- B&D Advisors LLC
- 311 Main Street
- P.O. Box 15156
- Worcester, MA 01615-0156
- (508) 926-3660
John F. Shoro
Advisor
Email:
- General Securities Representative
- Investment Advisor Representative
- Partner of the law firm Bowditch & Dewey LLP
As a financial advisor, Mr. Shoro's practice focuses on financial planning for high net worth individuals and business owners, with an emphasis on tax reduction strategies and charitable giving.
- Areas of Expertise
- Planning for high net worth individuals and business owners
- Tax Reduction Strategies
- Estate Analysis
- Charitable Giving
- Education
- B.A., cum laude Boston College (1984)
- J.D., Boston University (1987)
- L.L.M., Taxation, Boston University (1992)
- Editor-in-Chief, National College of Probate Judges and Boston University Probate Law Journal.
- FINRA Series 7 & 66 registrations
- Professional and Community Activities
- Former Chairperson, Tax Law Section, Massachusetts Bar Association
- Past President, Estate and Business Planning Council of Worcester County
- Former instructor in Taxation, Babson College
- Fellow, American College of Trust and Estate Counsel
- Trustee, Worcester Historical Museum
From Strategy To Delivery
Professional, Responsive Service
B&D Advisors is a subsidiary of the law firm Bowditch & Dewey LLP, with offices in Worcester, Boston and Framingham. B&D Advisors offers the same high quality of service clients receive from Bowditch & Dewey LLP. Our knowledgeable team includes a CERTIFIED FINANCIAL PLANNER™ Professional, as well as individuals with advanced financial planning, and estate planning capabilities.
B&D Advisors is appropriately licensed to make investment recommendations. You do not need to be a client of Bowditch & Dewey LLP to utilize the services of B&D Advisors. Our services are ideally suited for investors with over $100,000 in assets. Our account minimum is $50,000.
Simply call us at 508-926-3660 for a complimentary consultation. We will be pleased to meet with you and answer your questions. There is no charge for this initial meeting.