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OUR ADVISORS- MASSACHUSETTS

 

Joseph Albano, LUTCF Photo
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Joseph Albano, LUTCF

Wakefield, MA

Joseph Albano, LUTCF

Senior Vice President

jalbano@bostonpartnersllc.com

978-689-6986

301 Edgewater Place, Suite 116

WAKEFIELD, MA 01880


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 strive to 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 top producers 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

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.

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!

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!

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Joy Baron, LUTCF

North Andover, MA

Joy Baron, LUTCF

Assistant Vice President

jbaron@bostonpartnersllc.com

978-689-6975


820 Turnpike Street, Suite 103

North Andover, MA 01845


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

North Andover, MA

Jonathan Britton

ASSISTANT VICE PRESIDENT

jwbritton@bostonpartnersllc.com

978-689-6997


820 Turnpike Street, Suite 103

North Andover, MA 01845


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

Wakefield, MA


James Connors, CLTC, LUTCF

SENIOR VICE PRESIDENT

978-689-6995


301 EDGEWATER PLACE, SUITE 116

WAKEFIELD, MA 01880


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

Westford, MA

Janath DeSilva, LUTCF

EXECUTIVE VICE PRESIDENT

jdesilva@bostonpartnersllc.com

978-689-6996


5 LAN DRIVE, SUITE 220

WESTFORD, MA 01886


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.  

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 2011 Janath was inducted into the Signator Investor’s Hall of Fame. 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.

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

Wakefield, MA

Kevin Downes

ASSISTANT VICE PRESIDENT

kdownes@bostonpartnersllc.com

978-689-6962


301 EDGEWATER PLACE, SUITE 116

WAKEFIELD, MA 01880


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.

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™

FOUNDER/ MANAGING PARTNER

ndulac@rfgnetwork.com

978-689-6974

978-418-9151 (FAX)


CLICK HERE TO VIEW MY WEBSITE


Retirement Fiduciary Group, LLC

40 Shattuck Road,  Suite 306

Andover, MA 01810


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.

Noel graduated from Bentley University with a BS in Finance.  ,  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, Certified 401(k) professional (C(k)P) from The Retirement Advisor University in collaboration with UCLA Anderson School. Noel also is a Massachusetts Notary Public.

Noel 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.

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 of standards and ethics. He was also a perennial (ACE) conference qualifier. ACE, stands for “Achieving Client Excellence” and was a national recognition award within the former Signator Investor’s, Incorporated, that acknowledged the top 250 financial representatives in its national network of financial professionals each year.

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®

North Andover, MA


Paul Greeke, CFP®

VICE PRESIDENT

pgreeke@bostonpartnersllc.com

978-689-6932


820 Turnpike Street, Suite 103

North Andover, MA 01845


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


90 MAIN STREET

ANDOVER, MA 01810


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®

Partner

elesage@rfgnetwork.com

978-689-6992

978-418-9151 (FAX)


CLICK HERE TO VIEW MY WEBSITE


RETIREMENT FIDUCIARY GROUP, LLC

40 SHATTUCK ROAD,  SUITE 306

ANDOVER, MA 01810


Eric is an Investment Advisor Representative with Retirement Fiduciary Group LLC.  He started his career at Boston Partners Financial Group, LLC in 2010, before the creation of Retirement Fiduciary Group LLC in 2019.  Since then he has been assisting families, individuals, and businesses achieve their unique financial goals by providing personal and innovative financial strategies.

Eric works closely with retirement plan sponsors to implement fiduciary best practices and ensure prudent plan governance with an end goal of increasing plan effectiveness and positive retirement outcomes for participants.  Further, he provides education and guidance to plan participants to help maximize their retirement benefits in an effort to become retirement ready.

Eric was raised in Salisbury, MA and currently resides in Merrimac, MA with his wife Bridget, and daughter Molly.  He was a graduate of Bentley University with a major in Finance.  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.

Melissa Marrama Photo
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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@rfgnetwork.com

978-689-6966

978-494-4431 (FAX)


CLICK HERE TO VIEW MY WEBSITE

RETIREMENT FIDUCIARY GROUP, LLC

40 SHATTUCK ROAD,  SUITE 306

ANDOVER, MA 01810


Joe has been assisting families, individuals and business owners achieve their unique financial goals for over 35 years. His mission is to help his clients accumulate, enjoy, preserve 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.

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

Throughout his career, Joe has also been acknowledged numerous times as an ACE, and a MDRT qualifier. ACE, stands for “Achieving Client Excellence” and was a national recognition award within the former Signator Investor’s, Incorporated, that acknowledged the top 250 financial representatives in its national network of financial professionals each year. Joe 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, Joe 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.

Joe currently lives in Wakefield, 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.

Scot Reynolds, CLTC Photo
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Scot Reynolds, CLTC

Wakefield, MA

Scot Reynolds, CLTC

VICE PRESIDENT

sreynolds@bostonpartnersllc.com

978-689-6928


301 EDGEWATER PLACE, SUITE 116

WAKEFIELD, MA 01880


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.

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

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.

Michael Ryan, CFP® Photo
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Michael Ryan, CFP®

Wakefield, MA


Michael Ryan, CFP®

VICE PRESIDENT

mryan@bostonpartnersllc.com

978 689-6993


301 EDGEWATER PLACE, SUITE 116

WAKEFIELD, MA 01880


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.

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®

Franklin, MA

Brian M. Rys, AIF®, CFP®, CLU®, ChFC®

SENIOR VICE PRESIDENT

brys@bostonpartnersllc.com

508-520-2598

508-590-2584 (Fax)


53 Jefferson Road

Franklin, MA 02038


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 strive to provide his clients with the best possible solutions 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 top contributors in its national network of financial professionals.  Of the large network of John Hancock financial professionals, only the top 250 are chosen to participate in this annual ACE Conference.  Brian has ten Million Dollar Round Table qualifications, which is a worldwide financial and insurance advisors organization.  He also was awarded the Five Star Wealth Manager Award from 2012-2015 which recognizes top producers 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. 

MILLION DOLLAR ROUND TABLE DISCLOSURE

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.

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Linda Saunders

Andover, MA

Linda Saunders

VICE PRESIDENT

lsaunders@bostonpartnersllc.com

978-689-6951


90 Main Street

Andover, MA 01810


Registered Representative, securities 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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James R. Savarino, LUTCF, CLTC, AIF®

Andover, MA

James R. Savarino, LUTCF, CLTC, AIF®

partner

jsavarino@rfgnetwork.com

978-689-6934

833-600-9678(FAX)


Click Here to View My Website


RETIREMENT FIDUCIARY GROUP, LLC

40 SHATTUCK ROAD,  SUITE 306

ANDOVER, MA 01810


For over 40 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. Throughout Jim's career, he has been recognized as a multi- qualifying member of the Million Dollar Round Table (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. Jim has earned Signator’s honor “Achieving Client Excellence” (ACE) multiple times throughout his career. ACE, was a qualification unique to the former Signator Investor’s, Incorporated, that acknowledged the top 250 financial representatives within its national network of financial professionals each year.

Jim graduated from Wentworth Institute of Technology. Jim holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and is a Life Underwriting Training Course Fellow (LUTCF®), all designations from the American College of Financial Services. He is also an Accredited Investment Fiduciary (AIF®).

He is the past President and member of the Methuen, MA Rotary Club where he has helped provide both financial and essential resources to less fortunate communities locally, in the Dominican Republic and India.

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 Partner with Retirement Fiduciary Group, Jim has access to a variety of financial products and services. 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 

 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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Michaela Scott, CFP

Methuen, MA

Michaela Scott, CFP

Strategic Benefits Consultant, BORISLOW INSURANCE

PHONE: (978)242-8372

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Sigurd Spearing, MBA

North Hampton, MA

Sigurd Spearing, MBA

ASSISTANT VICE PRESIDENT

sspearing@bostonpartnersllc.com

978-689-6978


90 Conz Street

North Hampton, MA 01080


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.

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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!

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Joan Sweeney, CFP®

Andover, MA


Joan Sweeney, CFP®

VICE PRESIDENT

jsweeney@bostonpartnersllc.com

978-689-6941


38 Main Street, 2nd Floor

Andover, MA 01810


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. 


 MILLION DOLLAR ROUND TABLE 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.

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Patrick Tannler

Westford, MA

Patrick Tannler

executive VICE PRESIDENT

ptannler@bostonpartnersllc.com

978-689-6990


5 LAN DRIVE, SUITE 220

WESTFORD, MA 01886


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.

He is a member of the National Association of Insurance and Financial Advisors (NAIFA). 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, preserve 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 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

Wilmington, MA


John Vassallo

VICE PRESIDENT

jvassallo@bostonpartnersllc.com

978-689-6926


314 Main Street, Suite 203

Wilmington, MA 01887


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 a qualifier for the Million Dollar Round Table (MDRT).  In 2010 he was named a “Five Star Wealth Manager."

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.

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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.