Wellesley - Worcester St
Proudly Serving
Wellesley - Worcester St
93 Worcester St
Wellesley, MA 02481
Your Wellesley Team
Kelli Adams
CFP®, EA
Senior Wealth Advisor
Robert Bodio, Jr.
JD
Senior Wealth Advisor
Michael Borzi
Associate Wealth Advisor
David Brodsky
CPA, CDFA®, MBA, JD
Senior Wealth Advisor
Carol Cassoli
Associate Wealth Advisor
Bryan Ciborowski
Vice President, Client Development
Ryan Clancey
CPA
Associate Wealth Advisor
James Da Silva
Senior Vice President, Client Development
Kathi-Jean Downing
Client Service Associate
Iman Farimani
JD
Associate Wealth Advisor
Laura Grosser
Client Service Associate
Lisa Guinard
Client Service Associate
Christina Hurley
Client Service Associate
Phil Jameson
CPA, MBA, MST
Senior Wealth Advisor
Robert Knight
CPA
Associate Wealth Advisor
Anthony Kosinski
JD
Wealth Advisor
Heidi Lynch
Client Service Manager
Heather Mahoney
JD
Managing Director, Wealth Management
Marissa Malone
JD, MBA
Wealth Advisor
Stephen Marsters Jr.
JD
Wealth Advisor
Tracy Mattuchio
Client Service Manager
Michael Merrigan
Associate Wealth Advisor
Ron Minassian
MBA
Director, Portfolio Implementation
Barry Morgan
JD, MBA
Senior Wealth Advisor
John Murray
JD
Senior Wealth Advisor
Darren Norton
Senior Wealth Advisor
Tim Pinch
JD
Senior Wealth Advisor
Joseph Pottackal
Associate Wealth Advisor
Tyler Rich
CPA, MBA
Wealth Advisor
Eric Rosenberg
JD, MBA
Senior Wealth Advisor
Matthew Ryan
EA, CFP®, MSF
Senior Wealth Advisor
Adam Silvey
JD
Senior Wealth Advisor
Jeffrey Tancreti
JD
Wealth Advisor
Hillary Tipping
Client Service Associate
Roger Wade
JD
Senior Wealth Advisor
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