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Advisor Directory

Werblow Investment Team
phone781-681-7813
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Jim Harvey
Senior Vice President - Financial Advisor
phone207-791-1513
The Harbor View Wealth Management Group
phone401-457-1910
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Arthur McCarthy
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone978-646-1155
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Paul Giglio
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone781-681-7809
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Gordon Erikson, Jr., CFP®
Vice President - Financial Advisor
Consulting Group
phone207-756-6151
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Joseph Abbate
First Vice President - Financial Advisor
phone401-457-1922
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Maryanne Waldman
First Vice President - Financial Advisor
Consulting Group
phone617-725-1718
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Gordon Erikson, Jr., CFP®
First Vice President - Financial Advisor
Consulting Group
phone207-756-6151
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Clemens Private Wealth Management Group
phone617-725-1703
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Andrew Stern, CFA®
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone207-879-1785
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Mark Rabbe
Senior Vice President - Branch Director
Consulting Group
phone603-427-4715
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Empower House Financial Group
phone508-230-8960
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Jack White, CFP®
Associate Vice President - Financial Advisor
phone781-681-7808
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White Family Wealth Group
phone781-681-7810
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Gary Bruno, AIF®
Senior Vice President - Financial Advisor
Consulting Group
phone617-725-1706
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Bain B Gill, AWM
Managing Director - Financial Advisor
Senior Consulting Group
phone781-263-1030
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Richard Dichiaro
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone401-457-1965
Michael Drought, CFP®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone401-457-1945
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William J. Baugh
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone401-457-1920
Shelter Wealth Management Group
phone207-791-1515
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Paul McDonough, CFP®, CPA*
Senior Vice President - Financial Advisor
Consulting Group
phone401-457-1934
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Benjamin Sicoli, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone207-756-6138
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Dan Kennedy, AWM
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone401-457-1970
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David Almquist
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone617-725-1708
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The Giglio DiFiore Group
phone781-681-7809
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Jeffrey Little, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone603-427-4728
Richard J. Batten
Senior Vice President - Financial Advisor
Consulting Group
phone978-646-1152
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Eric J. Werblow, AAMS®
Senior Vice President - Financial Advisor
Consulting Group
phone781-681-7813
Samuel Difiore, CFP®
Senior Vice President - Financial Advisor
phone781-681-7825
Heald Wealth Management Group
phone781-263-1056
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John McCarthy
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone978-646-1188
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Frank Mcdonnell
Senior Vice President - Financial Advisor
Consulting Group
phone781-681-7827
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Clement Investment Group
phone207-756-6155
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Johnson McKee Jackson & Associates
phone207-772-4956
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The Pegram Wealth Management Group
phone781-263-1011
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The Kennedy & McDonough Investment Group
phone401-457-1900
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Zach Albert, CFP®
Associate Vice President - Financial Advisor
phone781-270-2227
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Robert Bourgault
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone401-457-1964
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Gabrielle Clemens, AEP®, CDFA®, JD, LLM
Managing Director - Wealth Advisor
phone617-725-1702
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Lisa M. Austin, AAMS®, CSRIC®
First Vice President - Financial Advisor
Consulting Group
phone617-725-1704
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Jacqueline Milowe
Vice President - Financial Advisor
Consulting Group
phone781-263-1006
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Stephen DiCarlo
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone978-646-1169
Sandy Leith
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone617-725-2288
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Maureen E Kerrigan, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone866-810-2066
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Christopher Kennedy
Financial Advisor
phone401-457-1971
John Germain, CFP®
First Vice President - Financial Advisor
Consulting Group
phone781-681-7803
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Prescott Wing, CFP®
Financial Advisor
phone401-457-1955
Mark Russell
Senior Vice President - Financial Advisor
phone207-756-6133
Matthew Shannon
Senior Vice President - Financial Advisor
Senior Consulting Group
phone207-262-5268
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Kevin Hawkinson
Senior Vice President - Financial Advisor
phone617-725-1713
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Jim E. Wing, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone401-457-1914
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Kevin L. Williams, AAMS®, AWM
Senior Vice President - Branch Director
Private Client Group
Senior Consulting Group
phone508-230-8960
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Beacon Wealth Management
phone781-263-1033
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Lisa A. Cherry
Vice President - Financial Advisor
phone207-262-5254
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Christopher Erickson, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone401-457-1956
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Greg Kelley
Associate Vice President - Financial Advisor
Private Wealth Advisor
phone617-725-1729
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North Star Wealth Management Group
phone603-427-4728
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Anthony F. Giordano, CFP®, CPFA®
Senior Vice President - Financial Advisor
Consulting Group
phone603-427-4732
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Alex Davis
Senior Vice President - Private Wealth Advisor
Senior Portfolio Manager - Portfolio Focus
phone617-725-1731
The Core Group
phone617-725-1732
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Legacy Wealth Management Group
phone603-431-3133
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Alfred Clemens
Senior Vice President - Financial Advisor
phone617-725-1703
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DiCarlo Chadwick Wealth Management Group
phone978-646-1169
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Nora Yousif, CDFA®, CFP®, CPFA®, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone508-230-8960
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Hunter Dudzik, CFP®
Vice President - Financial Advisor
phone401-457-1913
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Courtney Mahoney, MBA
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone401-457-1936
The LT Investment Group
phone617-725-2288
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Greg Dudzik
Senior Vice President - Financial Advisor
Consulting Group
phone401-457-1910
Kevin MacIntyre
Managing Director - Financial Advisor
Portfolio Manager - Portfolio Focus
phone617-725-1739
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John White
Senior Vice President - Financial Advisor
Consulting Group
phone781-681-7810
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Kent Salfi
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone207-262-5255
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The Albert Investment Group
phone781-270-2233
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Christopher Bayles
Managing Director - Private Wealth Advisor
Senior Consulting Group
phone617-725-1795
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Zachary George
First Vice President - Financial Advisor
phone603-427-4731
McCarthy Investment Group
phone978-646-1188
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Milowe Wealth Management Group
phone781-263-1051
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James Jackson, AIF®, CFP®, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone207-756-6116
Brian Clement
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone207-756-6155
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Stephen DiCarlo Jr, CRPC®
Financial Advisor
phone978-646-1170
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Peter Hart
First Vice President - Financial Advisor
phone207-756-6110
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Income Investment Group
phone401-457-1921
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David Messaline
Senior Vice President - Financial Advisor
Consulting Group
phone617-725-2032
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Mark A. Erhardt, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone207-262-5261
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Andy Griswold, AWM, CFP®, CPFA®
Managing Director - Financial Advisor
Senior Consulting Group
phone781-263-1032
Robert Taylor, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone617-725-2366
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Timothy Cavanaugh, AAMS®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone603-431-3133
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David Poulin, CIMA®, CPWA®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone617-725-1738
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J. Chrisann Taras, CFP®
First Vice President - Financial Advisor
Consulting Group
phone781-263-1012
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Don Mitchell
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone207-631-7416
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The Di Chiaro - Bourgault Group
phone401-457-1964
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Timothy Heald
Senior Vice President - Financial Advisor
Consulting Group
phone781-263-1056
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Brian McCarthy
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone978-646-1177
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Ted Dey, CFP®, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone207-791-1511
Bellew Wealth Management Group
phone617-725-1726
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Rick Bellew, AAMS®
Managing Director - Financial Advisor
Senior Consulting Group
phone617-725-1726
Impact Private Wealth Group
phone617-725-1702
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Patrick J. Kilcoyne
First Vice President - Financial Advisor
phone781-263-1003
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Jackson Cousins, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone207-772-4956
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Turnbuckle Investment Group
phone207-791-1511
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Robert Donovan
Vice President - Financial Advisor
phone207-756-6141
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David Milowe, AWM
Managing Director - Branch Director
Senior Consulting Group
phone781-263-1051
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Jeffrey Jacobson
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone617-725-2006
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Eric Burt
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone781-263-1058
Grenert MacIntyre Group
phone617-725-1739
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Robert S. Donohue
Senior Vice President - Financial Advisor
phone401-457-1923
Jody Chadwick, CFP®, CRPC®, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone978-646-1168
Scott Grenert
Managing Director - Financial Advisor
Portfolio Manager - Portfolio Focus
phone617-725-1728
Portland Square Wealth Management Group
phone207-791-1513
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The Hub Investment Group
phone617-725-2006
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Joel E. Slovin
Senior Vice President - Financial Advisor
phone617-951-9378
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Ellen Takagi
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone617-725-2143
Ian McArthur
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone207-791-1515
Burt Financial Group
phone781-263-1058
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Ernie Joseph
Senior Vice President - Financial Advisor
phone617-725-2120
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Jevon Owens
Senior Vice President - Branch Director
Consulting Group
phone207-262-5278
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The Baugh Group
phone401-457-1920
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Andrew Heald
Senior Vice President - Financial Advisor
Consulting Group
phone781-263-1054
Alex Sugar, CFP®
Managing Director - Private Wealth Advisor
Institutional Consulting Group
phone617-725-1730
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Harvey Albert
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone781-270-2233
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Brant Despathy
Senior Vice President - Financial Advisor
Consulting Group
phone781-681-7836
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Molly Solari, APP, CFP®
Financial Advisor
phone617-725-2131
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Amy Chipman
First Vice President - Financial Advisor
Consulting Group
phone207-756-6158
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