2011 FIVE STAR Wealth Managers - Boston University Center for ...
2011 FIVE STAR Wealth Managers - Boston University Center for ...
2011 FIVE STAR Wealth Managers - Boston University Center for ...
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FinAnciAl PlAnning<br />
lawrence Ragone<br />
Ragone associates<br />
BP, eP, in<br />
ira rapaport<br />
new England Private<br />
<strong>Wealth</strong> Advisors<br />
EP, iv, TX Page 18<br />
thomas Rapko<br />
Morgan Stanley Smith<br />
Barney<br />
eP, in, tS<br />
Paul Reardon<br />
investment advisory<br />
Group<br />
in, iV<br />
Sharon Rich<br />
womoney<br />
Mark Rizzo<br />
KGR Financial Resources<br />
in, iV<br />
Paul roche iii<br />
Morgan Stanley Smith<br />
Barney<br />
EP, iv, TS Page 36<br />
Jim Rodier<br />
ameriprise Financial<br />
Services, inc.<br />
eP, in, iV<br />
Daniel romaine<br />
romaine Financial<br />
EP, in, iv Page 41<br />
Gary Ronkin<br />
Morgan Stanley Smith<br />
Barney<br />
eP, in, iV<br />
dave Rumrill<br />
Morgan Stanley Smith<br />
Barney<br />
eP, in, iV<br />
Michele ann Russell<br />
CeReS Financial Group<br />
eP, in, iV<br />
Mark Russo<br />
ameriprise Financial<br />
Services, inc.<br />
BP, eP, iV<br />
Paul ryan, Jr.<br />
Flagship Financial<br />
Advisors<br />
EP, iv, TX Page 22<br />
Mary ann Saurino<br />
ameriprise Financial<br />
Services, inc.<br />
eP, in, iV<br />
david Sawyer<br />
eastern wealth<br />
Management<br />
in, iV, tS<br />
Special advertiSing Section<br />
index oF wealth ManaGeRS<br />
List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. <strong>Wealth</strong> Manager additional financial services:<br />
BP=Business Planning; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; TS=Trust Services; TX=Taxation<br />
FinAnciAl PlAnning<br />
James Scally<br />
heritage Financial<br />
Services<br />
iV<br />
Bryce Schintzius<br />
new england Securities<br />
eP, in, iV<br />
Michael Schreiber<br />
Michael A. Schreiber &<br />
Associates<br />
iv Page 41<br />
Johanna Schulman<br />
ameriprise Financial<br />
Services, inc.<br />
in, iV<br />
Cynthia Sechrest<br />
Sechrest Financial<br />
Services<br />
eP, iV, tx<br />
richard Shakter<br />
Financial compass<br />
group<br />
EP, in, iv Page 27<br />
Barbara Shapiro<br />
hMS Financial Group<br />
in, iV<br />
andrew Shea<br />
<strong>Boston</strong> Partners Financial<br />
Group<br />
BP, in, iV<br />
Philip Sher<br />
the Sher wealth<br />
Management Group<br />
iV<br />
Robert Siefert<br />
Back Bay Financial Group<br />
iV<br />
Ronald Siggens<br />
<strong>Boston</strong> hill advisors<br />
iV<br />
Mark Singer<br />
Safe harbor Retirement<br />
Planning<br />
eP, in, iV<br />
Jason Skolnick<br />
First national Corporation<br />
in, iV<br />
ryan Smith<br />
Metlife Securities<br />
BP, EP, iv Page 42<br />
dawn Smith Maloney<br />
ameriprise Financial<br />
Services, inc.<br />
BP, eP, iV<br />
eric Sneider<br />
Bromfield Financial<br />
advisory Group<br />
iV<br />
FS – 6 | ©<strong>2011</strong> Crescendo Business Services<br />
FinAnciAl PlAnning<br />
Joseph Somerset<br />
Beantown Financial<br />
advisors<br />
BP, iV, tx<br />
w. thomas Spencer, Jr.<br />
Spencer Financial<br />
in, iV<br />
Maria Staffiere<br />
Weston Financial<br />
EP, iv, TX Page 24<br />
Chitra Staley<br />
tPw Financial<br />
eP, iV, tS<br />
Jonathan Stearns<br />
Stearns wealth<br />
Management<br />
BP, eP, iV<br />
todd Sturman<br />
tilton Sturman Financial<br />
eP, in, iV<br />
ronald Sugameli<br />
Weston Financial<br />
EP, iv, TX Page 24<br />
Jeanne Gibson Sullivan<br />
Back Bay Financial Group<br />
iV<br />
James Swallow<br />
Ameriprise Financial<br />
Services, inc.<br />
EP, iv, TS Page 42<br />
Jonathan Sweet<br />
oakleaf wealth<br />
Management<br />
in, iV<br />
eric takach<br />
ameriprise Financial<br />
Services, inc.<br />
eP, in, iV<br />
Richard tartarini<br />
tartarini Financial<br />
Services<br />
BP, in, iV<br />
Paul M. teixeira<br />
teixeira Financial Group<br />
BP, in, iV<br />
Scott Thaxton<br />
carr Thaxton Financial<br />
group<br />
EP, iv Page 42<br />
nathaniel tilton<br />
tilton Sturman Financial<br />
iV<br />
Matthew Tosh<br />
Ameriprise Financial<br />
Services, inc.<br />
in, iv Page 42<br />
FinAnciAl PlAnning<br />
graham Tower<br />
Tower & Associates/<br />
Ameriprise Financial<br />
Services, inc.<br />
EP, in, iv Page 42<br />
Jason traino<br />
Morgan Stanley Smith<br />
Barney<br />
BP, in, iV<br />
John tritle<br />
ameriprise Financial<br />
Services, inc.<br />
BP, in, iV<br />
Gordon ulen<br />
united Planners Financial<br />
Services of america<br />
eP, iV, tx<br />
Richard Van loan<br />
ameriprise Financial<br />
Services, inc.<br />
eP, in, iV<br />
Arthur von Der linden<br />
Wingate Financial<br />
group<br />
EP, iv, TX Page 25<br />
david walsh<br />
the Cornerstone<br />
Financial Group<br />
eP, in, iV<br />
Richard webber<br />
axa advisors<br />
in, iV<br />
Jeffrey West<br />
Financial compass<br />
group<br />
BP, in, iv Page 27<br />
trey whalley<br />
Metlife Securities<br />
eP, iV, tS<br />
Jeffrey White<br />
Wingate Financial<br />
group<br />
EP, iv, TX Page 25<br />
Jeremy white<br />
integrated Financial<br />
Partners<br />
eP, in, iV<br />
Rosemary white<br />
Strong Financial Group<br />
eP, in, iV<br />
Daniel Williams<br />
The Dover group<br />
EP, in, iv Page 37<br />
Kevin williams<br />
RBC wealth Management<br />
eP, in, iV<br />
<strong>2011</strong><br />
FivE STAr<br />
WEAlTh MAnAgErS<br />
FinAnciAl PlAnning<br />
Daniel Wilson<br />
gage & Wilson/<br />
Ameriprise Financial<br />
Services, inc.<br />
BP, in, iv Page 29<br />
xiao-xia erica Zhen<br />
Merrill lynch<br />
eP, iV, tS<br />
Mark Zunick<br />
Morgan Stanley Smith<br />
Barney<br />
iV<br />
inSuRanCe<br />
Michael hammonds<br />
<strong>Boston</strong> Partners Financial<br />
Group<br />
BP, eP, FP<br />
Boris lokshin<br />
wellesley Financial Group<br />
iV<br />
daniel t. Maher<br />
new York life Securities<br />
eP, FP, iV<br />
gregg Miles<br />
Miles logue Financial<br />
group<br />
EP, FP, iv Page 35<br />
Stephen napier<br />
uSi new england<br />
BP, eP, iV<br />
Adam Sachs<br />
centinel Financial<br />
group<br />
FP Page 27<br />
Brian Stanton<br />
Commonwealth Financial<br />
Group<br />
FP<br />
Joseph Stone<br />
Stone Financial Group<br />
inVeStMentS<br />
Claire adams<br />
Morgan Stanley Smith<br />
Barney<br />
eP, FP, in<br />
Jerome anderson<br />
<strong>Boston</strong> investment<br />
advisers<br />
alicia andre<br />
Silver Bridge advisors<br />
FP, tS<br />
Francis Bailey<br />
Merrill lynch<br />
FP, in, tS<br />
Christopher Baker<br />
C.P. Baker & Company<br />
usines<br />
o Business S<br />
endo Business Serv<br />
escendo Business Services<br />
Crescendo Business Servic<br />
rescendo Business Se<br />
cendo Business<br />
do Busin<br />
Bu
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