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OUR ADVISORS- MASSACHUSETTS

 

Joseph Albano, LUTCF Photo
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Joseph Albano, LUTCF

Andover, MA

Joseph Albano, LUTCF

Senior Vice President

jalbano@bostonpartnersllc.com

978-689-6986

978-689-0952 (Fax)


Joe has been dedicated to assisting families, small businesses and individuals develop and achieve their unique financial goals for more than 17 years.

Throughout his career, Joe has been recognized for his accomplishments and dedication to his clients.  Joe is a Qualifying Member of the Million Dollar Round Table (MDRT).  MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who serve their clients with the highest of standards and ethics.  He is also a Signator Investors, ACE, “Achieving Client Excellence”, Conference Qualifier.  Qualifying for ACE puts Joe among “the best of the best” in the Signator Investors network.

Joe graduated from Boston University’s School of Management with a BA in Business.  He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and The Grand Masonic Lodge of Massachusetts.

Joe’s mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible.  He assists his clients prioritize their most important financial goals by listening to their needs and desires for the future.  Based on these needs, he tailors specific financial strategies for each client.

Through his affiliation with Boston Partners, Joe has access to John Hancock products and services as well as a variety of other carriers.  These services include Retirement Planning, Estate Planning Strategies, Portfolio Building, Disability Income Insurance, Long-Term Care Insurance, Asset Protection, Survivorship Protection and College Funding.

Joe is native of Cambridge, Massachusetts and currently resides in Reading, Massachusetts with his wife.


 MILLION DOLLAR ROUND TABLE DISCLOSURE

ACHIEVING CLIENT EXCELLENCE DISCLOSURE

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

David E. Appel, CLU, ChFC®, AEP® Photo
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David E. Appel, CLU, ChFC®, AEP®

Newton, MA

David E. Appel, CLU, ChFC®, AEP®

Managing Partner, Appel Insurance Advisors

Phone: 617-332-7900

Email: david@appeladvisors.com


Click Here To View My Website!

Nathan Auclair, CLTC Photo
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Nathan Auclair, CLTC

Andover, MA


Nathan Auclair, CLTC

SENIOR VICE PRESIDENT

nauclair@bostonpartnersllc.com

978-689-6987

978-689-0952  (Fax)


IN HIS ROLE

Nathan has been assisting families, businesses and professionals in the accumulation and protection of wealth since 1994. It is Nathan’s philosophy to provide his clients with objective financial solutions to their individual financial goals with a keen focus on follow-up service. He also strives to build deep relationships with his clients so that he continually stays abreast of their ever-changing needs. 

EXPERIENCE

Nathan has always been entrepreneurial and very interested in Financial Services. While attending college at Boston University, he earned his Bachelor of Science Degree in Finance, and started a painting business which helped support his career early on. Now, a senior member at Boston Partners, Nathan serves on the firms Advisory Board and was instrumental in the design of a unique mentoring program.
Nathan is a leader amongst his peers in the industry. He is ranked as a top performing financial advisor, qualifying for fifteen ACE Conferences through Signator Investors, Inc. ACE signifies “Achieving Client Excellence” and in 2018, Nathan was inducted into the Signator Hall Of Fame. 

ABOUT ME

Originally from Somers, Connecticut, Nathan currently resides in Danville, New Hampshire with his wife Kristi and their children, Brady and Kaitlin. As a family, they spend a lot of time enjoying outdoor activities as well as watching and supporting the local Boston sports teams. Competitive by nature, Nathan likes to stay active by practicing martial arts and running. 

HALL OF FAME DISCLOSURE

 ACHIEVING CLIENT EXCELLENCE DISCLOSURE

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                       any one client's evaluation.



Samuel Baldwin, CFP®, AIF® Photo
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Samuel Baldwin, CFP®, AIF®

Sudbury, MA

Samuel Baldwin, CFP®, AIF®

Partner, Spencer Financial LLC

Phone:  978-443-6500 ext. 105

E-mail:  sam@spencerfinancial.com


Click here to view my website!

S. Brent Balloch, CFP®, ChFC® Photo
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S. Brent Balloch, CFP®, ChFC®

Andover, MA

S. Brent Balloch, CFP®, ChFC®

SENIOR VICE PRESIDENT

bballoch@bostonpartnersllc.com

978-689-6949

978-689-0952 (Fax)


Brent assists families, individuals, and business owners in achieving their unique financial goals.  It is Brent’s standard to provide unparalleled commitment, service and enthusiasm towards identifying, creating and achieving his client’s personal and financial aspirations in the areas of accumulation, protection and distribution of wealth.  Put simply, Brent helps his clients address the basic and critical financial questions: Where am I financially? Where do I want to be? What is the most effective way to get there?

As a top advisor at Boston Partners Financial Group, LLC, Brent has access to a sophisticated variety of resources.  Brent is able to capitalize on the relationships Boston Partners has within the financial network, but values the opportunity to utilize a diverse range of companies to best suit each of his individual client’s unique goals.

From the beginning of his career in 2003, Brent has been acknowledged for his outstanding performance as a financial advisor.  In 2004 he was named the “New Associate of the Year,” putting him at the top of his advisory class.  He has also qualified for ACE Conferences, “Achieving Client Excellence” (ACE) since 2007. ACE is a qualification unique to the John Hancock Financial Network (JHFN) which puts Brent in an exclusive group of top ranking financial professionals. Of the thousands of financial professionals in JHFN, only the top 250 are selected to attend this annual conference.  As a leader among his co-workers, Brent was also elected to sit on the Boston Partners Advisory Board in 2013.  He has also been named as a recipient of the Five Star Wealth Manager Award as seen in Boston Magazine since 2014.

Brent earned his B.S. in Business at Bryant University where he played both football and rugby.  He graduated Magna Cum Laude and was invited to be a member of the Beta Gamma Sigma Business Fraternity.  Brent obtained the prestigious Certified Financial Planner™ designation (CFP®) after completing his course work at Merrimack College in 2007, and most recently earned his ChFC®designation.

Brent is from Glastonbury, Connecticut and currently resides in Derry, New Hampshire with his wife Tricia and their three children.  When he is not assisting his clients, Brent enjoys exercising, hiking, skiing and cheering on Boston sports teams, but spends most of his free time with his family.

Brent invites you to take the first step:
Learn how you can answer the question “Where am I?”
with the Wealth Station.


ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

FIVE STAR DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                        any one client's evaluation.

 Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Joy Baron, LUTCF Photo
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Joy Baron, LUTCF

Andover, MA

Joy Baron, LUTCF

Assistant Vice President

jbaron@bostonpartnersllc.com

978-689-6975

978-689-0952 (Fax)


Joy has been assisting families, individuals, and small businesses achieve their unique financial goals for more than 21 years.

Joy works with her clients in the here and now analyzing where they are today and where they want to be in retirement.  Together, she and her clients, work as a team to help ensure the client’s goals are met and ultimately to keep them on track to retirement.  Joy believes retirement planning is a learning experience for both her clients and herself.  She prides herself on the relationships she has developed with her clients and the friendly referrals she has received.  They are proof that she has remained both a retirement coach and enabler for her clients in assisting them achieve their financial goals.

Joy graduated from Northern Illinois University with a BA in History.  She also has her Life Underwriter Training Fellow (LUTCF) designation which she received from The American College.

Through her affiliation with Boston Partners Financial Group, LLC, she has access to John Hancock products, as well as, a variety of financial products and services, from many other carriers.  These services include Retirement Planning, Life Insurance, Wealth Management, Asset Protection, Long-Term Care Insurance, and Disability Income Insurance.

Joy is from the small Midwestern town of Blue Island, Illinois.  She currently resides in Newton Centre, Massachusetts with her three cats. When she is not assisting clients you can find her tending her perennial garden or actively participating in animal rescue efforts in her community.


Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Jennifer Borislow, CLU Photo
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Jennifer Borislow, CLU

Methuen, MA


Jennifer A. Borislow, CLU

Founding Principal, Borislow Insurance

Phone: (978) 689-8200



Jonathan Britton Photo
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Jonathan Britton

Andover, MA

Jonathan Britton

ASSISTANT VICE PRESIDENT

jwbritton@bostonpartnersllc.com

978-689-6997

978-689-0952 (Fax)


Jonathan assists families, individuals, and small businesses in achieving their unique financial goals.  From the first meeting, Jonathan will take his time to get to know both the personal and financial goals of his clients.  He fully understands the importance of building long lasting relationships built on trust and integrity.  This is the foundation of Jon’s relationships with his clients and he strives to build on that foundation through proper planning and consistent communication.

Jonathan graduated from Saint Anselm College with a degree in Accounting.  He then earned his Series 6, Series 63, and series 65 Securities Licenses and has also attained his Life, Accident, and Health insurance license.

Through his affiliation with Boston Partners Financial Group, Jonathan has access to a variety of financial products and services from many of the leading carriers in the industry.  This open architecture structure allows Jonathan to be completely transparent with his clients, always providing them with the products and services that best fit their needs and wants.  These services include Retirement Planning, Life Insurance, Asset Protection, Long-Term Care Insurance, and Disability Income Insurance.

Jon grew up in Hamilton, Massachusetts with his family and currently resides in Beverly, MA.  When he has time away from the office, Jon enjoys staying active in the community and loves supporting all the Boston sports teams.


Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

James Connors, CLTC, LUTCF Photo
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James Connors, CLTC, LUTCF

Andover, MA


James Connors, CLTC, LUTCF

SENIOR VICE PRESIDENT

978-689-6995

978-689-0952 (Fax)


Visit my web site!

Since 1985, James R. Connors, has dedicated his career to providing sound financial advice and exceptional service to his clients.  Jim's degree of experience, passion for his business, and genuine interest in the well-being of his clients have been the trademark of his career.

As a Senior Vice President of Boston Partners Financial Group, LLC, Jim can offer a variety of insurance and investment products through a range of independent companies.  Jim's focus is in the areas of investment strategies, retirement planning, long term care planning, and professional wealth management.

What makes Jim different? Maybe it's his personalized approach to helping you build, maintain, and protect your assets.  Or his relationship with some of the most respected financial services companies in the marketplace. The truth is, it's all of these--backed by his commitment to maintain a strong ongoing relationship with his clients who have learned that they can depend on him when they need him most.

As a graduate of Florida State University, Jim has been honored for his professionalism with many awards, including his qualification as a member of the Million Dollar Round Table (MDRT).  MDRT is an international network of leading insurance and investment financial service professionals who strive to serve their clients with the highest standard of ethics, knowledge, service, and productivity.

As Published in Boston Magazine, Jim was recognized as one of Boston’s Five Star Wealth Managers for both 2015 and 2016.

 

FIVE STAR DISCLOSURE

 MILLION DOLLAR ROUND TABLE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                      any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Janath DeSilva, LUTCF Photo
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Janath DeSilva, LUTCF

Andover, MA

Janath DeSilva, LUTCF

EXECUTIVE VICE PRESIDENT

jdesilva@bostonpartnersllc.com

978-689-6996

978-689-0952 (Fax)


Janath’s mission since becoming a financial advisor in 1992, is to serve as his client’s leading resource and advocate in the fulfillment of their financial goals.  He prides himself on the long-standing relationships he has established over the course of his career.  Janath assists his clients in prioritizing their most important financial goals by listening to their needs and desires for the future and tailors specific strategies for each client based on those needs.

As a seasoned financial service professional, Janath has been recognized for his accomplishments and dedication to his clients throughout his career.  Most recently, Janath was chosen for the second year in a row as one of Boston’s Five Star Wealth Managers.  Five Star Professional partnered with Boston Magazine to recognize a select group of Boston area wealth managers who provide quality services to their clients.  The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review. 

Janath has also achieved the distinction and honor of becoming a Lifetime Member of the Million Dollar Round Table (MDRT), and has also been appointed as a member of the Court of the Table 10 times.  MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance and the highest of standards and ethics.  In 2010, he earned the honor of being named to the MDRT Honor Roll, thereby joining the ranks of the truly elite; the leaders, mentors and role models of this premier association of financial representatives.

In 2011 Janath was inducted into the Signator Investor’s Hall of Fame. Since the inception of the Hall of Fame in 1956, fewer than 250 financial representatives have joined the elite group. The main criterion for being tapped to enter the Hall of Fame is earning the company's ACE (Achieving Client Excellence) award at least 15 times. Each year, only a select number of representatives receive the ACE award which highlights client excellence, personal ethics and integrity, and the ability to solve clients' financial needs.  The Signator Hall of Fame is an elite group of individuals who are looked to as role models in our business based on a foundation of integrity and service.

Janath earned his BA in Economics/Accounting from Clark University and the Life Underwriting Training Council Fellow Designation (LUTCF) from The National Association of Life Underwriters.  He is an active member of NAIFA, the Estate and Business Planning Council, and is a past board member of the Worcester Society for Financial Services Professionals.  Janath also serves as President and Board Member of the Sri Lanka Association of New England.

Janath has access to a diverse variety of financial products and services.  Services include Wealth Accumulation, Retirement Planning, Estate Planning Strategies, College Funding, Business and Succession Planning as well as Risk Management.

Janath resides in Upton, MA with his wife Elizabeth and two daughters Isabella and Aryana.   When he is not assisting his clients, you will find Janath on the water enjoying another of his passions, deep sea fishing.


ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

FIVE STAR DISCLOSURE

HALL OF FAME DISCLOSURE

 MILLION DOLLAR ROUND TABLE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Kevin Downes Photo
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Kevin Downes

Andover, MA

Kevin Downes

ASSISTANT VICE PRESIDENT

kdownes@bostonpartnersllc.com

978-689-6962

978-689-0953 (Fax)


Kevin assists families, individuals, and small businesses in achieving their financial goals.  Since starting with Boston Partners in 2011, Kevin has earned his series 6, 63, 65, and has become a Investment Advisor Representative.

Kevin is very passionate about identifying and creating unique solutions to his client’s financial and personal goals.  He also strives to have exceptional level of service and commitment to his clients and continued follow up to make sure those goals are being met.

In 2013, Kevin was named the Boston Partners “New Associate of the Year” and received national recognition for “Best in Class” honors. For this achievement, Kevin was also promoted to Assistant Vice President.

Through his affiliation with Boston Partners, Kevin has access to John Hancock insurance products as well as a diverse range of other companies and providers.  This independence helps Kevin create unique planning strategies for his clients in the areas of Retirement Planning, Wealth Management, Asset Protection, Long-Term Care Insurance, and Life Insurance.

Kevin is a graduate of Endicott College BS in Finance and a minor in History.  While attending Endicott, Kevin was inducted into Phi Alpha Theta, one of the oldest and most prestigious history honors societies in the country.  He also won the 2010 and 2011 Commonwealth Coast Conference Championship while playing on the nationally ranked Endicott Lacrosse Team and received All-Conference Honors in both years.

Kevin currently resides in South Boston, Massachusetts.  When he’s not helping out his clients, he enjoys exercising, playing basketball, skiing, and lacrosse but spends most of his time with friends and family.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                         any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Noel Dulac, CFP®, ChFC®, AIF®, C(k)P™ Photo
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Noel Dulac, CFP®, ChFC®, AIF®, C(k)P™

Andover, MA

Noel Dulac, CFP®, ChFC®, AIF®, C(k)P™

SENIOR VICE PRESIDENT

ndulac@bostonpartnersllc.com

978-689-6974

978-418-9151 (Fax)


Noel began his career with Boston Partners in 1995.  Since that time, he has been dedicated to assisting families, businesses and professional individuals develop and achieve their unique financial goals.

Throughout his career, Noel has been recognized for his accomplishments and dedication to his clients. Noel is a multi-year Qualifying Member of the Million Dollar Round Table (MDRT).  MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance and the highest standards and ethics.  He is also a perennial John Hancock ACE conference qualifier.  Qualifying for ACE puts Noel among “the best of the best” in the John Hancock Financial Network.  Voted “Top 50 best of the best 401(k) advisors of 2012” by 401(k) wire.

Noel graduated from Bentley University with a BS in Finance.  He earned his Long-Term Care Certificate from the Corporation for Long-Term Care, Financial Planning Certificate from Kaplan University further being awarded the designations of Certified Financial Planner™ from the CFP® Board of Standards, Chartered Financial Consultant ChFC® from The American College, Accredited Investment Fiduciary AIF® from FI360.  Noel also is a Massachusetts Notary Public.

He is a member of The Financial Planning Association (FPA) and NAPA.  The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.   NAPA is the National Association of Plan Advisors. As a professional society, NAPA is uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans. 

Noel’s mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible.  He assists his clients prioritize their most important financial goals by listening to their needs and desires for the future.  Based on these needs, he tailors specific financial strategies for each client.

Through his affiliation with Boston Partners, Noel’s area of expertise is in the 401(k), DC consulting and retirement plan marketplace.  Noel has access to John Hancock products and services as well as a variety of other high quality companies. Services include Retirement Plan Benchmarking and Analysis, Estate Planning Strategies, Portfolio Building, Disability Income Insurance, Long term Care insurance, Asset Protection, Survivorship Protection and College Funding.

Noel currently resides in Chelmsford, Massachusetts with his wife Angela their two sons Gianpaolo and Luciano. Noel enjoys boating, skiing, golfing and spending time with family and friends.  Noel also coaches baseball and football in the Chelmsford town leagues.

ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

 MILLION DOLLAR ROUND TABLE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                       any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Paul Greeke, CFP® Photo
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Paul Greeke, CFP®

Andover, MA


Paul Greeke, CFP®

VICE PRESIDENT

pgreeke@bostonpartnersllc.com

978-689-6932

978-689-0952 (Fax)


Paul has been assisting families, individuals, and small businesses achieve their unique financial goals for more than 34 years.  His mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible.  He assists his clients with prioritizing their most important financial goals by listening to their needs and desires for the future.  Based on these needs, he tailors specific financial strategies for each client.

After graduating from the University of Massachusetts at Amherst with a BA in Business Administration, Paul began his career with John Hancock over 30 years ago.   He has both sales and leadership experience.  He was a Sales Manager for 18 years before deciding to focus on his own practice.  Paul has been acknowledged or his accomplishments as a financial advisors throughout his career.  In 2009 he qualified for the “Achieving Client Excellence” (ACE) conference.  ACE is a qualification unique to the John Hancock Financial Network.

As an Advisor at Boston Partners Financial Group, LLC, a member of the John Hancock Financial Network, Paul has access to a variety of financial products and services.  These services include, Retirement Funding Strategies, Wealth Accumulation, College Funding, Asset Protection, Life Insurance, Long-Term Care Insurance, Estate Conservation and Disability Income Insurance.

He holds his Series 6, 22, 63, 65 and Life, Accident and Health Insurance licenses.  He also completed courses and passed his exams with the College of Financial Planning to earn his Certified Financial Planner (CFP®) designation.

Paul is a native of Gloucester, Massachusetts and currently resides in Hamilton, Massachusetts with his wife Kathy and his three children, Chris, Emily and Matt.

ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                        any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Huiming Guo, PH.D Photo
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Huiming Guo, PH.D

Andover, MA


Huiming Guo, PH.D

ASSISTANT VICE PRESIDENT

hguo@bostonpartnersllc.com

978-689-6913

978-689-0952 (Fax)


Huiming Guo entered into the Financial Advisory profession after spending most of his career in the medical research field.   After graduating from Shanghai University, Huiming relocated to the United States where he graduated with his Ph. D in Biophysics from the University of Hawaii.  This is where he also started his twenty year span of cancer research and prevention. He continued his work at Tufts University School of Medicine and Tufts-New England Medical Center studying early diagnosis of breast cancers and heart diseases in women.

While relocating to the United States, Huiming also had to learn how to navigate a very different financial planning path for him and his family.  Huiming saw a unique opportunity of how he could give back to the Asian-American community by drawing from his personal experience.  By doing so, he understands the various financial services and products available.

While working in the medical field, he saw first-hand what it was like for the Asian American Community to adapt to the different financial services offered in the United States.  He decided a career change was necessary in order to help make a positive impact in the lives of more people, especially Asian Americans who have an innate desire to achieve the American dream.

Huiming is an avid volunteer in the greater Boston area community.  He has volunteered for the AARP tax aid to help seniors and lower income families for seven years.  He also volunteers for the Boston SCORE/SBA to help small business owners, especially for the Chinese American communities.  For the last two years he has volunteered with the Boston Chinatown Neighborhood Center Inc. for building a good life and financial literacy program.  Huiming is a proud member of the Boston Clean Chinatown Committee and the Advisory Board of Asian American Civic Association in Boston.

Through Boston Partners Financial Group, LLC, Huiming will have the opportunity to work closely with clients to help them achieve their financial goals.

Huiming resides in Swampscott, Massachusetts with his wife and two daughters and enjoys traveling in his spare time.


Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Eric LeSage, AIF® Photo
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Eric LeSage, AIF®

Andover, MA

Eric LeSage, AIF®

ASSISTANT VICE PRESIDENT

elesage@bostonpartnersllc.com

978-689-6992

978-689-0952 (Fax)


Eric began his career in 2010, when he became a full-time representative at Boston Partners Financial Group, LLC.  Since then he has been assisting families, individuals, and small businesses achieve their unique financial goals by providing personal and innovative financial solutions. 

Eric graduated from Bentley University with a major in Finance and a minor in Law.  After graduating college, Eric earned his Series 6, 63, Accident, Life & Health Insurance licenses.

As an representative at Boston Partners Financial Group, LLC, Eric has a great working relationship with John Hancock, as well as, many other leading insurance and investment providers. Together with a network of financial planners, financial analysts, accountants, and attorneys, he helps his clients create an actionable strategy to obtain and preserve the things most important to them.  He is able to do this through open communication, honesty, and trust. 

Eric was raised in Salisbury, MA and currently resides in Amesbury, MA with his wife Bridget.  He is an avid fan of Boston sports and enjoys playing hockey, and lacrosse.  In his spare time, Eric enjoys boating and spending time with his friends and family.


Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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Melissa Marrama

Methuen, MA


Melissa Marrama

Manager, Insurance & Investments, Borislow Insurance

Phone: (978) 689-8200


Joseph Murphy, CLTC Photo
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Joseph Murphy, CLTC

Andover, MA


Joseph Murphy, CLTC

SENIOR VICE PRESIDENT

jmurphy@bostonpartnersllc.com

978-689-6966

978-689-0952 (Fax)

Norman Pelletier Photo
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Norman Pelletier

Andover, MA

Norman Pelletier

ASSISTANT VICE PRESIDENT

npelletier@bostonpartnersllc.com

978-689-6924

978-689-0952 (Fax)

Scot Reynolds, CLTC Photo
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Scot Reynolds, CLTC

Andover, MA

Scot Reynolds, CLTC

VICE PRESIDENT

sreynolds@bostonpartnersllc.com

978-689-6928

978-689-0952 (Fax)


IN HIS ROLE

Scot became a Financial Advisor at Boston Partners Financial Group, LLC in 2007, when he joined the firm upon graduating from the University of Maine. He works with individuals, families and small businesses; helping them to build achievable and manageable financial plans, focused around the areas of wealth management and risk management. Scot prides himself in building a practice that tailored to the specific needs of each client that he serves, and makes sure that he builds long lasting client relationships focused on all aspects of their financial lives.

As a Financial Advisor at Boston Partners Financial Group, LLC, Scot's clients benefit from access to the wide range of products and services provided by our independent relationships. These services include Retirement Planning, Wealth Management, Portfolio Management, Risk Management Strategies, Insurance Planning, Asset Protection, Estate Planning and College Savings.

EXPERIENCE

Scot has been recognized within the financial services industry with several awards in his career. Scot is a Qualifying Member of the Million Dollar Round Table (MDRT). MDRT is an international, independent association of professionals in the Financial Services Industry. Scot has also been recognized locally by Boston Magazine as a multiple year winner of the Five Star Wealth Manager Award, recognizing the top Financial Advisors in Massachusetts, specifically for his work in financial planning and investment management.

For a 5 year period in his tenure with Boston Partners Financial Group, LLC, Scot was a member of the firm's management team, where he worked as the Vice President of Business Development, and was in charge of recruiting, training and managing the firms new advisors. During that 5 year span, Scot was recognized 4 times by the national broker/dealer network, Signator Investors, as a Top 20 Team Leader, and awarded the Achieving Client Excellence Award.

ABOUT ME

Scot is originally from Falmouth, Maine, he now resides in Andover, Massachusetts with his wife Jill. Scot is an avid New England sports fan, and enjoys watching and attending games, in his free time enjoys golfing, snowboarding, cooking and learning about wine.

ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

 MILLION DOLLAR ROUND TABLE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                    any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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Michael Ryan, CFP®

Andover, MA


Michael Ryan, CFP®

VICE PRESIDENT

mryan@bostonpartnersllc.com

978 689-6993

978-689-0952 (Fax)


IN HIS ROLE

Michael has been assisting families and individuals achieve their unique financial goals since 2005. Michael’s mission is to help his clients to grow and protect their net-worth through making sound financial decisions with their assets and cash flows so they will achieve their core values and aspirations. He prides himself on the long-standing relationships he has established with his clients and becoming their most reliable financial resource. As an Advisor at Boston Partners Financial Group, LLC, Michael has access to a variety of financial products and services. These services include Retirement Planning, Wealth Accumulation, Portfolio Management, Risk Management, College Funding Strategies, Long Term Care Insurance, Estate Conservation and Asset Protection.

EXPERIENCE

As an experienced and knowledgeable financial professional, Michael has been recognized for his accomplishments throughout his career. He has been a Qualifying Member of the Million Dollar Round Table (MDRT). MDRT is an international, independent association comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance and the highest standards and ethics. Along with being an a financial advisor, Michael has been an exceptional student. He graduated Cum Laude from Bryant University with a BS in Financial Services and Legal Studies. After college Michael earned his Series 7 license as well as a designation from Merrimack College as a CERTIFIED FINANCIAL PLANNING™ practitioner.

ABOUT ME

Michael resides in Lowell, Massachusetts with his wife Claire, their daughter Gwen and son Ace. He is an avid New England sports fan and actively participates in local baseball, basketball, and football sporting activities.

 MILLION DOLLAR ROUND TABLE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

William F. Ryan, Jr., CLU, ChFC® Photo
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William F. Ryan, Jr., CLU, ChFC®

Melrose, MA

William F. Ryan, Jr., CLU, ChFC®

Phone: 781-662-4848

Fax: 781-662-5454

E-mail address: wryan@williamryan.net


Click Here To View My Website!

Brian M. Rys, AIF®, CFP®, CLU®, ChFC® Photo
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Brian M. Rys, AIF®, CFP®, CLU®, ChFC®

Andover, MA

Brian M. Rys, AIF®, CFP®, CLU®, ChFC®

SENIOR VICE PRESIDENT

brys@bostonpartnersllc.com

508-520-2598

508-590-2584 (Fax)


Brian Rys has been assisting families, individuals, and small businesses achieve their unique financial goals since 2003.  Very early on, he learned that the key to his own success was in his clients' succeeding.   By putting the client first and building a foundation of trust, they were able to reach their goals.

Brian’s mission is to fully understand not only his clients’ financial goals, but their future passions and dreams.  Brian will develop specific wealth accumulation and protection solutions to address these objectives.   His commitment to his clients continues with exceptional client service, including re-evaluating goals through all of life stages.

Through his affiliation with Boston Partners Financial Group, Brian has access to financial products from a wide variety of the most respected financial institutions in the marketplace.  It gives Brian the ability to provide his clients with the very best solutions possible tailored to a client’s unique situation.

Brian joined the financial services industry as a Financial Advisor during his senior year at Providence College.  Since then he has been acknowledged for “Achieving Client Excellence” (ACE) ten times.  ACE is a qualification unique to the Signator Investors Network that acknowledges “the best of the best” in its national network of financial professionals.  Of the thousands of financial professionals, only the top 250 are chosen to participate in this annual ACE Conference.  Brian has ten Million Dollar Round Table qualifications, which represents the top percentage of advisors worldwide.  He also was awarded the Five Star Wealth Manager Award from 2012-2015 which recognizes top advisors in the state.

Brian lives in Franklin, Massachusetts with his wife Kelly and his two sons, Benjamin and Aiden.   Brian and his family enjoy spending time on the Cape during the summer. 


ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

FIVE STAR DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

James R. Savarino, LUTCF, CLTC, AIF® Photo
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James R. Savarino, LUTCF, CLTC, AIF®

Andover, MA

James R. Savarino, LUTCF, CLTC, AIF®

SENIOR VICE PRESIDENT

jsavarino@bostonpartnersllc.com

978-689-6934

978-689-0952 (Fax)


For over 35 years, Jim has been dedicated to assisting families, small businesses and professional individuals develop and achieve their unique financial goals.

Jim’s experience and dedication to his profession has earned him many awards.  Jim has earned Signator’s honor “Achieving Client Excellence” (ACE) multiple times throughout his career.  ACE is a qualification unique to the Signator Investor’s, Inc. that acknowledges the top 250 financial representatives in its national network of financial professionals  These representatives receive the ACE award for client excellence, personal ethics and integrity, and the ability to solve clients’ financial needs. John Hancock has also acknowledged Jim’s unique leadership abilities with various sales, leadership and management awards over the years.

Jim graduated from Wentworth Institute of Technology.  He earned his Accredited Investment Fiduciary designation (AIF), his Long-Term Care Certificate from the Corporation for Long-Term Care (CLTC) and is a Life Underwriting Training Course Fellow (LUTCF).

He is the past President of the Methuen, MA- Salem, NH Rotary Club where he has helped provide both financial and essential resources to less fortunate communities locally, in the Dominican Republic and India.  He is a member of UNICO, the largest Italian-American Service Organization in the United States, supporting charities, youth organizations and scholarships.  He is also a member of the Middlesex BNI group and NAIFA, the National Association of Insurance and Financial Advisors.

Jim’s mission is to provide the leadership to help his clients achieve their financial goals with wisdom and motivation.  He is an advocate for each of his client’s unique financial goals.  His consultative and strategic approach to advising his clients leaves them feeling confident that a financial strategy has been developed that aligns their goals with a plan of action.

As a top Advisor at Boston Partners Financial Group, LLC Jim has access to a variety of John Hancock insurance products and services as well as those of many other carriers.  These services include Retirement Planning, Estate Planning Strategies, Life Insurance and Investment Management.

Jim is from Melrose, Massachusetts and currently resides in North Andover, Massachusetts.  Jim is an avid outdoorsman and is a member of both the Danvers and Melrose Fish and Game clubs.  He is also a wine maker.  The award-winning Savarino Family Wines have been recognized in numerous competitions nationally and across the state.

ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

 Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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Michaela Scott, CFP

Methuen, MA

Michaela Scott, CFP

Strategic Benefits Consultant, BORISLOW INSURANCE

PHONE: (978)242-8372

Sigurd Spearing, MBA Photo
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Sigurd Spearing, MBA

Andover, MA

Sigurd Spearing, MBA

ASSISTANT VICE PRESIDENT

sspearing@bostonpartnersllc.com

978-689-6978

978-689-0952 (Fax)


Sigurd’s mission is to help his clients achieve their passion and dreams through wealth accumulation and protection. He assists his clients in prioritizing their most important financial goals, listening to their needs and developing specific financial strategies for each client.

Through his affiliation with Boston Partners Financial Group, an independent firm affiliated with Royal Alliance Associates, Inc., Sigurd has access to some of the most respected financial institutions in the marketplace which affords him diversity in the products and services he can offer.  This open architecture platform allows Sigurd to create customized financial strategies for each client in the areas of Retirement Planning, Life Insurance, Wealth Management, Asset Protection, Long-Term Care Insurance, and Disability Income Insurance.

Sigurd holds a Bachelor of Science from Ithaca College, a Master of Science from Antioch University and a Master of Business Administration from the University of Massachusetts Isenberg School for Management.  Sigurd holds his Life & Health Licenses as well as his series 6, 63 and 65 licenses. In his local community, Sigurd is a member of the Northampton Massachusetts BNI and the Amherst Massachusetts Masonic Lodge.  In his free time Sigurd enjoys discovering hiking trails throughout Western Massachusetts, Vermont and New Hampshire.


Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

William Spencer III, CFP®, AIF® Photo
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William Spencer III, CFP®, AIF®

Sudbury, MA

William Spencer III, CFP®, AIF®

Partner, Spencer Financial LLC

978-443-6500 ext. 104

bill@spencerfinancial.com


Click Here to View My Website!

Joan Sweeney, CFP® Photo
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Joan Sweeney, CFP®

Andover, MA


Joan Sweeney, CFP®

VICE PRESIDENT

jsweeney@bostonpartnersllc.com

978-689-6941

978-689-0952 (Fax)


Philosophy:
My goal is to help my clients accumulate, enjoy, protect and distribute wealth while minimizing taxes* and risk.

Professional Services and Products:
• Retirement Funding Strategies
• Portfolio Building Strategies
• College Funding Strategies
• Life Insurance and Survivorship Protection
• Asset Protection
• Disability Income Insurance
• Long Term Care Insurance

Professional Qualifications:
• CERTIFIED FINANCIAL PLANNER ™ Practitioner
•  Series 6, 63, and 65 Licensed
• Life, Accident and Health Licensed
• Registered Representative since 1997
• Million Dollar Round Table member
• NAIFA

Personal:
• Native of Andover, Massachusetts
• Northeastern University
• Lasell College
• Member of Les Dames d’Escoffier, Boston
• Member of Massachusetts Restaurant Association (MRA)
• Member of American Culinary Federation (ACF)
• Tennis and Golf

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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Patrick Tannler

Andover, MA

Patrick Tannler

SENIOR VICE PRESIDENT

ptannler@bostonpartnersllc.com

978-689-6990

978-689-0952 (Fax)


Patrick is a key member of Boston Partners Financial Group, promoting growth and ingenuity within the firm.

Throughout his 35-year career, Patrick has been recognized for his accomplishments and dedication to his clients.  Patrick is a Qualifying & Life Member of the Million Dollar Round Table (MDRT).  He is also a perennial Signator Investors ACE conference qualifier.  Qualifying for ACE, puts Patrick among “the best of the best” Signator Investors, Inc.

He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and member of The Concord. Patrick’s successful business experience and knowledge has been acknowledged by Bentley College, Northeastern University, Saint Michael’s College, Colby College, Plymouth State and Bowdoin College, where he has been asked to be a guest speaker.

Patrick’s mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible.  He assists his clients with prioritizing their most important financial goals by listening to their needs and desires for the future.  Based on these needs, he tailors specific financial strategies for each client.

Through his affiliation with Boston Partners, Patrick has access to a variety of financial products and services.  These services include Retirement Planning, Estate Planning Strategies, Portfolio Building, Disability Income Insurance, Life Insurance, Long-Term Care Planning and College Funding.

Patrick is native of Lake Oswego, Oregon and currently resides in Concord, Massachusetts.

ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

 MILLION DOLLAR ROUND TABLE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Sidney Tyner Photo
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Sidney Tyner

Andover, MA

Sidney Tyner

SENIOR VICE PRESIDENT

STYNER@BOSTONPARTNERSLLC.COM

603-225-6653 X119 (CONCORD)

978-689-6931 (ANDOVER)

978-689-0952 (FAX)


Sid has been assisting families, individuals and business owners achieve their unique financial goals for almost 30 years.   His mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible.  He helps his clients prioritize their most important financial goals by listening to their needs and desires for the future.  Based on these needs, he tailors specific financial strategies for each client.

Sid’s experiences and successes as a Financial Advisor have earned him awards and acknowledgements throughout his career.  

Sid has also been acknowledged nationally as an ACE, and MDRT qualifier.  ACE, stands for “Achieving Client Excellence” and is a national recognition award for Signator Investors, Inc. financial advisors.  Sid has qualified for this award multiple times and it ranks him in an exclusive group of financial professionals.  ACE is an achievement bestowed upon only the top financial professionals and advisors within Signator’s national network.  Sid is also a qualifying member of the Million Dollar Round Table (MDRT).  MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance and the highest standards and ethics.

As a top Advisor at Boston Partners Financial Group, LLC, Sid has access to a variety of products and services through a multitude of wealth managers.  The diversity in the services he can offer allows him to create a customized financial strategy unique for each client.

Sid lives in Alton Bay, New Hampshire.  He spends free time with his family and dog.  He is the past president of Tewksbury Youth Hockey and is currently the coach of the Boston Junior Rangers Hockey Team in Tewksbury.

 MILLION DOLLAR ROUND TABLE DISCLOSURE

ACHIEVING CLIENT EXCELLENCE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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John Vassallo

Andover, MA


John Vassallo

VICE PRESIDENT

jvassallo@bostonpartnersllc.com

978-689-6926

978-689-0952 (Fax)


John has been assisting individuals and small businesses achieve their unique financial goals for over 20 years. He has been recognized nationally for numerous sales qualifying awards and conferences throughout his career.  He is the recipient of the Paul Harris Fellowship Award and a qualifier for the Million Dollar Round Table (MDRT).  In 2010 he was named a “Five Star Wealth Manager” by Boston Magazine. 

John earned his BA in Physical Education from the Westfield State College.  He is a member and past President of the Wilmington Chamber of Commerce and the Wilmington Rotary Club.

In his practice and his personal life John lives by one idea, “It’s a simple formula: Do your best and someone might like it”.  John’s mission is to serve as his client’s leading resource and advocate in the fulfillment of their financial goals.  Using the highest level of standards in his practice, John has been able to build long-standing relationships with his clients based on honesty and loyalty.

As a top Advisor at Boston Partners Financial Group, LLC, John has access to a variety of financial products and services.  These services include Retirement Planning, Life Insurance, Asset Protection, and College Funding Strategies.

John is from Amherst, MA and currently resides in Wilmington, MA with his wife Jaimee.  He is an enthusiastic Boston sports fan and both an avid soccer player and coach.


 MILLION DOLLAR ROUND TABLE DISCLOSURE

FIVE STAR DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Trey H. Whalley, CFA® Photo
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Trey H. Whalley, CFA®

New Bedford, MA

Trey H. Whalley, CFA®

President, Providential Partners, LLC

Phone (508) 992-1700  | Fax (774) 328-9759 

Email: twhalley@myprovidential.com


Check the background of this firm/advisor on FINRA’s BrokerCheck.