Jayme M. Metzler

Ms. Jayme M.
Metzler is Client Services Associate at Boston Financial Management, Inc. She is a member of the Client Services team.
She provides support for portfolio managers, prepares client presentations, and serves as a point of contact for clients.
She is also responsible for the on boarding process of new relationships and acts as the liaison between brokers, custodians, and Boston Financial Management.
She originally started at Boston Financial Management as the Administrative Coordinator and has since transitioned into a Client Services Associate.
Before joining Boston Financial Management in 2009, she worked as an Executive Assistant at State Street Global Advisors.
Ms. Metzler earned a B.A.
in Political Science and Legal Studies at the University of Massachusetts, Amherst.
She is also currently enrolled in Boston University's Financial Planning Program.