Wellesley - Worcester St
Proudly Serving
Wellesley - Worcester St
93 Worcester St
Wellesley, MA 02481


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Your Wellesley Team
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Kelli Adams
CFP®, EA
Senior Wealth Advisor
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Robert Bodio, Jr.
JD
Senior Wealth Advisor
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Michael Borzi
Associate Wealth Advisor
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David Brodsky
CPA, CDFA®, MBA, JD
Senior Wealth Advisor
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Carol Cassoli
Associate Wealth Advisor
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Ryan Clancey
CPA
Associate Wealth Advisor
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James Da Silva
Senior Vice President, Client Development
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Kathi Downing
Client Service Associate
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Iman Farimani
JD
Associate Wealth Advisor
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Laura Grosser
Client Service Associate
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Lisa Guinard
Client Service Associate
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Christina Hurley
Client Service Associate
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Phil Jameson
CPA, MBA, MST
Senior Wealth Advisor
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Robert Knight
CPA
Associate Wealth Advisor
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Anthony Kosinski
JD
Wealth Advisor
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Heidi Lynch
Client Service Manager
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Heather Mahoney
JD
Managing Director, Wealth Management
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Marissa Malone
JD, MBA
Wealth Advisor
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Stephen Marsters Jr.
JD
Wealth Advisor
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Tracy Mattuchio
Client Service Manager
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Michael Merrigan
Associate Wealth Advisor
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Ron Minassian
MBA
Director, Portfolio Implementation
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Barry Morgan
JD, MBA
Senior Wealth Advisor
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John Murray
JD
Senior Wealth Advisor
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Darren Norton
Senior Wealth Advisor
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Tim Pinch
JD
Senior Wealth Advisor
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Joseph Pottackal
Associate Wealth Advisor
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Tyler Rich
CPA, MBA
Wealth Advisor
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Eric Rosenberg
JD, MBA
Senior Wealth Advisor
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Matthew Ryan
EA, CFP®, MSF
Senior Wealth Advisor
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Adam Silvey
JD
Senior Wealth Advisor
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Jeffrey Tancreti
JD
Wealth Advisor
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Hillary Tipping
Client Service Associate
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Roger Wade
JD
Senior Wealth Advisor
Enjoy some of our latest resources
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May 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
Watch the video -
May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the article -
May 13, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
Listen to the podcast