RAYMOND JAMES FINANCIAL SERVICES - Key Persons
Ben provides comprehensive financial planning for families and individuals, applying his specialized knowledge of investment management and cash management. He takes great pride in cultivating strong personal and professional relationships with his clients, and always strives to gain a thorough understanding of their needs, objectives and time horizon in order to craft a tailored financial strategy.
Before joining our team, Ben was a financial advisor with Ameriprise Financial Services. He earned a bachelor's degree in geography with a minor in English from the University of Vermont.
Ben works closely with Hallie Hicks, Director of Operations. View her Bio.
Bob has been serving the financial needs of clients and their families for 20 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. As your financial advisor, Bob takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Bob works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.
Brian joined Boston Harbor in 2021 and has been in the financial planning business since 1998. He enjoys building ongoing relationships and helping people design their financial future through investment and risk management, retirement, estate and insurance planning. What he enjoys most is seeing firsthand the positive impact that comprehensive financial planning can have on families' lives. By taking a long-term approach to working with clients, he helps them plan and pursue their goals over time.
As a Financial Planner, Brian works with individuals and families to help quarterback their financial planning by collaborating with his clients' CPAs, attorneys, and other advisors to create total integration and maximum efficiency within their financial lives. Brian's ultimate goal is to help paint a clear picture for achieving his client's goals and objectives.
As a Certified Family Business Specialist (CFBS), Brian specializes in serving the complex needs of business owners by helping them create a roadmap with their personal financial planning and prepare for the eventual transition out of their business and into the next stage of their lives. Additionally, he helps craft strategies for each organization's executives, managers and employees to assist in attracting and retaining top talent, as well as enhancing employee benefits.
As a Chartered Special Needs Consultant (ChSNC), Brian works with families that have children and adult children with various disabilities and who face unique challenges. He focuses on helping them navigate through both their personal financial planning, as well as the Life Care Planning for their dependents with special needs. He has helped hundreds of families by providing education, resources and financial strategies through a process that encourages ongoing communication within the financial, medical and social communities.
Brian received his BBA from Kent State University where he was a member of both the Ice Hockey and Lacrosse teams. He also was honored to have the opportunity to play hockey as a member of Team USA. He currently holds his series 6, 63, 7 and life/health/annuity licenses along with the CLU, ChSNC and CFBS Designations.
A lifelong Clevelander, Brian currently resides in Avon Lake, Ohio with his family. In his free time, Brian enjoys spending time outdoors and coaching his children's numerous sports teams. He's also an avid Browns, Indians and Blue Jackets fan.
I get great fulfillment from helping people pursue their goals and get their financial lives in order. If I were doing anything else for a living, it would absolutely have to be something where I was helping people. My mother always wanted us to know that everyone deserves to be treated with respect and kindness, and I am honored to uphold her values on a daily basis.
Job Titles:
- Practice Management Consultant
Chris joined the Boston Harbor Wealth Advisors team in 2017 as a compliance analyst. As the leading member of the compliance department, he is responsible for ensuring that all offices are following the organization's policies and procedures. His oversight and supervision of the satellite offices means that he evaluates current practices to look for ways to improve and to ensure that each branch is operating efficiently and consistently.
Chris approaches his role with enthusiasm and confidence. Teamwork and communication are especially important to Chris and he aims to motivate and excite his peers to focus on improvement. He enjoys being part of a team where he feels valued and empowered to make an impact on the organization and in turn, impact the financial success of clients.
Chris has held a variety of positions that prepared him for his current role. Before joining Boston Harbor Wealth Advisors, he held a client-facing role as a client relationship specialist from 2015-2017 with Charles Schwab where he ran the day-to-day operations of the branch. This included assisting clients, approving business, and reviewing compliance in the office. He was also the operations manager for Lincoln Financial Securities from 2013-2015 and began his career in 2011 as a 401k specialist for Fidelity Investments. In 2011, Chris earned his bachelor's degree in business administration from Plymouth State University, where he was a member of the varsity baseball team. He holds Series 6, 7, 9, 10, 24, 63, 66 and life, accident and health insurance licenses.
Chynna joined New England Wealth Advisors in February 2012 and has 13 years of financial services and insurance industry experience. She is the office's life insurance, long-term care, and annuity specialist. In addition, she serves as an Investment Services Representative for our Individuals & Families.
Processing all new business, including account applications, transfers, and rollovers.
Chynna joined New England Wealth Advisors in February 2012 and has 13 years of financial services and insurance industry experience. She is the office's life insurance, long-term care, and annuity specialist. In addition, she serves as an Investment Services Representative for our Individuals & Families. Some of her roles and responsibilities include:
Processing all new business, including account applications, transfers, and rollovers.
Handling client's administrative requests, questions, and concerns.
Completing account transactions and paperwork.
Generating client reports for Don, including asset allocation reports, portfolio performance reports, and updated financial planning documents.
Qualifications: Chynna carries the Series 6 Investment Company and Variable Products Representative License and passed the Series 63 Uniform Securities State Law Examination. She holds Life, Accident, and Health Insurance Producer's Licenses in New Hampshire and Massachusetts. She earned a Bachelor's of Science in Marketing from Southern New Hampshire University as well as a Paralegal certification with a focus in Wills, Estates & Trusts from Ashworth College. She received her Certification in Paraplanner Development from The American College in April, 2013. Most recently, she achieved her Certified Annuity Specialist designation in December, 2016.
Chynna enjoys the endless opportunities to learn. She believes financial Planning is a dynamic, multi-faceted industry, where there's always a concept to clarify, a cutting-edge tool to use, or an area of specialization to explore.
Chynna lives with her husband, Ryan, in Hooksett. She has 2 young boys, Aiden and Nolan. They enjoy cooking, visiting with friends and family, and traveling as their busy schedules permit.
Job Titles:
- Director of Client Service, OnPoint Wealth Partners / Client Relationship Manager, RJFS
Dana helps to maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients' questions and makes sure their needs are always her greatest priority. She also provides support for our team's client accounts, schedules and prepares documents for client meetings and assists with marketing efforts.
Dana earned a bachelor's degree in Business Administration from Bowling Green State University.
Originally from Strongsville, OH, Dana lives in Broadview Heights with her family. In her free time, Dana enjoys reading, cooking, and spending time with family and friends.
Dave Wood joined the Boston Harbor Wealth Advisors team in 2022 as a Financial Advisor and Client Relationship Manager. In his roles, he plays a vital part in helping our clients create long-term strategies designed for minimizing risk and building wealth. He equips our clients with a customized plan that sets them on track to help achieve their financial goals, which provides a sense of comfort and confidence.
Dave strives for excellence in all aspects of his career, from serving our clients to assisting our team through his empathetic nature and dependable approach. He handles many of the administrative needs of our team and promptly responds to client questions and requests. Dave aims to be a trusted resource to our clients and is also driven by his desire to help families plan for their future and meet their goals.
Before joining our team, Dave gained beneficial experience in various roles at MFS Investment Management from 2012-2022. He began his career as a Customer Service Representative and then transitioned to an Internal Wholesaler and, most recently, he was a Regional Advisor Consultant. Dave earned a Bachelor of Science in Business from Providence College and an MBA focusing on Strategy from Boston University.
When I'm not in the office, my time is centered around my family. My wife, Lindsey, and I are the proud parents of our son, Henry (born 2021). We have two French Bulldogs, Louie and Lola, and like to keep active as a family.
David joined the Boston Harbor Wealth Advisors team in 2021 as a Financial Advisor. He brings critical characteristics to our team with nearly 40 years of respected industry experience, along with a reputation of being a knowledgeable resource and champion for his clients. David was most recently with Wells Fargo Advisors as a Financial Advisor and has held positions with the American Stock Exchange and Citibank as a Municipal and Government Bond Trader.
David has always been inspired by helping others. He uses that motivation, along with his ability to clearly communicate the complexities of a financial plan into relatable terms to help his clients envision their future by using tools and strategies to track their progress, build confidence in their financial affairs, prioritize goals, and help them achieve the balance they have identified.
He finds his career extremely gratifying because he works with clients through various life stages, allowing him to develop meaningful, long-lasting relationships and, ultimately, trust, which David feels is essential in a financial advisor. David earned an MBA from the NYU Stern School of Business and a Bachelor of Arts in Political Science from SUNY at Plattsburgh.
I am a born and raised New Yorker, specifically in Long Island. My wife, Patricia, and I keep pretty active outside of work and like to cycle and also tending to our garden. We love the outdoors, so any activity that keeps us outside is ideal, especially when it means exercising or growing our own food to enjoy throughout the year.
"I've been interested in investments since grade school when my father joined Ameriprise," Dave said. "Having the ability to make a significant positive impact on other people through comprehensive financial planning, I believe, is incredibly important work."
I was raised to work hard and be kind, which is probably why I enjoy my charity endeavors throughout the year. If I'm not in the office you can find me on a local golf course, or restaurant with my wife. I get to work closely everyday with my friend and mentor, my father.
My wife, Stacy, and I are the proud parents of our three children, Brynn, Tyson, and Vaughn. Our kids keep us busy, and I enjoy quality time spent as a family. I also love to play golf and travel to new places. I am a Cypress Church of Dublin member and the past President of the Bexley/Berwick Kiwanis Club.
Don draws upon his more than 30 years of experience in the financial services industry to create comprehensive financial plans that encompass all aspects of each individual's financial life. He also helps corporate clients establish and manage employer-sponsored retirement plans.
I came to financial planning in an unusual way. Working at a bank, I repossessed cars, which brought me into contact with people whose lives had been devastated by financial illiteracy and mismanagement. I became convinced that there was value in helping people understand how to create and manage wealth, since those activities support every aspect of "the good life."
Doug O'Brien is responsible for managing the investment team's rapid growth and helping the firm expand its clientele even further. He specializes in employing efficiencies in the trading process that enable the firm to manage an increasing amount of client assets while minimizing the need for additional team members.
Doug spends approximately two-thirds of his time on trading and the remaining time assisting the team with investment meetings and research.
Previously, Doug was with Brinker Capital Investments, LLC, which recently became Orion following a merger. During his 10 years in trading at Brinker, Doug established a strong reputation for bringing many efficiencies to the trading group, which operated in a high-volume, high-complexity environment. He and his team used close to 200 models to manage approximately $15 billion in assets. He spent his first 10 years at Brinker working in performance reporting and other areas.
Doug was born in New York City and moved with his family to the suburbs of Philadelphia when he was in the second grade. He lived there for most of his life and now resides only about half an hour from the area where he grew up. He works remotely for LWO.
Doug attended Mary Washington College, which is now the University of Mary Washington in Fredericksburg, Virginia. One summer, he returned to Pennsylvania to work for Brinker as an intern. A few weeks into the internship, he was offered a full-time job and accepted the offer.
Recently, Doug passed the Securities Industry Essentials® (SIE®) exam, which FINRA established in 2019 for registered representatives, and he is in the process of taking his Series 7.
Doug and his wife have three children under the age of 10 - Aiden, Landon and Riley. The couple met through his best friend, whom he worked with at restaurants when he came home from college during the summers. One summer when Doug returned, his friend introduced them, and they hit it off.
Coaching his kids soccer and baseball teams keeps Doug busy. He enjoys playing soccer as well, and he even played in tournaments in England and the Netherlands in his youth.
Doug likes watching professional sports, especially the Philadelphia 76ers and the New York Giants. He also enjoys science fiction and fantasy stories and loves passing those books and movies on to his kids. He loves spending time with his family and friends and continuously pursues learning new things.
Elissa joined the Boston Harbor team in 2019 as a Personal Financial Advisor and Client Relationship Manager.
She began her advisory career with Merrill Lynch in wealth management, where she fostered critical skills that are attributed to her success. Elissa was drawn to the industry because of her genuine enjoyment for meeting new people and her desire to form positive and productive relationships. She sees these relationships as meaningful partnerships, and her commitment is apparent based on the passion that she brings to each client engagement.
Throughout these partnerships, Elissa helps clients navigate short- and long-term financial objectives. She provides realistic, unbiased, and comprehensive recommendations based on their financial situation and goals. Her approach is to simplify and streamline the financial plan, and she strives to provide confidence and clarity in the decision-making process. "I want to guide each client to make well-informed, thoughtful, and confident financial decisions based on mutual respect and trust. I desire to help our clients achieve a level of balance that allows them to prioritize finances and create more time to enjoy what is most valuable to them."
Elissa earned a bachelor's degree in Finance with an entrepreneurial specialty from the AB Freeman School of Business at Tulane University. She holds a Series 7, 66, and life, accident, and health insurance licenses.
Growing up in the small town of Winchester, MA was a far cry from attending college in New Orleans! Culturally, it could not have been more different. I grew to love the Big Easy, which wasn't hard to do with its art, music, food, and festival scenes. It's a great city to live in or visit as it truly embraces the carefree attitude, "lassiez les bon temps rouler," meaning, "let the good times roll!"
Job Titles:
- Director of Finance
- in 2022 As the Director of Finance
Liz joined Boston Harbor Wealth Advisors in 2022 as the Director of Finance. She plays a crucial role on our team due to her broad set of responsibilities. For example, she manages day-to-day financials, such as payroll and expense management, while overseeing high-level data analysis to identify efficiencies and opportunities. Liz also analyzes forecasting reports and identifies risks and opportunities for our executive team while ensuring adherence to financial laws and guidelines.
The approach Liz takes is focused on excellence in client service. She possesses a combination of technical expertise and a high degree of empathy, which has served as a helpful combination in her career. Her strengths in finance and accounting, combined with her unique ability to quickly make connections, allow her to impact our organization positively and work collaboratively with others.
Before joining our team, Liz gained extensive and valuable experience that she applies to her current role. She began her career as an Associate - Lead Specialist with Goldman Sachs before becoming self-employed as a Performance Coach, where she offered various workshops, lectures, and webinars to help people improve their performance and achieve their goals. Most recently, Liz was the Finance Director with Sunbridge Institute, where she held a role similar to her position with Boston Harbor. Liz earned a Bachelor of Business Administration in Finance with a concentration in Accounting from Pace University, Lubin School of Business in New York. She also completed the coursework for the CPA requirements from SUNY Plattsburg.
I am originally from New York City but now live in South Carolina. I love this part of the country because it allows me to raise my son, Parker, in a beautiful area where we can enjoy the outdoors more often, which means a lot to me.
Emily has worked with Financial Advisors Network, a Boston Harbor Wealth Advisors satellite office, since 2003 as the office manager and executive assistant to the CEO. In her position, she provides extensive administrative support to our team and clients to ensure business operations remain effective and efficient. She is the first point of contact when clients interact with our team and she sets the positive tone for our client's experience from the start. She is also licensed in Massachusetts for health insurance, life insurance, long-term care insurance and annuities.
Emily's commitment to her position is apparent when you see the lifelong relationships she has developed with clients, many of which have become more like family. She is known for her honest and friendly approach and puts the needs of our clients first, which she demonstrates through her dedication and responsiveness.
In a fast-paced and ever-changing industry, her love of multitasking is clear by her ability to balance the many responsibilities in her role. From managing the finances of the business to arranging client meetings, creating client reviews and reports as well as organizing seminars and workshops, Emily truly understands the industry and is a tremendous resource. She has developed this expertise through years of valuable experience working closely with CEOs in a corporate environment both in the medical and financial fields.
Emily graduated from Plymouth State College with a Bachelor of Science in management.
My life inside and outside of work is constant, and I wouldn't have it any other way. My teenaged son, Preston, and I keep active schedules. From skiing in the winter to golfing in the summer, we love spending time outdoors together. Preston is involved in all kinds of sports, so he's always on the go. When we're not active outside, I keep busy around the house. If there's something to fix or renovate, I gravitate to it. I'm always up for a challenge!
I also enjoy Broadway shows and try to make a trip to New York City at least once a year. While I love seeing new shows, my favorites are Phantom of the Opera and Hamilton - I could see them over and over again. I also consider the act of giving back an important part of who I am. Each year, my friends and I run the Linda Peters Memorial Golf Tournament to raise money for a high school scholarship fund in remembrance of our late friend.
Our active lifestyle keeps us always on the move, but family remains my highest priority. I am fortunate that I not only have a close-knit family, but I also have a career that I truly enjoy and I'm proud to contribute to each day.
Gene joined Boston Harbor in 2021 and has been in the financial services business since 1995. His efforts are focused primarily on serving the corporate retirement plan marketplace and working with their respective employees.
Gene finds great fulfillment in helping people with what many feel are the very difficult and daunting topics of retirement plans and retirement planning. Serving and educating clients is very rewarding to Gene and has allowed him to build many long-standing relationships over the years.
His goal for each client is to create a customized plan that fits their unique needs and situation. He wants them to have a good foundation of knowledge about their plan and for their participants to have the opportunity to "retire their way."
As a Certified 401(k) Professional, Gene is highly experienced in creating, implementing and maintaining retirement plans for businesses, including defined contribution plans, 401(k) plans, nonprofit and pension plans. He is knowledgeable in plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.
Gene is also an Accredited Investment Fiduciary that certifies he can ethically carry out a fiduciary standard of care and serve the best interests of his clients. He adheres to the standards of professional conduct and devotes himself to continuing industry education.
Gene began working in the retirement plan space with a regional bank in 1995. His background in administration, compliance and plan design has served as his foundational base for his consultative practice. Gene earned a bachelor's degree from the University of Dayton in 1994. Gene currently holds his Series 7 and 63 licenses and Life, Health, Annuity and Property/Casualty licenses. Additionally, he has attained his Business Succession Planning certificate and works with many small businesses to ensure their needs are being met.
Originally from Timisoura, Romania, Gene lives in Ohio City with his family. Gene spends his free time enjoying traveling with his family and supporting local sporting teams. Specially, he is passionate about soccer and he is actively involved with a local soccer academy and serves on their board.
Gerald joined Boston Harbor Wealth Advisors at our Columbus, OH branch, Zosh Williams Asset Management, in 2022 as a Financial Professional and the Chief Operating Officer. In his role, he applies his previous financial services industry experience to assist clients with their requests, needs, and concerns. He works closely with our team to live out his mission to serve our clients - individuals and families - at the highest level of excellence.
Gerald ensures his clients understand their money is being well taken care of, and he always endeavors to explain complex financial topics in a way that is easy to comprehend. His attention to detail and consistent follow-up to address clients' needs have resulted in close and trusted working relationships throughout his career.
In addition to running the day-to-day operations, he works closely with clients and assists with trades. Gerald also supports our team in planning and building investment portfolios. He holds Series 7 and 66 securities licenses, life and health insurance licenses, and is a Financial Paraplanner Qualified Professional, FPQP™.
I am originally from Columbus, Ohio, and now live in Powell with my wife, Yvonne, and our son, Warren. When I'm not in the office, I enjoy traveling, fishing, and spending quality time with my family and friends.
Hallie joined Boston Harbor Wealth Advisors in 2015. As a leading member of the senior management team, Hallie ensures the organization runs efficiently and effectively to best serve clients and streamline all business efforts. Hallie is known for attention to detail and a positive attitude in each of her interactions.
Hallie has extensive experience in the industry and brings a level of understanding and knowledge that carries across the entire organization. In addition to running the day-to-day operations, she works closely with clients, assists with trades, and is a resource to our affiliate offices.
Earlier in her career, Hallie held various positions with Ameriprise Financial Services during her 18 years with the firm. Before joining Boston Harbor Wealth Advisors, she spent five years as a senior field operations team leader for the firm's Boston complex. There, she managed the operational efficiencies of five offices, provided implementation support to management, and analyzed profit and loss.
Her dedication to Boston Harbor Wealth Advisors is clear because of the care and passion she has for her career. Hallie earned a bachelor's degree in business management from Newbury College in 2002.
Massachusetts has always been my home. I am originally from Framingham, but today I live in Northborough with my partner, Mark, and our daughter, Sophia. Sophia was born in 2011 and has kept us on our toes since the day she was born.
Job Titles:
- Director of Practice Management at OnPoint Wealth Partners
- Director of Practice Management, OnPoint Wealth Partners / Client Relationship Manager, RJFS
Hannah is the Director of Practice Management at OnPoint Wealth Partners. She helps to maintain the high level of service we provide to our clients. Resourceful and responsive, she provides timely, accurate and meaningful answers to our clients' questions and makes sure their needs are always her greatest priority. Hannah also provides support for our team's client accounts, maintains meticulous data records and prepares documents for client meetings.
Hannah earned a bachelor's degree in Urban Studies from Cleveland State University.
She is a Cleveland Heights native and tremendous supporter of independent, local entrepreneurs. In her free time, Hannah enjoys baseball, hiking, dancing and art.
Jamie joined Boston Harbor Wealth Advisors in 2022 as a Paraplanner. In her role, she works directly with our advisors to review the progress toward our client's goals and gathers data to update our client's financial plans to ensure the guidance they are provided is based on sound data. Jamie aims to make our clients comfortable sharing their dreams, fears, and concerns. She understands that financial planning isn't only about the happiest moments in life. It's about the real and unexpected moments, which is why Jamie strives to provide the best service possible to support our clients in navigating life's moments.
Jamie's compassionate and dependable nature drives her to be more than part of their financial planning team. She wants to know our clients beyond their assets. She enjoys getting to know our clients personally, from what they enjoy, where they love to travel, and how involved they are with their kids/grandkids, community, and beyond. She wants to be part of their life, not just a phone call to discuss finances. Jamie is passionate about working with people to help them explore their needs and wants for today while ensuring they save for the future. She understands numerous paths to financial independence and enjoys sharing this knowledge with clients.
Before joining our team, Jamie's final role was an Associate Financial Advisor at Ameriprise Financial where she worked for nineteen years. She worked with various advisors, giving her exposure to plans, products, and valuable experience establishing lasting and meaningful relationships with clients. Most recently, she served as a Private Client Banker with JPMorgan Chase Bank. Jamie earned a bachelor's degree in Financial Services and a bachelor's degree in Human Resources with an Emphasis on Employee Benefits.
Job Titles:
- Managing Member, Zosh Williams Asset Management Group / Financial Advisor
Jan joined Boston Harbor Wealth Advisors at our Bluffton, SC branch, Zosh Williams Asset Management, in 2023 as a Financial Advisor. She brings extensive knowledge to our team from her experience with long-term care, life insurance, stocks, bonds, and annuities.
Throughout her experience in the industry, Jan has remained committed to working with her clients to reach their financial and life-long goals. Understanding the complexities of the financial industry comes naturally to Jan. She is committed to sharing this knowledge with her clients in a way that is digestible, clear, and transparent, and she prides herself on the ability to explain and simplify complex investment strategies to her clients. She enjoys teaching her clients the importance of planning and creating balance by helping them attain their financial goals.
Before joining our team, Jan was a Financial Advisor with Edward Jones since 2013. Before that, she managed a satellite office for Lincoln Investment and was the Assistant Vice President and Bank Manager for First Citizen Banks. Jan studied Art, Photography, and Spanish at the University of Notre Dame of Maryland before joining the FBI. She holds a FA designation and FINRA Series 7 and 66 licenses. She also holds a real estate license and was designated a Certified Senior Advisor.
Jan's background is entrepreneurial having started and operated three businesses, including Video Towne Entertainment, Inc., a 121 video and music store chain, Cap'n Bogey's Golf N Games, a family entertainment center including golf, video, bumper boats, batting cages, pizza restaurant and finally, Williams Food Groups, Inc, a three-restaurant chain, dba, Pizzeria UNO, and Chicago Bar & Grill.
I was raised on a dairy farm in Pennsylvania, which contributed to my love of animals and hard work. I now live in Bluffton, SC, and love to spend my free time centered around outdoor activities such as snow skiing and playing tennis. Tennis has been an important part of my life for some time.
Jeanne enthusiastically works with her clients to fully understand their financial situation, identifying their goals and evaluating their risks, in order to develop customized viable strategy to achieve their goals throughout the various stages of their lifetime. Ultimately her clients have confidence in knowing that they understand their own solid plan, strategy and review process put in place and designed specifically to meet their objectives.
"It is the creation of a unique plan for each client that keeps me focused, excited and challenged over the years, as no two clients are the same. I truly love the work I do." says Jeanne.
Over the years, Jeanne has cultivated many mutually respectful, trusting and rewarding lifelong relationships with her clients and their families. They appreciate her attention to detail and unwavering commitment to always seeking what's best for their goals.
Jeanne successfully built a career in international trade and finance for 10 years prior to having her family. She re-entered the work force in 1991 as an insurance and investment representative for Prudential Financial. Jeanne joined The Hamilton Group in 2002, and became an advisory representative for Lincoln Financial Securities.
She holds the professional designations of Registered Financial Consultant, Life Underwriter Training Council Fellow, Certified Long Term Care Specialist and Chartered Retirement Planning Counselor. She is a member of the Financial Planning Association of Massachusetts.
Jeanne graduated from Salem State College with a bachelor's degree in foreign languages and business. She studied at the Université de Caen in Normandy, France, and graduated with honors from its international program.
My mom and dad taught us the best lessons by example: a strong work ethic, dedication and commitment, family values, strong faith, honesty and trustworthiness, kindness and compassion. They showed and taught us these wonderful traits by example in the way they lived their lives.
Job Titles:
- Financial Advisor
- Financial Advisor With Raymond James
Jeffrey Fitz is a financial advisor with Raymond James. While focusing his business on his clients' individual financial objectives, Jeffrey believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients' best interests, that sets Jeffrey apart.
Jeffrey is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Jeffrey works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using financial planning, retirement planning, portfolio management and more.
Jeffrey graduated from Southern Connecticut State University with a bachelor's degree in business administration. He is a member of The Fitz Family Foundation and the St. Patrick's Church CYO Basketball Board. Jeffrey lives in Pound Ridge, NY, with his wife, Lisa, and their three children, Alana, Shana and Marcus. He joined Raymond James in 2021.
Job Titles:
- Financial Advisor
- Managing Director
Prior to joining Boston Harbor Wealth Advisors in 2019, John's experience includes joining Alex. Brown, a division of Raymond James, in 2016, Boston's Deutsche Bank in 2009, and spending four years as vice president of Thomas Weisel Partners. John works closely with high-net-worth individuals, business owners, corporate executives, and venture capital and private equity partners to manage their wealth through careful, deliberate planning and investment strategies.
John always had an interest in the stock market. That spark transformed into helping clients work toward financial planning through team-based proprietary investment strategies. John offers his clients over 20 years of wealth management experience and the highest level of service and attention. It's his goal that his clients understand and confidentially commit to his group's investment process of long-term planning.
John graduated from the University of Massachusetts with honors, and holds a B.A.A. in investments and economics. He enjoys golfing, playing tennis, and spending time with his family. He and his wife, Eileen, volunteer for Cape Cod Child Development - a local nonprofit that provides education and family development services to children. They live with their daughter, Molly, in Sandwich, Massachusetts.
Planning peacetime and wartime missions in the U.S. Army, John found that the success of an operation hinges on two critical components, attention to detail in the planning process and the team executing the plan. These principles have become the foundation for the team he's built and how he works with clients.
John focuses on retirement planning with a deep understanding of the U.S. tax code. He believes that in retirement, it's not about what you make; it's about what you keep. Therefore, his planning work with retirees and those nearing retirement emphasizes tax-efficient investing and distribution strategies.
John spent eight years on active duty as a Diver in the U.S. Army with two combat deployments. Upon his honorable discharge in 2012, he started his financial service career with Edward Jones. Over his six years at Edward Jones, John received multiple awards and held numerous leadership positions before joining Raymond James in 2018.
John earned a bachelor's degree in business economics from Ashford University. He holds the Series 7, Series 66, life, accident, and health insurance licenses.
John lives in Plymouth with his wife, Kelly, their three pugs, and their cat. He loves his work and is a constant student of the business. When he's not working, you can find him at the beach with Kelly, fishing for Stripers off the coast of MA, or planning his next endurance event.
John helps us maintain the dedicated and focused service we provide to our clients. Knowledgeable and responsive, he provides timely, accurate and meaningful answers to our clients' questions. In addition, he supports the business operations of our team. It is his comprehensive focused approach, delivered with his personal attention and commitment that sets John apart.
A native of Youngstown, Ohio, John graduated from The University of Toledo with a Bachelor of Business Administration. John joined Raymond James in 2021 after 11 years playing in The National Football League. John lives in Powell, Ohio, and is married to Jodi. They have with three children, Giavanna, Angelo, and Santino. When not in the office, he enjoys cooking, golfing, and gardening. When not working, John enjoys cooking, golfing, and spending time with his family.
Job Titles:
- Financial Advisor
- Managing Director
With more than 30 years in the industry, Jack is well-versed in all aspects of financial planning. Combining his extensive experience with the powerful resources at Raymond James, he is adept at delivering sophisticated strategies that focus on growth and wealth preservation. As a client, you can look forward to Jack's affable demeanor and the level of integrity with which he manages all aspects of your financial life.
Originally from Hyannis, Massachusetts, Jack earned his bachelor's degree in finance from Fairfield University. Today, he lives in Duxbury with his wife, Julia, and their four children. He also serves on the corporate council for Hope Lodge Boston, which provides a home away from home for patients undergoing outpatient cancer treatment.
Johnathan C. Breen grew up in North Andover, Massachusetts. He attended St. John's Prep High School in Danvers, Massachusetts. Johnathan obtained his bachelor's degree from the Jack Welch School of Business at Sacred Heart University, followed by his Juris Doctor from the Syracuse University College of Law.
Before joining Raymond James Financial Services in 2016, Johnathan was a financial advisor with Ameriprise Financial. In addition to being a financial planner, Johnathan is also the managing attorney for a law firm that concentrates on estate planning matters. He is a member of the Massachusetts, New Hampshire, and Boston bar associations. Johnathan earned his CERTIFIED FINANCIAL PLANNER™ certificate in 2019.
Kate joined the Boston Harbor Wealth Advisors team at our Bluffton, SC branch, Zosh Williams Asset Management, in 2023 as a Client Services Manager. In her role, she prepares clients and our team members for their upcoming meetings, assists fully with client account-related questions, and ensures they receive an extraordinary client experience, all in a timely manner. Kate provides essential functions by establishing and maintaining strong and productive client relationships which are critical to our team's and clients' success.
Attention to detail is crucial in her role due to the broad array of Kate's responsibilities. Kate credits the success in her career to her loyalty and integrity. She strives to uphold both key characteristics each day while maintaining a friendly and welcoming demeanor that clients and co-workers associate with her.
Before joining our team, she worked for Edward Jones Investments as a Senior Branch Office Administrator where she held a broad range of responsibilities.
I am originally from New Jersey but now live in Hilton Head, SC. In my spare time, I love reading murder mysteries, traveling, and riding my motorcycle. I have a grown daughter, Melissa, who has been married for 25 years. She and my son-in-law have blessed me with three grandchildren who are all very close in age. Two of my grandchildren have graduated from USC in Columbia, SC; the youngest is a junior at Clemson. To say I'm proud of them is an extreme understatement! I just love my family and every chance we get to spend with each other.
Job Titles:
- Client Service Coordinator
Kelsey joined the Boston Harbor Wealth Advisors team in 2021 as an Administrative Assistant and was promoted to Client Service Coordinator the following year. She provides critical support across our team to ensure our clients, leadership team, financial advisors, affiliates, and staff are equipped with the resources they need to be successful.
Kelsey has various responsibilities, including direct and prompt communication between our team and clients to facilitate a smooth flow of project operations and meet the clients' specifications and business goals. She also assists our advisors with meeting preparation and follow-up, client onboarding, and account maintenance, among other duties.
In her role, she strives to create a positive environment, including being a trusted resource and creator of innovative solutions. Kelsey strongly believes in delivering excellent customer service and is committed to providing her best efforts to make the lives of others lighter and more comfortable before and throughout retirement. She prioritizes setting and achieving clear goals for herself, using her organizational skills to develop short- and long-term plans to accomplish critical objectives for the organization.
Kelsey aims to build meaningful and trusting relationships with clients. Her attention to detail, ambition, and compassion are essential to serving our many stakeholders effectively in a fastpaced office and industry. Kelsey has earned an Associate of Science degree in Human Services.
I lived in Brookfield, MA, until I was eight years old and moved to Worcester, MA, where I have been since and feel fortunate to be close to my family and friends. When I'm not at work, I love to fulfill my passion for travel whenever possible. Whether that means exploring destinations close to home or across the ocean, I enjoy the thrill of travel, understanding different cultures, learning about new places, and building memories with my loved ones throughout those experiences.
Kristin joined the Boston Harbor Wealth Advisors team as a Client Service Associate at our Westborough, MA office, GPS Financial Management, in 2019. Before partnering with our team, she gained extensive industry experience in similar roles at Morgan Stanley 2011-2012, and KBS Wealth Management 2006-2011, and she has been with GPS Financial Management since October 2012.
Stability is essential to efficient and successful business operations. This is where Kristin's attention to detail and organizational skills are crucial to streamline business efforts. Kristin is responsible for managing everyday processes such as maintaining and processing new client accounts, scheduling appointments, and coordinating seminars. Kristin provides support to Sean McCann, CERTIFIED FINANCIAL PLANNER™ professional, as his assistant.
Kristin has built strong relationships with our clients. She enjoys knowing that each member of the team is helping our client's attain their goals and work toward both long- and short-term plans. She is known for being persistent, ambitious, and caring. It's easy to see that Kristin cares because she genuinely has the best interest of others at heart and goes above and beyond to serve others. She aims to provide a level of comfort to our clients, allowing them to worry less about the financial planning process so they can enjoy life to the fullest.
Life seems to be always on-the-go, both in and outside of the office, but that's how I thrive. It's so important to me that family is the center of my priorities. My most critical role is being Mom to Aiden (born in 2007) and Ethan (born in 2010). I'm also Mom to Mya, our sweet dog, who is like a third child to me. I grew up in Massachusetts, and most of my family still lives here, although we are fortunate to have a family home in Vermont as well as my grandmother in Florida, both of which are great places that we visit whenever possible.
Job Titles:
- Senior Investment Strategist
Leigh joined the LWO team in 2022 as a Senior Investment Strategist. She oversees portfolio construction, monitoring, trading, and execution in her role. These responsibilities include a variety of functions, from serving as an in-house investment specialist conducting research and providing information, ongoing due diligence, and successfully processing security transitions for client portfolios as directed by the firm's investment committee and individual advisors, among other duties.
Leigh is detail oriented, analytical, and passionate about investing. She enjoys implementing decisions that can ultimately help investors reach their long-term goals and objectives and is excited to be part of a strong team and fast-growing organization that emphasizes innovation.
Before joining LWO, Leigh was a Senior Portfolio Manager at Brinker Capital Investments. She was involved in all aspects of the investment process, including asset allocation, manager selection, and due diligence. She also previously worked as an Outreach Analyst for The Investment Fund for Foundations (TIFF) and as a Senior Associate at Mondrian Investment Partners. Leigh received her bachelor's degree in Economics from Wittenberg University. She holds FINRA series 7 and 63 licenses, is a CFA charterholder, and is a member of the CFA Society of Philadelphia.
I was born and raised in the Philadelphia suburbs and feel fortunate that my husband, Paul, and I can raise our children, Chase, Conner, Cameron, and Gavin, around the same area where I grew up. I like to keep active when I'm not at work and often go for runs. We especially enjoy traveling and making memories as a family, but you can usually find me spending time at the baseball and soccer fields watching my children play the sports they love.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mark holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
In addition to comprehensive financial planning, Mark provides specialized knowledge in retirement income planning and life transitions planning. He strives to help his clients reduce the pressure associated with the required decision-making during significant life events.
"Watching my parents go through financially hard times as a child was my chief motivation for entering the financial services industry," Mark said. "I want to help people identify, track and achieve their financial goals, and hopefully allow them to feel less stress in the management of their money."
Mark began his career as an account executive with WEEI Sports Radio in Boston from 1981 to 1992. Opportunity knocked and Mark became a financial advisor with Ameriprise Financial, where he worked until 2017 when he joined Raymond James. He earned a bachelor's degree in history from Guilford College in North Carolina.
My mother always told me to be on time, and I have made promptness a priority ever since. It's interesting that in my financial planning position, I am helping people "be on time" for retirement.
Job Titles:
- Compliance Analyst
- in 2023 As a Compliance Analyst
Meghan joined Boston Harbor Wealth Advisors in 2023 as a Compliance Analyst. She is responsible for a broad range of duties, including analyzing risk and routing the many required forms and approvals through our office each day.
Meghan is an essential partner to each member of our team. Her outgoing nature allows her to easily connect with her peers and clientele. She prepares each advisor from a compliance perspective and ensures our organization is up to date on the rules and regulations, especially in a continually changing and complex industry. The complexities that naturally occur within her position require her to be meticulous when reviewing new information and relaying that information to our team. Meghan's coworkers know her as a reliable and trusted resource who breaks down intricate details and always looks out for the best for our organization and clients.
Before joining our team, Meghan began her career as a teller at Santander Bank in Fairhaven, MA, where she worked her way up from Banker to License Banker and was later promoted to a Select Banker position. In that role, she worked with the top 10% of clientele in the South Coast Region in MA. Although she enjoys working with clients, she wanted to devote more of her time and career to the compliance realm of investments and later moved to Citizens as a Sales Assistant. After working with two top-performing financial advisors, she obtained the Series 24 license and became a Principal Control Analyst. Meghan graduated from Southern New Hampshire University in 2019 with a bachelor's in Business.
Job Titles:
- Financial Advisor
- Managing Director
With over 20 years in the financial industry, Mike has extensive experience in providing clients with a thoughtful, process-driven approach to address complex financial needs. His clients include affluent families, business owners, private equity partners and corporate executives. Mike develops custom financial strategies that address clients' very specific and often changing needs. These strategies are designed to help preserve wealth through diligent portfolio management. As a client, you can expect to receive the highest level of service, confidentiality and commitment.
After earning his bachelor's degree from the University of New Hampshire, Mike began his career in finance with Merrill Lynch. In 2005, he was hired by Thomas Weisel Partners to co-head their corporate and executive services team in Boston. He then moved with this team to Alex. Brown, a division of Raymond James, before joining Boston Harbor Wealth Advisors in 2019.
When he's not in the office, Mike enjoys skiing, golfing and spending time with his family. Originally from East Longmeadow, Massachusetts, he now lives in Duxbury with his wife, Tracey, and their three sons, where they are active members of the community and Holy Family Church.
Michael is a Financial Advisor at OnPoint Wealth Partners with a focus in serving both individuals and families looking for strategies that support their aspirations. This is done by using a holistic planning philosophy. By collaborating with his client's CPA, attorney, and other advisors, he integrates each aspect of his client's financial picture, therefore optimizing outcomes and painting their personalized financial picture. This allows his clients to focus their time on what is truly important to them.
Michael began his career in the financial services industry in 2005, earning his Series 7 and 66, along with his Ohio Life and Health Insurance license at A.G. Edwards in Fairlawn, OH. He has been helping clients throughout these past 18 years navigate different economic environments, providing peace of mind.
A graduate of Stow-Munroe Falls High School and Kent State University, he lives in the Fairlawn, OH area with his family. He volunteers his time coaching CYO basketball and being involved in other parts of the community. He is a member of the Italian American Professional Businessman's Club in Akron. He enjoys spending time with his family, playing golf and following his favorite sports teams.
Beginning in 2007, Montoya built his career in the financial industry working in analyst positions and leading teams at Fidelity Investments. During that time, he gained the experience necessary to understand the complexities of the industry. In 2019, Montoya become a CFA® charter holder. The Chartered Financial Analyst (CFA) Program is a professional credential offered globally by the CFA Institute to investment and financial professionals. The CFA charter is one of the most respected designations in finance and is widely considered to be the "gold standard" in the field of investment analysis.
In addition to his technical experience, he has built a positive reputation because of his honesty, loyalty, and trustworthiness; characteristics that he believes are essential in developing effective relationships. Those who know Montoya will often describe him as the glue that holds both professional and personal relationships together.
Since joining the Boston Harbor team in 2019, Montoya has played a crucial role in fostering strong relationships with our clients. By meeting with clients to review their financial plans, incorporate new data, and translate how this all comes together, even those brand new to the world of financial planning are at ease after meeting with Montoya. His priority when working with clients is to devote his undivided attention and respond to requests promptly.
He is committed to building and establishing long-term relationships with clients and guiding them through the planning process. Montoya's devotion to his position is evident due to his desire to continually learn and share his knowledge. The success of our clients drives his work ethic and professional growth.
Montoya graduated from UMass Amherst in 2007 with a Bachelor of Business Administration in Finance and Operations.
My life outside the office is busy, but it couldn't be better. I'm married to my college sweetheart, Caroline. In addition to being a fantastic mom to our three boys; Connor (2013), Tyler (2015), and Tanner (2017), Caroline is also a dedicated nurse.
Job Titles:
- in 2022 As a Certified Financial Planner
Neil joined Boston Harbor Wealth Advisors in 2022 as a Certified Financial Planner™. His interest in finances began when he purchased his first share of stock at 14-years-old using the money he earned from his paper route. This interest followed him in 9th grade when Neil learned from his business teacher that investing was a way to achieve financial freedom. The valuable information Neil obtained from a young age inspired him, and he has been an investor ever since. Today, as a financial advisor, he is passionate about helping others achieve their financial goals and, in turn, their financial freedom.
Neil believes that people make major life decisions around two factors: family and money. He works tirelessly each day toward building relationships centered around trust and openness with his clients that allow for candid discussions about their lives and financial priorities so he can help them with their most important decisions. Neil wants his clients to feel prideful and be confident in their successes, and he works to achieve this through his approach of respect and integrity with each client. He considers these characteristics the cornerstones of his professional and personal philosophies because they are essential to the foundation of any successful short-and long-term goals.
Whether his client's goals are to retire with dignity, succeed with their business, or plan their legacy, he meets with his clients to properly understand their priorities. Neil partners with his clients throughout their life through the planning process to build tailored strategies. He also understands the need to be flexible and adjust whenever necessary because of life's unexpected changes.
Neil began his career as a Financial Advisor in 2016 with Edward Jones where he gained extensive and valuable experience, which he brings to our team. He graduated from the University of Rhode Island with a Bachelor of Science in biology.
I was born and raised in Westerly, RI, where I currently reside with my wife, Mikayla, and our two young sons, Eli and Luke. We love living near the ocean because of the many outdoor activities we have right in our background. You can often find us boating, fishing, and anything else that brings us outside to enjoy our beautiful surroundings.
Paula joined Boston Harbor Wealth Advisors, as a Financial Advisor, in 2020. She brings more than 20 years of respected industry experience to our team where she has held various positions ranging from a Long Term Care Specialist to leadership positions with Wells Fargo from 1999-2014 and Raymond James from 2014-2020 before transitioning to our team. She is a graduate of St. Anselm College and has also completed advanced studies at UMass Amherst and Western New England University.
A trusted advisor is essential for guidance and continued support in an industry that some view as complicated and overwhelming. Paula's approach to the financial planning process avoids an intimidating experience. Instead, she guides clients to a precise, understandable, honest, and individualized experience. Paula enjoys problem-solving and aims to provide clarity and understanding of how investments allow clients to achieve what matters most to them.
Paula is driven by the success of her clients. She is motivated working through the financial planning and goal setting processes because of the lasting effects they have on her client's futures. She takes her responsibilities seriously and makes it a priority to protect and grow the wealth of her clients through the creation of customized strategies.
My husband, Stanley, and I are fortunate to have two fantastic children, John and Katherine. Outside of the office, I enjoy keeping active in our community and giving back whenever I can. I am involved in the real estate community, elder care services, and I have the privilege of serving on the Board of Directors for Habitat for Humanity, Elder Services of Berkshire County as well as other nonprofit boards.
Rich has a keen understanding of business, marketing, finance, and banking due to his vast experience in a variety of fields. He began his career at his family's business, Green & Freedman Baking Company, where he eventually served as president. After 32 years, Rich pursued his passion in finance as a financial advisor with Morgan Stanley (5 years), UBS (7 years) and Moors & Cabot (11 years) before joining the Boston Harbor team in 2019.
Rich has successfully developed his career by building lasting relationships. He considers trust and intelligence two of his most valuable traits that allow him to serve his clients best. In an ever-changing field, Rich's clients rely on his expertise and guidance to break down the intricacies of the industry into understandable and relatable terms. Rich is energized working through the financial planning and goal setting process because of the lasting effect they have on his client's futures.
Steve and his wife Kristin reside in Hopkinton, MA and have been married since the turn of the century. They have two wonderful children and have started to see free time return to their lives as Owen enters college and Olivia embarks on obtaining her driving credentials. While not working, Steve enjoys competing in recreational sports and card games.