SEC - Key Persons
Job Titles:
- Client Services Associate
Bonnie brings over 20 years of marketing experience in brand strategy and account management to Centinel. As a consultant for Boston-based Plan-it Marketing, a brand strategy firm, Bonnie has worked with many financial services clients, including Bank of America, Merrill, Fidelity Investments and John Hancock. As an account manager at San Francisco-based LesConcierges, Bonnie provided high-touch client service for credit card customer loyalty programs.
Bonnie's commitment to personal growth led to over 6 years of leadership development training. As a partner in CORE Coaching & Consulting, an international coaching company, and previously as an adjunct Professor at Boston University's College of Communication, Bonnie has mentored and coached a wide range of audiences. Bonnie holds a BS in Mass Communication from Boston University.
Max Morgovsky is a Financial Advisor who takes a personalized approach to understanding clients' unique financial situations, goals, and risk tolerance. He believes in building long-lasting relationships based on trust, transparency, and integrity. Whether you're planning for retirement, saving for your children's education, or growing and protecting your wealth. As an independent advisor, he's committed to empowering you to make informed decisions.
As a son of immigrant parents, Max knows the value of hard work, determination, and perseverance, by bringing these qualities to every client relationship. With Max as your guide, you can trust that you're not just getting financial advice - you're getting a partner who's dedicated to your success, every step of the way.
Prior to joining Centinel Financial Group, Max attended Needham High School in Needham, MA, and graduated from the University of Hartford in the class of 2019 where he studied Finance and Economics.
A resident of Needham, MA, Max enjoys traveling, working out, and spending quality time with friends and family. He is also fluent in English, Hebrew, and Russian.
Since 2010, Robert has brought dedication and integrity to the practice and understands the importance of teamwork. He focuses on providing service to his clients and their wealth management needs by building a professional relationship driven by long-term client goals.
Robert attended Roger Williams University in Bristol, Rhode Island and graduated with a Bachelor of Science in Finance. Robert was raised in Framingham and currently resides in Norfolk, Massachusetts with his wife Ashley, where he plays an active role in his local community as a member of the Financial Management Association, NAIFA, the Massachusetts Vocational Association and The F.A.M.I.L.Y Movement- Homelessness to Home Ownership.
Outside of his practice, Robert enjoys playing basketball, golf and the guitar, and spending time on Cape Cod.