Top Wealth Advisors in Greater Boston Area
Timothy McNamara
Director of Business Development
Greater Boston Area
Director of Business Development
Founder
Co-Founder, Principal, VP of Business Development
Senior Vice President
Senior Vice President
Financial Advisor / Wealth Advisor
Assistant Branch Manager / Business Development Manager / Operations Manager
Boston College
Franklin College Lugano Switzerland
State University of New York College at Geneseo
West Genesee High
Recommendations: 18
Fundraising
Communications Strategy
Negotiation
Cross-functional Team Leadership
Problem Solving
Entrepreneurial Experience
New Business Development
Mentoring
t*****@clearviewdivorce.com
Jonah Lupton
Founder
Greater Boston Area
Founder
Founder & CEO
Founder
Founder
Founder
Founder
Founder
Advisor
Founder
Founder
Founder
Investor
Founder
Advisor
Investor
Blogger
Founder
Founder
Advisor
Advisor
Founder
President
Advisor
Founder
Board Member
Advisor
Advisor
Advisor
Connector
Co-Founder
Advisor
Mentor
Mentor
Youth Venture Advisor
Charter Member
Professional Advisor Network
President
Founder
Expert Consultant
Founder
Wealth Advisor & Fiduciary Officer
Co-Founder
Co-Founder
Director of Wealth Management
Wealth Advisor
Founding Member
Fundraising Committee
Salve Regina University
Boston Institute of Finance
Boston University
Nauset Regional High School
University of New Hampshire
Recommendations: 12
Business Strategy
Sales Management
Operations Management
Venture Capital
Strategic Financial...
Leadership Development
Strategy
Investments
j****[email protected]
Gledia Agolli
VP, Wealth Advisor
Greater Boston Area
VP, Wealth Advisor
Private Wealth Advisor
VP, Premier Relationship Manager
Mortgage Consultant
Sr. Account Executive
Owner
Assumption College
Anna Maria College
Recommendations: 4
Mortgage Lending
Credit
Cross Selling
Loans
Financial Services
Banking
Relationship Management
Wealth Management
g****[email protected]
Nancy Fuller
President
Greater Boston Area
President
SVP, Market Director, Senior Credit Officer, Global Counterparty Risk
SVP & Senior Relationship Manager
Vice President and Wealth Advisor
Director
Bowdoin College
Simmons College - Simmons School of Management
Recommendations: 4
n****[email protected]
Kathleen McQuiggan
Wealth Advisor
Greater Boston Area
Wealth Advisor
Consultant
Special Adviser on Gender Diversity, Center for Financial Planning
Managing Director
Company Name
Pax World Management
Towson University
Bryant University
Recommendations: 3
New Business Development
Mutual Funds
Equities
Wealth Management
Customer Relations
Public Speaking
Leadership Development
Leadership
k****[email protected]
k****[email protected]
Kerry Lekas, CPA/PFS, CFP, MST, RLP
Managing Member
Greater Boston Area
Managing Member
Member of the Board of Directors
Tax Manager
Wealth Advisor
Senior Tax Manager
Accountant
The Kinder Institute of Life Planning
Merrimack College
Bentley College - Elkin B. McCallum Graduate School of Business
University of Massachusetts Lowell
Tewksbury Memorial High School
Recommendations: 1
Accounting
Tax
Financial Planning
Quickbooks
Small Business
Tax Preparation
Income Tax
Estate Planning
k*****@dufresnecpa.com
Kevin J. Queally, CRPC®
Family Wealth Director, Senior Portfolio Management Director, Senior Vice President, Wealth Advisor
Greater Boston Area
Family Wealth Director, Senior Portfolio Management Director, Senior Vice President, Wealth Advisor
Senior Vice President, Financial Advisor
Manager
Boston College - Wallace E. Carroll Graduate School of Management
Recommendations: 0
k****[email protected]
k****[email protected]
Jock Danforth
Vice President Investments, Wealth Advisor
Greater Boston Area
Vice President Investments, Wealth Advisor
Vice President Investments
Geologist
Saint Lawrence University
Westminster School
Recommendations: 0
f****[email protected]
j****[email protected]
Todd Mills
Managing Director & Senior Wealth Advisor
Greater Boston Area
Managing Director & Senior Wealth Advisor
Managing Director, Senior Client Advisor, Principal
Principal, Senior Client Advisor
Senior Relationship Officer
D'Amore-McKim School of Business at Northeastern University
Trinity College-Hartford
The Taft School
Recommendations: 0
t****[email protected]
megan eurieck
Private Wealth Management
Greater Boston Area
Private Wealth Management
Wealth Advisor
University of New Hampshire -- Peter T. Paul College of Business and Economics
Quinnipiac University - School of Business
Recommendations: 0
Series 7
Mutual Funds
m****[email protected]
Bob Whelan
Senior Wealth Advisor
Greater Boston Area
Senior Wealth Advisor
VP, Advisor
Senior Vice President Business Development
Vice President
Boston University
Yorktown High School
Recommendations: 0
Portfolio Management
Tax Planning
Tax Preparation
Estate Planning
Strategic Financial Planning
New Business Development
Non-profit Administration
Financial Planners
r****[email protected]
Lisa Falcone-Fellini
RIA Relationship Manager
Greater Boston Area
RIA Relationship Manager
Senior Wealth Advisor
Senior Financial Recruiter
Equity Research Consultant
Senior Equity Analyst
D'Amore-McKim School of Business at Northeastern University
Indiana University of Pennsylvania
Recommendations: 0
Investments
Investment Management
Portfolio Management
Asset Allocation
Financial Modeling
Mutual Funds
Investment Strategies
Retirement Planning
l****[email protected]
George V. Howe
Wealth Manager and LPL Registered Principal
Greater Boston Area
Wealth Manager and LPL Registered Principal
Wealth Advisor and Registered Principal
Financial Advisor
Vice President/Director of Sales
Global Head/Vice President of Service Operations
Director of Service Strategy
Vice President - Sales, Service and Operations
University of Massachusetts, Amherst
Recommendations: 0
Investments
Wealth Management
Financial Services
Series 7
Retirement
Finance
Mutual Funds
Wealth
g****[email protected]
Deirdre CFA
Vice President & Portfolio Manager
Greater Boston Area
Vice President & Portfolio Manager
Vice President & Portfolio Manager
Senior Analyst
Senior Vice President & Financial Advisor
Senior Entitlements Rep.
Managing Director, Senior Wealth Advisor
Asst. Vice President
Duke University
Recommendations: 0
Financial Analysis
Banking
Investment Management
Big-picture Thinking
Financial Reporting
Finance
Wealth Management
Credit Analysis
d****[email protected]
Dan Higgins
Account Executive International Group Program
Greater Boston Area
Account Executive International Group Program
Sales Manager
Financial Advisor
Wealth Advisor
Vice President
Providence College
Belmont High
Recommendations: 0
Wealth Transfer
Retirement Solutions
Strategy Development
Retirement Planning
Annuities
Cross Selling
Series 7
Asset Allocation
d****[email protected]
Todd CIMA®
Managing Partner, Senior Wealth Management Advisor, Chief Investment Strategist
Greater Boston Area
Managing Partner, Senior Wealth Management Advisor, Chief Investment Strategist
Senior Vice President - Wealth Management
Senior Portfolio Manager & Wealth Advisor
Sr. VP - Wealth Management
Senior Vice President - Investments
University of South Carolina
Recommendations: 0
t****[email protected]
Jennifer Murtie
Head of High Net Worth Practice and Senior Wealth Advisor
Greater Boston Area
Head of High Net Worth Practice and Senior Wealth Advisor
Simmons University - School of Management
Houghton College
Rift Valley Academy
Recommendations: 0
Philanthropy
Project Management
Cross-functional Team Leadership
Leadership
Fundraising
New Business Development
Business Development
Sustainability
j****[email protected]
Brian Strachan
Managing Director- Wealth Management, Private Wealth Advisor
Greater Boston Area
Managing Director- Wealth Management, Private Wealth Advisor
Managing Director
University of New Hampshire
Recommendations: 0
b****[email protected]
Derek Mohamed%2C CRPC%2C AAMS
Senior Vice President, Wealth Advisor
Greater Boston Area
Senior Vice President, Wealth Advisor
First Vice President, Wealth Advisor
College for Financial Planning
American College for Financial Planning
Assumption College
Saint John's High School - Shrewsbury, Ma
Recommendations: 0
Financial Planning
Asset Management
Wealth Management
Retirement Planning
Insurance
Estate Planning
Portfolio Management
Protection...
d****[email protected]
Roger J. Cummings
Private Wealth Advisor
Greater Boston Area
Private Wealth Advisor
Northeastern University
Westwood high school
Recommendations: 0
r****[email protected]
Lee CFP®
Vice President
Greater Boston Area
Vice President
Guide to Mutual Funds
Financial Advisor
Financial Advisor
President & Senior Wealth Advisor
Managing Director, Partner
College for Financial Planning
Hanover College
Recommendations: 0
m****[email protected]
Peter J Dragonas
Senior Vice President, Wealth Advisor
Greater Boston Area
Senior Vice President, Wealth Advisor
Wealth Advisor
Suffolk University
University of Pennsylvania - The Wharton School
Recommendations: 0
Wealth Management
p****[email protected]
p****[email protected]
John Alekna
Private Wealth Advisor
Greater Boston Area
Private Wealth Advisor
Financial Advisor
Babson College
Recommendations: 0
j****[email protected]
Bob Bonfiglio CFP®, ChFC®, MBA
Private Wealth Advisor
Greater Boston Area
Private Wealth Advisor
Franchise Consultant
Field Vice President
Reliability Engineer
Reliabilty Engineer
The University of Dallas
Milwaukee School of Engineering
Recommendations: 0
r****[email protected]
Matthew Delaney
Manager
Greater Boston Area
Manager
Wealth Advisor
Wealth Advisor
Senior Financial Services Representative
Co-Founder and Managing Partner
Babson College
Newton South High School
St. John's Prep
Recommendations: 0
m****[email protected]
d****[email protected]
Razvan Mirica, CRPC®
Owner, Private Wealth Advisor
Greater Boston Area
Owner, Private Wealth Advisor
Private Wealth Advisor
Financial Advisor
Engineer
Brown University
Recommendations: 0
r****[email protected]
p****[email protected]
Micah CFP®
Wealth Advisor
Greater Boston Area
Wealth Advisor
Financial Planner
Senior Business Associate
Bentley University
Lawrence Academy
Recommendations: 0
w****[email protected]
Sean Connolly, CFP®
Private Wealth Advisor
Greater Boston Area
Private Wealth Advisor
University of New Hampshire -- Peter T. Paul College of Business and Economics
Recommendations: 0
s****[email protected]
Micah CFP®
Wealth Advisor Associate
Greater Boston Area
Wealth Advisor Associate
Financial Planning Associate
Financial Advisor
Client Service Associate
Media Internship
Registered Associate
Boston University
Thomas More College of Liberal Arts
Recommendations: 0
m****[email protected]
Marcus Papajohn, CFS, CRPC®
Private Wealth Advisor
Greater Boston Area
Private Wealth Advisor
Recommendations: 0
m****[email protected]
Devin Condron
Managing Director, Private Wealth Advisor
Greater Boston Area
Managing Director, Private Wealth Advisor
Boston College - Carroll School of Management
Recommendations: 0
