Rhonda Lathrop is a Boston College graduate of the Carroll School of Management. Her career started with implementing logistic and service solutions for Fortune 500 technology companies. As an entrepreneur at heart Rhonda owned a Sporting Goods business for 12 years and a Frozen Yogurt business for 4 years. Rhonda evaluated her priorities and thought hard about what mattered most and that was to assist others with their financial matters. It was at that time that Rhonda transitioned back to Finance as a Wealth Management Advisor. Helping families, individuals and businesses prioritize their goals and put a plan in place that would help them live the lifestyle they worked so hard for. Regardless of the transition or the shift in your life you are confronted with; divorce, retirement, inheritance, loss of a partner, exit of a business it may be the right time to work with a Financial Advisor that will look at your financial matters and how they align with your priorities. In addition to acquiring her Series 7 and 66 FINRA registrations and Insurance certifications Rhonda Lathrop is a CERTIFIED FINANCIAL PLANNER™ professional.
My value is being valuable to clients – financially, professionally and emotionally. As a responsive "problem solver" who relentlessly perseveres, I'm an advisor who makes things happen and gets things done. I'm also a former entrepreneur and tech executive who is a resourceful mother of five.
Today, my clients live in Boston, New York, Florida and across New England. Many are women in transition, blended families and multiple generations whom I help agree on next steps, despite bumps in the road. I also ask "tough questions" that a second marriage or wealthy family may find difficult to answer. "What's the true purpose of your money? What wisdom do you want to pass along, besides your wealth?"
Above all, I am a "student of family dynamics" and the underlying challenges clients don't often express. It is critical that I connect with clients in ways that a previous advisor may not have. I also connect clients with people in their communities who can help them ease a burden or enhance their lifestyle.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
