Meet Our Team

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Douglas J Di Cerbo

Wealth Management Advisor

Office 617-531-9525


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James N Pettorelli

Wealth Management Advisor

Office 617-531-9578


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Lauren A Brennan

Director of Operations

Office 617-531-9594


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Stephen J Wadlinger

Associate Wealth Management Advisor

Office 617-531-9573


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Sonia J Mejia

Planning Assistant

Office 617-531-9564


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Ian M Wind

Investment Operations Associate

Office 617-531-9666


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Victoria M Ortiz

Operations Assistant

Office 617-531-9668


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Angela Canale

Director of Marketing

Office 617-742-6200


Mobile 617-513-1545


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