Kellen MacDonald, CRPC®
Finance & Investment professional in Investment Management
Brendan Wagner
Research in Investment Management and Retirement Planning
Jennifer P Lane, CFP®
Personal Financial Planning and Investment Management expert
Marybeth Breed, CFP®
Retirement Planning: Investment Management
Elijah Dorf, CFP®, MSF
Finance & Investment focused on Wealth Management and Retirement Planning
Tommy McDonnell, MBA
Investment Management, Retirement Planning, and Tax Optimization
Jeff Swartz
Leading Wealth Management Excellence in New England at Morgan Stanley
Bruce Tobin
Research in Biotech Financial Planning and Employee Benefits Optimization
Nick Anketell, CFP®
Boston-based Wealth Management specialist
C.J. Young
Crafting Tailored Investment Strategies for High Net Worth Clients
Zachary Curtis, CFP®
Retirement Planning authority | Investment Management
Michael Curran
Expert Financial Strategist Driving Client Success at Wilmington Trust
Michele B. O'Connor, CFP®
International Wealth Management with expertise in Portfolio Strategy Development
Eric Roberge CFP®
Finance & Investment specializing in Fee-Only Financial Planning
Jonathan P. Hyett
Retirement Planning and Investment Management expert
Jay O'Brien
Guiding Boston's Wealth Management with Personalized Financial Strategies
Ally Wong
Investment Strategy Development specialist in Boston
Christine Chase, CFP®
Retirement Planning, Investment Management, and Tax Optimization
Craig Adams, CFP®
International Tax Planning authority | Investment Portfolio Management
Jeffrey Peras, Jr.
Portfolio Management and Risk Assessment Finance
Matthew Davis
Finance & Investment professional in Succession Planning
Liam Peck
Boston-based Client Relationship Management specialist
Peter Doyle
Guiding Boston Families to Financial Security with Personalized Investment Strategies
Ben Simon
Crafting Tailored Wealth Strategies for High-Net-Worth Families
Luke Tetrault
Finance & Investment focused on Portfolio Management and Risk Assessment
Shane Walsh
Retirement Planning | Investment Strategy
Max Rater, MBA
Wealth Management practitioner | Investment Strategy
Max Rater, MBA, ChFC®
Wealth Management and Retirement Planning expert
Nicole Carelli
Wealth Management, Investment Strategy, and Financial Planning
John Brooks
Wealth Management | Retirement Planning | Investment Portfolio Analysis