Broker Check

Our Associates

Jerry  Alberico

Jerry Alberico

Financial Services Professional

617-916-5155 x112

617-916-5157

Tom Alessi

Tom Alessi*

Investment Advisor Representative

617-682-7374

617-916-5157

Vivian Cam, MBA

Vivian Cam*, MBA

Investment Advisor Representative

617-916-5155

617-916-5157

Albert Dolan

Albert Dolan

Financial Services Professional

617-916-5155 x129

617-916-5157

Gary Doodlesack

Gary A. Doodlesack*, MBA

Investment Advisor Representative

617-916-5155 x110

617-916-5157

George Gatzunis

George Gatzunis*

Investment Advisor Representative

617-916-5155 x119

617-916-5157

Bibek  Ghimire

Bibek Ghimire

Finacial Services Professional

617-916-5155

617-916-5157

John Huntington

John P. Huntington*, CLU, ChFC

Investment Advisor Representative

401-207-6112

617-916-5157

David  Jean

David Jean

Financial Services Professional

617-916-5155 x127

617-916-5157

Melanie  Krupa

Melanie Krupa

Financial Services Professional

617-916-5155 x117

617-916-5157

Andrea Laws

Andrea Laws, FSCP®

Financial Services Professional

(617) 916-5155 x133

(617) 916-5157

John Orthman

John Orthman*, MBA


Managing Director, Investment Advisor Representative

617-916-5155 x109

617-916-5157

Robert Reid

Robert Reid*

Financial Services Representative

508-548-3956

508-548-3957

Craig Richardson

Craig E. Richardson, Jr*

Financial Services Representative

617-916-5155 x111

617-916-5157

Peter Rodis

Peter Rodis*, ChFC®

Investment Advisor Representative

617-916-5155

617-916-5157

Chad Steiner

Chad Steiner*

Investment Advisor Representative

978-660-6673

617-916-5157

Michael Walsh

Michael M. Walsh, LUTCF

Financial Services Professional

617-916-5155 x126

617-916-5157

Alison Zogheib

Alison Zogheib*

Financial Services Representative

617-916-5155

617-916-5157