Tracy Brown

Peter V Caruso

CFP, Senior Vice President-Investment Officer NMLS ID 258917

• Phone: (508) 752-6773
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Monique M D'Auteuil

AWMA, Senior Registered Client Associate

• Phone: (508) 752-6773
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John M DiConza Jr.

Senior Registered Client Associate - Officer

• Phone: (508) 752-6773
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Cheryl A Duda

Receptionist

• Phone: (508) 752-6773
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Christy Flores

Patricia A George

Financial Advisor

• Phone: (508) 752-6773
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Charles L Goldman

CRPC, Managing Director Investments

• Phone: (508) 752-6773
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Jennifer A Guadiz

Vice President - Investment Officer NMLS ID 405840

• Phone: (508) 752-6773
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David LeBlond

First Vice President-Investments

• Phone: (508) 752-6773
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Joanne Listro

Client Associate

• Phone: (508) 752-6773
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Jeremy T Lurier

Financial Consultant

• Phone: (508) 752-6773
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Simon Mooney

Registered Client Associate

• Phone: (508) 752-6773
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Christopher J Roering

AAMS, Senior Vice President-Investment Officer, Senior PIM Portfolio Manager

• Phone: (508) 752-6773
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John V Romo

Client Associate

• Phone: (508) 752-6773
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Brian H Waters

Associate Vice President-Investment Officer NMLS ID 173555

• Phone: (508) 752-6773
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Jody-Ann Whitney

Senior Client Associate-Officer

• Phone: (508) 752-6773
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