Mandy A. Magee

Ms. Amanda Magee joined Back Bay Financial Group, Inc (BBFG) in January, 2005, as office administrator and currently serves as BBFG’s customer service associate and supports our human resource efforts.
Her varied responsibilities include client support, tracking new applications, handling money transfers, account monitoring and retained client billing.
She also works on the operations side of BBFG, putting through the trades that the wealth managers place; she has streamlined the process and improved its functionality.
In 2009, Ms. Amanda Magee received her Registered Paraplanner designation from the College for Financial Planning, giving her a broad knowledge of the financial planning process, including estate planning, investments and retirement planning.
She served, for two years, as a member of the BBFG Donor Advised Fund Committee.
Prior to joining BBFG, Ms. Amanda Magee was responsible for performance reporting within Scudder mutual fund group at State Street Bank.
She also served as an office assistant at the Worcester Art Museum.
She holds a Bachelor of Arts degree in Art History from Keene State College in Keene, N.H.