Bhumi Shah CFP®, MSFS, Registered Investment Advisor
Bhumi has six years of experience in the private banking, investment and financial services industries, with a strong background in finance and marketing. Bhumi graduated with a Masters degree in Financial Services (MSFS) from Saint Joseph’s University in Philadelphia. She received her Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards, Inc. She holds the FINRA Series 65 license, which enables her to serve clients as a Registered Investment Advisor representative.
Bhumi resides in Philadelphia with her husband and daughter. She enjoys being with family, travelling and practicing yoga.
Melissa Boyster, Marketing Manager
Melissa brings 25 years of experience in marketing management, strategy and creative business writing to Blair Wealth Management. An expert in project management, Melissa has managed complex marketing programs and top brands for globally recognized organizations and agencies such as the Aon Corporation, Starbucks, Navistar International and the Omnicom Group.
Melissa works with Blair Wealth Management to create and deliver seamless and impactful communications to help prospective and existing clients build prosperous, meaningful and fulfilled lives.
Robyn Axner-Davis, Public Relations Professional
Robyn is an accomplished public relations and marketing professional with 23 years of industry experience. As owner of Furman Communications, an established, Philadelphia-based, public relations and marketing firm, she has been instrumental in raising the profile of leading small to medium size businesses, franchise companies, entrepreneurs, start-ups and professionals of a wide-range of industries. Robyn is known for the results she delivers and for always going ‘above and beyond’ for her clients which has led to the firm’s 20 years of success.
The media recognize Robyn and her firm for providing newsworthy stories that are both timely and of interest to their audience. She has a history of achieving outstanding coverage for her clients and her results speak for themselves.
Sophia Blair, Public Relations — Outreach Specialist
Sophia joins the BWM team to spread the firm’s holistic message and execute on all aspects of local public outreach campaigns. She is passionate about forging relationships with professionals in the greater Philadelphia area to equip them with the tools necessary to achieve financial success.
She studied Mandarin Chinese and Business at Duke University receiving her Bachelor of Arts in Asian & Middle Eastern Studies. Upon graduation Sophia held a position at a global research firm in New York City, where she connected professionals at leading management consultancies, investment firms, hedge funds, and corporations with the expertise needed to evaluate strategic business decisions. A woman of many interests, she is now pursuing a degree in Nursing. You can catch her at community events to discuss financial aptitude, in the library studying chemistry, or running along the Schuylkill River Trail.
Stacie Marshall, Designer
Stacie specializes in the conception, layout and delivery of professionally designed print and website materials. With over 23 years experience, she takes pride in her work and the ability to read between the lines when communicating with clients. From large corporations to non-profit organizations, Stacie works with all types of businesses. While the core process remains the same throughout, she approaches each project with the unique perspective it deserves.
Margaret McIntyre, Photographer
Margaret has been pursuing photography as a serious amateur for more than 25 years. She often combines travel and her management consulting career with shooting nature photography in the locale. A lifelong learner, Margaret enjoys exploring new terrain both intellectually and physically.
Professionally, Margaret is an experienced management consultant, working with clients on strategic, operational and organizational issues. She uses a collaborative thinking approach and a variety of disciplines to help client teams explore their situation and the dynamics deeply to develop robust and innovative solutions.
Patricia Donahue, Artist
Raised in Minnesota and now living in Northern California, Patricia has a life-long appreciation for the splendor of glacial lakes, the changing seasons, and the striking natural beauty of the mountains and the sea. With a background in pharmaceutical and biotech industries, she has taken classes in colored pencil drawing and abstract art and since 2012 has explored more deeply her interest in fine art painting. She continues to grow as a student of fine art under the instruction of Jerry Yarnell at the Yarnell School of Fine Art.