Wellesley - Linden St
Proudly Serving
Wellesley - Linden St
180 Linden St
Suite 8A
Wellesley, MA 02482
Your Wellesley Team
Fred Baird
Senior Wealth Advisor
Cary Geller
CPA, PFS, CFP®, AEP®
Senior Wealth Advisor
Susan Miller
CPA, PFS, CFP®, CDFA®
Senior Wealth Advisor
Peter Mitrano
CFA®, CFP®
Senior Wealth Advisor
JonPaul McBride
CFP®
Wealth Advisor
Nate Baynes
Associate Wealth Advisor
Cathy Jacobs
Client Service Manager
Kim Dobrowolski
Office Administrator
Enjoy some of our latest resources
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article
April 29, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.
Listen to the podcast
April 29, 2025
Quarterly Perspectives: Tariffs, Inflation, and Market Trends
Wondering where the markets are headed and how it may affect your investments? Join our panel of senior investment strategists for an insightful discussion on key market trends—and what they could mean for your portfolio.
Watch the video