Our Advisors
Our advisors deliver the very best the industry has to offer. Through a collaboration with your existing advisory team, our advisors
are able to provide an integrated financial plan to help maximize your financial options. To learn more about one of our advisors,
please use the search form below.
If you have not connected with us in the past and are interested in contacting a Financial Advisor, please fill out a Contact Form so
we can find the best advisor for you. If you are looking to find an office location in a specific area, please visit our Locations page to see
a map of all our offices.
- A
- Steve Abraham | 603-471-4336 | [email protected]
- Joseph Altobello | 603-471-4342 | [email protected]
- Bill Avril | 508-285-3009 | [email protected]
- B
- Parker Babbe | 802-338-4562 | [email protected]
- Zach Banas | 413-636-3282 | [email protected]
- Jeff Baron | 617-526-8230 | [email protected]
- Jim Beam | 239-919-2797 | [email protected]
- Frederick (Rick) Bellows | 401-463-1385 | [email protected]
- George Benoit | 508-677-3900 | [email protected]
- Lisa Blair | 413-245-6003 | [email protected]
- Meghan Blomberg | 781-374-7443 | [email protected]
- Jim Bolton | 970-328-9009 | [email protected]
- Janine Bouchard | 781-374-7447 | [email protected]
- Robert Bourque | 617-526-8224 | [email protected]
- Dakota Brizendine | 802-338-4553 | [email protected]
- Cynthia Bryant | 978-425-5088 | [email protected]
- Christine Burke | 978-475-8710 | [email protected]
- James L. Bush | 617-526-9327 | [email protected]
- Gilbert J. Butler | 617-526-8205 | [email protected]
- C
- Paul Carag | 425-939-6891 | [email protected]
- Jeffrey Carey | 617-526-9349 | [email protected]
- Jack Carrigg | 617-462-5101 | [email protected]
- Scott Cathers | 401-463-1381 | [email protected]
- Michael Chastain | 501-773-8344 | [email protected]
- Dennis Chenette | 603-471-4336 | [email protected]
- Steven Chick | 413-499-0597 | [email protected]
- Matt Clayson | 617-454-1101 | [email protected]
- Mark Condon | 617-526-8204 | [email protected]
- Joseph Conlan | 617-526-8282 | [email protected]
- Eric Cooper | 603-471-4343 | [email protected]
- Christopher Cronin | 617-893-2747 | [email protected]
- Randy Cushing | 781-337-3756 | [email protected]
- D
- George Daboul | 978-443-6060 | [email protected]
- Lucy Damiani | 781-272-3458 | [email protected]
- Gary Dennis | 617-526-9328 | [email protected]
- John DiRuggiero | 617-526-8242 | [email protected]
- Bob Doak | 617-526-9302 | [email protected]
- E
- F
- Gary Farley | 207-990-3373 | [email protected]
- Leonard Ferris | 802-476-8182 | [email protected]
- William Fleming | 603-471-4300 | [email protected]
- Chris Flynn | 781-930-4802 | [email protected]
- Lynn Foley | 207-632-4765 | [email protected]
- Ian Frederick | 603-930-2732 | [email protected]
- Jon Freedman | 978-579-7900 | [email protected]
- G
- Robert Garneau | 603-471-4393 | [email protected]
- Gregory Gauthier | 401-463-1341 | [email protected]
- John Gilmartin | 617-259-1900 | [email protected]
- Matthew Glynn | [email protected]
- Doug Greene | 781-640-8718 | [email protected]
- H
- Victor Haerinck | 603-577-0301 | [email protected]
- Anna Harper | 508-430-7288 | [email protected]
- Mitchell Hayes | 603-471-4300 | [email protected]
- Justin Hayward | 617-526-9366 | [email protected]
- Michael Heberlein | 617-526-9389 | [email protected]
- Elizabeth Hodgdon | 603-753-6328 | [email protected]
- Chris Hodgson | 508-990-1583 | [email protected]
- I
- Steven Incropera | 978-808-3895 | [email protected]
- J
- Ellen Janis | 413-346-4564 | [email protected]
- Harold (Skip) Jarvis | 603-471-4349 | [email protected]
- George Jellison | 207-288-0002 | [email protected]
- Paul Jobin | 603-471-4365 | [email protected]
- Douglas Johnson | 603-471-4300 | [email protected]
- Stephen Johnson | 617-526-9354 | [email protected]
- Paul Joyce | 617-327-6838 | [email protected]
- K
- L
- Ryan Lambert | 617-526-8202 | [email protected]
- Moe Lazzaro | 508-643-3180 | [email protected]
- James Leclair | 207-671-8766 | [email protected]
- Richard Leighton | 207-831-5255 | [email protected]
- Erin Lemieux | 401-463-1312 | [email protected]
- Thomas LePage | 508-678-5267 | [email protected]
- Tim Libby | 781-374-7442 | [email protected]
- Jeremy Lindquist | 603-782-3005 | [email protected]
- Ken Lloyd | 617-479-0075 | [email protected]
- Marshall Lobell | 617-526-8201 | [email protected]
- Brian Luce | 603-520-8755 | [email protected]
- Jason Luck | 781-374-7445 | [email protected]
- M
- Joe Malouf | 781-278-8851 | [email protected]
- Tom Mandeville | 401-463-1326 | [email protected]
- Thomas Marsh | 802-476-3100 | [email protected]
- MJ Mastrangelo | 508-563-9415 | [email protected]
- Austin Martineau | 603-471-4300 | [email protected]
- Jim Masur | 781-400-8649 | [email protected]
- Jeffrey Mayer | 603-471-4300 | [email protected]
- Ross Mayer | 617-526-9376 | [email protected]
- Daniel G. McCarthy | 339-225-0307 | [email protected]
- Ryan McDermott | 617-833-9057 | [email protected]
- Aaron McFadden | 617-526-9382 | [email protected]
- John McGourty, Jr. | 508-963-2226 | [email protected]
- Kerri Melley | 774-420-2092 | [email protected]
- Gregg Miles | 617-526-9318 | [email protected]
- Pete Milillo | 603-471-4207 | [email protected]
- Jesse Miller | 603-471-4218 | [email protected]
- CJ Millett | 617-526-9339 | [email protected]
- Greg Monti | 617-526-8206 | [email protected]
- William Moody | 617-526-9384 | [email protected]
- Todd Mulholland | 401-463-1339 | [email protected]
- Edward Mullen | 603-226-4124 | [email protected]
- N
- O
- Bill O'Connell | 401-919-5507 | [email protected]
- Cynthia A. O'Connell | 401-919-5507 | [email protected]
- Leon Omansky | 508-879-4458 | [email protected]
- Kathy O'Neill | 508-529-6203 | [email protected]
- Brian O'Sullivan | 617-479-0075 | [email protected]
- Joe O'Sullivan | 617-653-7687 | [email protected]
- P
- Dennis Palmerini | 617-435-1239 | [email protected]
- Sam Philbrook | 617-526-8269 | [email protected]
- Thomas Pignatiello | 603-362-8383 | [email protected]
- Jack Pilibosian | 617-354-4400 | [email protected]
- Timothy Politis | 207-883-4496 | [email protected]
- Heather Powers | 781-461-8442 | [email protected]
- Q
- Edward Quinn | 401-463-1363 | [email protected]
- R
- James Raiola | 401-463-1300 | [email protected]
- Marty Rasnick | 617-859-7200 | [email protected]
- Rebecca Rice | 501-868-3434 | [email protected]
- Drake Richey | 617-526-9369 | [email protected]
- Amie Roach | 508-990-1583 | [email protected]
- Joshua Robinson | 501-908-9820 | [email protected]
- Nicholas Roop | 802-338-4553 | [email protected]
- Jared Rose | 603-589-4042 | [email protected]
- John Rosenheim | 617-526-9351 | [email protected]
- Stephen Ross | 617-526-9314 | [email protected]
- S
- Lee Sanders | 501-327-6277 | [email protected]
- Nicholas Sangermano | 603-434-8877 | [email protected]
- James Santo | 603-627-4788 | [email protected]
- Al Santosuosso | 617-526-9325 | [email protected]
- Bryce Schintzius | 617-526-8253 | [email protected]
- Elissa Schwartz | 401-463-1307 | [email protected]
- Christine Shackley | 207-899-0777 | [email protected]
- Kenneth Sharkey | 603-471-4300 | [email protected]
- Edward Shaughnessy | 603-471-4308 | [email protected]
- James Shaughnessy | 603-471-4305 | [email protected]
- Michael Shaughnessy | 603-471-4311 | [email protected]
- Thomas Shaughnessy | 603-471-4367 | [email protected]
- TJ Shaughnessy | 603-471-4325 | [email protected]
- Michael Simon | [email protected]
- Bob Skloff | 617-526-9319 | [email protected]
- Martha Slaight | 617-480-9466 | [email protected]
- Boola Sourial | [email protected]
- Kimberly Stauffenberg | 303-483-1787 | [email protected]
- Eric Stearns | 585-735-9339 | [email protected]
- T
- Ben Taylor | 617-526-9360 | [email protected]
- U
- V
- Thomas M. Valentine Jr. | 508-796-5950 | [email protected]
- James Van Arsdale | 781-374-7446 | [email protected]
- W
- Michael Ward | 617-526-9313 | [email protected]
- Michael Weiner | 617-312-5115 | [email protected]
- Victor Werley | 501-327-6277 | [email protected]
- Lawrence Wilson | 508-491-3186 | [email protected]
- Jeffrey Woodard | [email protected]
- X
- Y
- Z