Helen Urbanovitch

Helen is the primary contact for questions about statements, checks, and questions regarding servicing of your account. Helen has more than 30 years of experience in the financial services industry, starting out in banking and transitioning to investments in 1987. She has been working with B & D Advisors since 2005.

Helen attended Assumption College, earning a degree in Business Administration in 1986. She continued her education earning a Financial Planning Certificate in 2003 with the College for Financial Planning. and a Chartered Advisor for Senior Living (CASL) designation in 2010 from The American College. Helen holds FINRA Series 7, 63, and 65 securities registrations, and life and health insurance licenses.

Helen is currently a member of the  Estate Planning and Business Council of Worcester. She has been a member of the United Way Women’s Initiative for several years and a frequent mentor for their Dollar $cholar Program.

Helen and her husband Steve live in Paxton MA. When not at work Helen enjoys yoga, gardening, and reading.