About Us

Biography


Moira McCarthy
Administrative Assistant, Financial Planning
PHONE: (781) 761-1643
Bio

Moira joined Summit Financial Strategies, Inc., the personal financial management and tax planning division of Summit Financial Corporation in 2014. As Administrative Assistant to Trish Gildea, CFP®, Moira is responsible for Customer Service, Office Management, Records Management and Communication Support. As the Strategies Team Administrative Assistant, Moira provides administrative support to the wealth management advisors and CPA’s.

Prior to her employment at Summit, Moira’s background includes over 20 years as a Communications Professional and Educator.

Educational and Professional Background
  • Brown University
    M.A. Theatre
  • University of Massachusetts, Lowell
    B.A. English
Personal

Outside the office, Moira pursues her interests in theatre performance, gardening, and quality time spent with family and friends.