Meet the Team


Barbara Nevils, CFP®

Principal, Wealth Advisor

Parsippany, NJ | 973.554.6027


  • Bachelor of Science Degree in Mathematics, The University of Massachusetts
  • Master of Mathematics and Education Degree, Tuft’s University


  • Member, Financial Planning Association
  • Member, National Association of Personal Financial Advisors, Massachusetts Study Group
  • Money Mentor for the Money Conference for Women sponsored by the State Treasurer’s Office and the YWCA
  • Money Hotline participant sponsored by the Boston Herald and the FPA of Massachusetts
  • Membership Committee for the Financial Planning Association of Massachusetts

Barbara joined Sax Wealth Advisors as a Principal and Wealth Advisor in the 2023 acquisition of her wealth management firm, Nevils Financial, where she was Founder and President. She is a Certified Financial Planner™ and Registered Investment Advisor in both Massachusetts and Florida with over 20 years of experience. Day to day, Barbara advises individuals and families toward their financial goals. This includes financial planning, tax planning, and initiating financial solutions for her client’s unique objectives.

In addition to her passion for advising clients, Barbara was also a Former Assistant Professor of Mathematics at Bentley College.

Awards & Honors