Priscilla Cubelli, CTFA

Senior Trust Administrator

As a senior trust administrator at Needham Advisory, Priscilla is well respected for her technical and personal skills in trust and account administration. Priscilla graduated from the National Graduate Trust School and was awarded the Certified Trust and Financial (CTFA) designation. She was a senior trust officer at Arlington Trust Company prior to working for First National Bank of Ipswich (FNBI) as a senior vice president and head of investment management and trust services. After FNBI was acquired by Eastern Bank, Priscilla was named vice president of wealth management. Priscilla joined the Needham Advisory team in 2013.

Activities & Affiliations

• Trustee Nevins Library Foundation

Certifications

• Certified Trust and Financial Advisor (CTFA)