Barbara’s late husband, Herbert Shapiro founded HMS Financial Group in 1988 after being in the financial services industry for almost 20 years. Barbara trained alongside her husband, learning all aspects of the business from the ground up. She was named President in 2010. Barbara has over 25 years of experience in the financial industry and is a Graduate of the Securities Industry Association Institute at the Wharton School. She holds a Master of Science in Finance from Suffolk University, a Master of Education in Counseling from Boston University and a Master of Education in Moderate Special Needs from Northeastern University. Barbara has her Series 7, 63, 24 in addition to her EdM2 MSF CFP® CFS CMC CDFA CeFT® and insurance broker license.
An experienced teacher, Barbara has written, developed and taught courses on financial planning and investments. She has written and contributed to several articles for Kiplinger, ThinkAdvisor, and many other publications. In addition, Barbara co-authored a book , ‘He Said: She Said: A Practical Guide to Finance and Money During Divorce’, which was published in 2015.
Barbara is an active lecturer to professional groups and educational institutions. She spoke at the 2016 IDFA Conference in Orlando on divorce ethics and has been a guest on New England Cable News’ “Business Day” program, and Fox TV news, serving as an authority on women and finance. A well-known, highly respected professional in the field, Barbara has been interviewed by USA Today, the Boston Herald, the Boston Globe, the Boston Business Journal, Worth , the New York Times, Kiplinger’s Retirement, Investment News, CNN Lookout, NPR and WBZ News Radio, as well as many others.
Among her many recognitions, Barbara has served as a National Board Member of the Securities Industry Foundation for Economic Education, past member of the Boston Jewish Community Women’s Fund, and the past Treasurer of both the Divorce Center and the Massachusetts Council of Economic Education. Barbara is the current Treasurer of Hope High School’s Dollars for Scholars, an affiliate of Scholarship America.
In her spare time, Barbara enjoys swimming and is also an avid reader.
Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Barbara Shapiro, a Massachusetts Registered Investment Advisor. HMS Financial Group, Barbara Shapiro and Cadaret, Grant are separate entities.
Dena holds a B.S. in Finance from Rhode Island College and has over 6 years of experience in the financial services industry. She holds the Life and Health insurance license as well as the Series 7, 63 and 65.
In her free time, Dena enjoys baking and trying new restaurants.
Prior to joining HMS, Nicole worked as an Investment Advisor Representative Support Specialist, managing a team of 60 financial advisors nationwide. Nicole holds a B.A. in Vocal Performance from SUNY Fredonia and a M.M. in Opera Performance from the University of Cincinnati College Conservatory of Music.
Before deciding to focus on the financial services industry, Nicole performed across the U.S. and abroad. She continues to enjoy all genres of music and theatre.
Diane holds a B.S. in Finance from the University of Delaware and has over 20 years of experience in the banking and financial industry.
In her spare time, Diane likes attending sporting events and cooking.