Honor #1 - Alexandria Dunn named Partner of Affinia Financial Group
It is with great pride that Affinia Financial Group announces Alexandria (Nadworny) Dunn’s promotion to Partner. Since joining the practice in 2013, she has had a monumental impact on the overall growth of Affinia.
Alex brings her expertise, energy and a deep level of commitment to helping her client families plan for their future; a process she describes as planning with purpose. She is a mission driven individual and gives her time to organizations whose work she values and supports. Alex is the Chairperson of the State Advisory Council, MA Department of Developmental Services, serves on the Advisory Board of the Massachusetts Guardianship Association (MGA) and is a member of the Boston Estate Planning Council (BEPC) and Roundtable Committee.
Honor #2 - Alexandria Dunn named to 2023 Class of the ABA Under 40 in Wealth Management
Congratulations to our own Alexandria Dunn who has been recognized by the @American Bankers Association as a member of the Under 40 in Wealth Management, Class of 2023. Her commitment to the highest standards of achievement at work and in our community make her a worthy and well-deserving recipient of this honor.
Announcement from the ABA:
Alexandria Dunn was awarded the “ABA Under 40 in Wealth Management Awards”, based on 13 objective criteria associated with providing quality services to clients such as credentials, experience, and training among other factors. Participants do not pay a fee to be considered or placed on the final list of 2022 Under 40 in Wealth Management Awards. The inclusion of a Advisor on Under 40 in Wealth Management Awards list should not be construed as an endorsement of the Advisor nor should it be inferred that the award represents the experience of any clients. This award does not evaluate the quality of service provided by the Advisor to their clients, and the award is not indicative of the Advisor’s future performance. The American Bankers Association is the voice of the nation’s $23.7 trillion banking industry, which is composed of small, regional, and large banks that together employ more than 2 million people, safeguard $19.6 trillion in deposits and extend $11.8 trillion in loans. Please visit here for official rules and details.