gina frequently appears on Fox Business News’ Mornings with Maria and Making Money with Charles Payne, CNBC’s Closing Bell, Worldwide Exchange and Nightly Business Report, and Bloomberg. She has been quoted in the Wall Street Journal, Barron’s, Newsweek, Forbes, Fortune, and more.
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. Passionate about financial literacy, Gina has helped educate young adults at the Dorchester Boys & Girls Club and Northeastern University.
Gina is a physical fitness enthusiast, and especially enjoys snowboarding with her husband who she met on a blind date, set up by his mom. They live in Boston with their 13 years in-the-making 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 1996-2022, 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