Broker Check

Team

Alicia Driscoll

Senior Client Relationship Manager

(617) 903-3334

(617) 249-0329

[email protected]

Alicia, interfaces with our clients’ custodian for account maintenance, processing security transfers, prepar­ing forms, and serving as a digital concierge. In addition, she is responsible for the data integrity of information received from custodians. She excels at developing strong relationships and specializes in providing exceptional customer service.

 

Alicia graduated from the University of Southern Maine School of Business and brings years of financial industry experience to our team. Alicia has extensive experience in all aspects of customer service and in investment operations in the financial planning field. She resides in Boston with her husband Gerard, their son Frankie and German Shepherd Axel.

Clare Ovelman

Senior Executive Assistant

(617) 903-3334

(617) 249-0329

[email protected]

Clare, is responsible for providing excellent client service while maintaining the day to day operations of our wealth management practice. She takes care to maintain trusting relationships with clients and ensures their needs are tended to in an effective and efficient manner. Clare, serves as the initial point of contact and is ready to assist and serve our clients.

 

Clare holds several years of high level customer service. She resides in Mendon with her husband Dave, children, Lucy, Sophia and Maverick.

Rachael Linnehan

LPL Wealth Advisor

(617) 903-3334

(617) 249-0329

[email protected]

Rachael Linnehan, founded Green Eagle Wealth Management, after working at a few large practices. She has experience working with a large firm in Boston’s Financial District as well as Wellesley and Hudson Practices. She believes her prior experience through the rollercoaster of market cycles are an ideal foundation for understanding the relationship between clients, their assets and goals.

Attention to detail, good listening skills, and great empathy are symbols of her appreciation by her clients. She is effectively supported by an experienced service team at her custodian, LPL Financial, which not only provides administrative assistance, but the ability to help her build long-term relationships with her growing client base and provide excellent customer service.

Rachael is a proud graduate of the Boston College which is was recently ranked by US News and World Report as one of the top national universities. Her love for Boston College goes beyond her years of attending as a student. Her father maintained a position as Head of Sports Medicine/Assistant Athletic Director for over two decades. He is remembered in their Hall of Fame.

Community service is an important to Rachael. She recently teamed up with Framingham Public Schools to teach financial literacy. Rachael is also a member of the Central/West, Citizen Advisory Board for Individuals with Intellectual Disabilities.

Away from the business and volunteering, she enjoys spending time with her five children and friends. Her eldest son is currently on active duty with U.S. Army, Special Forces. He recently earned his position in the Green Beret training program.

Rachael chose the name Green Eagle in appreciation of her family. Green, represents her eldest son who is pursuing his goal to become a Green Beret. Eagle is in remembrance of her father, who loved his time at the heights Boston College Eagle. Eagle also represents her respect and her family’s dedication to the armed services.

Rachael resides in Mendon with her children, Grant, Nathan, Haley and Elijah.