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Massachusetts Massachusetts

Find Retirement Planners for Retirement Planning in Massachusetts

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Massachusetts, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Massachusetts

Ben Djelassi

Creative Planning

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Norwell, MA 02061
(857) 3313889

Greg Harris

Creative Planning

---

Boston, MA 02482
(617) 6342921

Michael Finer

Finer Wealth Management, Inc.

530 Loring Avenue, Suite 302

Salem, MA 01970
(978) 7401011

Peter Canniff

Advanced Portfolio Design, LLC

515 Groton Road
Suite 201

Westford, MA 01886
(978) 8504910

Jim Rose

Baystate Financial

134 Turnpike Road Suite 300

Southborough, MA 01772
(774) 8434935

Spencer Betts

Bickling Financial Services, Inc

35 Bedford Street
Suite 15

Lexington, MA 02420
(781) 8629792

Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035
(508) 2034071

Sara C. Gibbs

Sara Gibbs Wealth Management

34 Inner Harbor

Scituate, MA 02066
(330) 3294117

Michael Cammarata

MSA Financial

25 Braintree Hill Park
Suite 205

Braintree, MA 02184
(781) 8433500

Justin Hudock

Starboard Wealth Management

9 Appaloosa Way

Marstons Mills, MA 02648
(508) 2217076

Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803
(339) 2345600

Fredric Weldon, CFA

Polaris Advisors, LLC

550 Cochituate Road
East Wing, Floor 4, Suite 25

Framingham, MA 01701
(508) 4812299

Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481
(781) 4468955

Noah French

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459
(339) 2254970

Adam Wojtkowski, CFP(R), EA

Smith, Salley & Associates

55 West Street
Suite 201

Walpole, MA 02081
(508) 4507841

List of Additional Retirement Planners in Massachusetts*

* Additional advisor listing is provided in partnership with Yext

Roger Cummings - Ameriprise Financial Services, LLC

501 Providence Hwy

Norwood, MA 02062
7813498440

Agnieszka (Aggie) Valenta - Morgan Stanley

1500 Main St 19th
Fl

Springfield, MA 01115
4137361129

Alan Melanson

16 Forsythe Ave

South Yarmouth, MA 02664
7744701756

Brian William Burke - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7812636852

Boardwalk Financial

8 Merchants Road
Unit 6

Sandwich, MA 02563
5088888527

James T Fuerstnau - Ameriprise Financial Services, LLC

175 Andover St
Ste 201

Danvers, MA 01923
9787776500

Travis Shine - Ameriprise Financial Services, LLC

48 Federal St

Greenfield, MA 01301
8022575500

Bridget Gates - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893372

Brian F Miller - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893265

Aaron Golub - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893435

Michael Fontaine - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215622

Blake C. Ellison - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707011

1776 Financial Services

443 East Central Street

Franklin, MA 02038
5085200176

Daniel Hoban - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215700

Dawn E Smith - Ameriprise Financial Services, LLC

63 South St
Ste 192

Hopkinton, MA 01748
5082816000

Alyson B. Popper - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316703

Albanese/Kennedy Bruce Group - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399656

Anthony F. Mancini - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399658

Brett M. Singer - Morgan Stanley

1500 Main St 19th
Fl

Springfield, MA 01115
4137361131

Rhoda Christmas - Ameriprise Financial Services, LLC

180 Paramount Dr
Ste 2

Raynham, MA 02767
5088243655

Barrett Wealth Management

1109 Washington Street

Weymouth, MA 02189
3394996282

Maureen Igoe - Ameriprise Financial Services, LLC

11 Water St
Ste 2A

Arlington, MA 02476
7816411414

Arsenal Financial LLC

99 Longwater Circle
Suite 204

Norwell, MA 02061
7813359100

Bobby Morris - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6179123158

Brian Wyman - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6174511400

Avidia Investment Services (The McDonald Group)

17 Pope Street

Hudson, MA 01749
9785673645

Brian Wilder - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893426

Daniel T Wilson - Ameriprise Financial Services, LLC

275 Grove St
Ste 1W-305

Auburndale, MA 02466
6175004957

Aradhana Kuhn - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786417

Ahmet Atamer - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725117

Alex Sullivan - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707015

Brown and Walker Group - Morgan Stanley

1500 Main St
19th Fl

Springfield, MA 01115
4137347311

Andrew Katz - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399644

Arthur Tzouganatos - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709224

Auxano Wealth Management

2274 Washington Street

Newton Lower Falls, MA 02462
6174755295

Bibek Das - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316772

Jennifer Moran - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215653

Arthur Murphy - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709285

Atlas Wealth Strategies, Inc.

85 Main Street

Hopkinton, MA 01748
5084355990

Barker Financial Group, Inc.

152 Conant Street
Suite 200

Beverly, MA 01915
7817432600

Brad R Scioletti - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893359

David Shnitzer - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6174511400

Christopher Stark - Ameriprise Financial Services, LLC

1333 Main St
Ste H

Walpole, MA 02081
7814442727

Avi Finder - Ameriprise Financial Services, LLC

161 Worcester Rd
Ste 200

Framingham, MA 01701
5088202997

Victoria Johnson - Ameriprise Financial Services, LLC

175 Andover St
Ste 201

Danvers, MA 01923
9787776500

Eric Takach - Ameriprise Financial Services, LLC

13 Bridle Path

Plainville, MA 02762
5083160852

Joe Sciacca - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215700

Brookstone Wealth Management

351 Main Street

Oxford, MA 01540
5089870700

Amy Pasquarelli

1 Conant Street

Danvers, MA 01923
9786243399

Brian C Mahoney - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709416

John Rogers - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6174511400

Donovan Wealth Management Group - Ameriprise Financial Services, LLC

175 Derby St
Unit 1

Hingham, MA 02043
7817497747

AlphaView Wealth Advisors - Ameriprise Financial Services, LLC

5 Mount Royal Ave
Ste 180

Marlborough, MA 01752
5083038144

Tuck Point Financial Group - Ameriprise Financial Services, LLC

401 Edgewater Pl
Ste 110

Wakefield, MA 01880
7812466789

Kelly Hudak - Ameriprise Financial Services, LLC

10 City Sq
Fl 4

Charlestown, MA 02129
6175804163

Ronald Bell - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215639

Sean P Flannery - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560062

Alesandra Miller - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709546

Alex M. Blake - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893201

The Dubeau Group - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814922

Adrienne Snapp - Ameriprise Financial Services, LLC

260 Boston Post Rd
Ste 6B

Wayland, MA 01778
5082761263

Goodwin, Shine and Associates - Ameriprise Financial Services, LLC

48 Federal St

Greenfield, MA 01301
4137720882

Anthony Salerno - Ameriprise Financial Services, LLC

1284 Main St
Unit A1

Osterville, MA 02655
5089579014

Samuel Lookner - Ameriprise Financial Services, LLC

20 Walnut St
Ste 318

Wellesley, MA 02481
7812370200

Tim Daley - Ameriprise Financial Services, LLC

303 Wyman St
Ste 290

Waltham, MA 02451
7819963026

Lars Lambrecht - Ameriprise Financial Services, LLC

63 South St
Ste 192

Hopkinton, MA 01748
5082816000

Debbra Gorczycki - Ameriprise Financial Services, LLC

551 Newton St

South Hadley, MA 01075
4133228250

Tyson M Lashley - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6179123167

Joshua Woerdeman - Ameriprise Financial Services, LLC

431 Country Club Way
Ste 2

Kingston, MA 02364
5088331359

Karen Maloney-Hagel - Ameriprise Financial Services, LLC

324 Grove St

Worcester, MA 01605
5087960083

Curtin and Associates - Ameriprise Financial Services, LLC

175 Andover St
Ste 201

Danvers, MA 01923
9787776500

Gables Seaport

501 Congress St

Boston, MA 02210
8577029050

PeoplesBank

494 Newton Street

South Hadley, MA 01075
4134937460

PeoplesBank

1936 Memorial Driive

Chicopee, MA 01020
4134937440

PeoplesBank

1051 St. James Ave

Springfield, MA 01104
4137306660

PeoplesBank

314 High Street

Holyoke, MA 01040
4134937409

PeoplesBank

7 College Street

South Hadley, MA 01075
4135320133

Nationwide Insurance: Knight-Dik Insurance Agency Inc.

440 Main St

Worcester, MA 01608
5087536353

PeoplesBank

783 Williams Street

Longmeadow, MA 01106
4135652913

Robert J Sanzo - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709250

Paul Previte - Ameriprise Financial Services, LLC

175 Derby St
Ste 27

Hingham, MA 02043
7818751116

Al Weaver - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215661

Stephen Coffey - Ameriprise Financial Services, LLC

230 2nd Ave
Ste 120

Waltham, MA 02451
7816229900

Garth Fondo - Ameriprise Financial Services, LLC

1 Lumber St
Ste 204

Hopkinton, MA 01748
5084978931

John A. Muller - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316784

Alfred Schofield - Ameriprise Financial Services, LLC

1284 Main St
Unit A1

Osterville, MA 02655
5089579000

Bradford J Rindler - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6174511400

Paul Romano - Ameriprise Financial Services, LLC

275 Grove St
Ste 1W-305

Auburndale, MA 02466
6176003652

Mark Russo - Ameriprise Financial Services, LLC

910 Boston Post Rd
Ste 120

Marlborough, MA 01752
5084815507

Wendy Davidson - Ameriprise Financial Services, LLC

11 Water St
Ste 2A

Arlington, MA 02476
5087960091

Jefferson Correia - Ameriprise Financial Services, LLC

400 Tradecenter
Ste 5900

Woburn, MA 01801
7815695899

Kevin Connors - Ameriprise Financial Services, LLC

10 City Sq
Fl 4

Charlestown, MA 02129
6175804186

Timothy Burgess - Ameriprise Financial Services, LLC

792 S Main St
Ste 105

Mansfield, MA 02048
5084520012

Morgan Stanley

45 North Street

Hyannis, MA 02601
5087909600

Civale & Associates - Ameriprise Financial Services, LLC

180 Paramount Dr
Ste 2

Raynham, MA 02767
5088243655

Miracle-Ear Hearing Aid Center

33 Low Street
Room 4

Newburyport, MA 01950
9789977433

Karyn Feinberg Clarke - Ameriprise Financial Services, LLC

260 Boston Post Rd
Ste 6B

Wayland, MA 01778
5082761626

Charlie Alvanos - Ameriprise Financial Services, LLC

1349 Springfield St

Feeding Hills, MA 01030
4138219380

Carolyn Nolan - Ameriprise Financial Services, LLC

48 Mount Vernon St
Ste 300

Winchester, MA 01890
7816043001

Asta Muldoon - Ameriprise Financial Services, LLC

275 Martine St
Ste 302

Fall River, MA 02723
5088376443

Bill Cratty - Ameriprise Financial Services, LLC

80 Washington St
Ste E11

Norwell, MA 02061
7817920200

Shoreline Private Wealth Management - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560071

Muldoon, Borges & Beauregard - Ameriprise Financial Services, LLC

275 Martine St
Ste 302

Fall River, MA 02723
5088376443

Carter, Bowers & Associates - Ameriprise Financial Services, LLC

275 Martine St
Ste 302

Fall River, MA 02723
5088376443

Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707000

Domenic A Maitino - Ameriprise Financial Services, LLC

35 Village Rd
Ste 500

Middleton, MA 01949
6175804141

Oasis Financial Services - Ameriprise Financial Services, LLC

63 South St
Ste 192

Hopkinton, MA 01748
5082816000

John J Pupa - Ameriprise Financial Services, LLC

218 W Main St
Ste 2

Hyannis, MA 02601
5087752399

Daniel J Marean - Ameriprise Financial Services, LLC

975 Merriam Ave
Ste 208

Leominster, MA 01453
9785374588

Rohan Mehta - Ameriprise Financial Services, LLC

5 Mount Royal Ave
Ste 180

Marlborough, MA 01752
5084810895

Charles Harvey - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560065

Shawn Avery - Ameriprise Financial Services, LLC

40 Washington St
Ste 250

Wellesley, MA 02481
7815917930

Daniel D'Agata - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6179123153

Thomas L Reardon III - Ameriprise Financial Services, LLC

501 Providence Hwy

Norwood, MA 02062
7813498440

Michael Shulman - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215700

Morgan Stanley

370 Faunce Corner Rd

North Dartmouth, MA 02747
5089851000

Kjell Christiansen - Ameriprise Financial Services, LLC

220 Forbes Rd
Ste 204

Braintree, MA 02184
7819260295

Judy Carryl-Young - Ameriprise Financial Services, LLC

305 N Main St
Ste 305

Andover, MA 01810
9784091875

Suzana Naik - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707035

Daniel R Omogrosso Jr - Ameriprise Financial Services, LLC

1 Branch St
Ste 103

Methuen, MA 01844
9786641373

Chad E Wolfson - Ameriprise Financial Services, LLC

175 Andover St
Ste 304

Danvers, MA 01923
9782232317

Nathan Richard - Ameriprise Financial Services, LLC

60 Walnut St
Ste 101B

Wellesley, MA 02481
7817722454

Mark Savastano - Ameriprise Financial Services, LLC

275 Martine St
Ste 302

Fall River, MA 02723
5089162627

Sebastian Gonzalez - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
7815560073

Anthony Psikarakis - Ameriprise Financial Services, LLC

75 2nd Ave
Ste 560

Needham, MA 02494
7814539600

Alfred R Drouin - Ameriprise Financial Services, LLC

450 Lexington St
Ste 202

Auburndale, MA 02466
6176003651

Sherry L De Celle - Ameriprise Financial Services, LLC

38 Mahaiwe St
Ste 2

Great Barrington, MA 01230
4137174147

John Curtin - Ameriprise Financial Services, LLC

175 Andover St
Ste 201

Danvers, MA 01923
8775245522

Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316700

Sean J Connolly - Ameriprise Financial Services, LLC

451 Andover St
Ste 125

North Andover, MA 01845
9789749300

Steven Healey - Ameriprise Financial Services, LLC

501 Providence Hwy

Norwood, MA 02062
7813498440

Robert Dolliver - Ameriprise Financial Services, LLC

33 Bedford St
Fl 2

Concord, MA 01742
9147777526

Alan E Slavin - Ameriprise Financial Services, LLC

1032 Turnpike St
Ste 301

Canton, MA 02021
7818288600

Michael McEntee - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6179123148

Jillian Blanchard - Ameriprise Financial Services, LLC

275 Martine St
Ste 300

Fall River, MA 02723
5089162480

Jennifer Blank - Ameriprise Financial Services, LLC

35 Village Rd
Ste 500

Middleton, MA 01949
6175804230

Russell Beckwith - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560058

Douglas Calnan - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560081

Harish Dang - Ameriprise Financial Services, LLC

48 Mount Vernon St
Ste 300

Winchester, MA 01890
7816043023

Rich Van Loan - Ameriprise Financial Services, LLC

529 Main St

Charlestown, MA 02129
6173373233

Jennifer Gray - Ameriprise Financial Services, LLC

48 Mount Vernon St
Ste 300

Winchester, MA 01890
7816043004

Susan N Alvanos - Ameriprise Financial Services, LLC

1349 Springfield St

Feeding Hills, MA 01030
4138219380

Paul C Probolus - Ameriprise Financial Services, LLC

1284 Main St
Unit A1

Osterville, MA 02655
5089579000

PeoplesBank

300 King Street

Northampton, MA 01060
4135840051

PeoplesBank Executive Office Park

330 Whitney Ave

Holyoke, MA 01040
4135389500

PeoplesBank

1900 Wilbraham Road

Springfield, MA 01129
4137821922

PeoplesBank

1240 Sumner Ave

Springfield, MA 01118
4137833561

PeoplesBank

547 Memorial Avenue

West Springfield, MA 01089
4137336750

Peter Donovan - Ameriprise Financial Services, LLC

175 Derby St
Unit 1

Hingham, MA 02043
7817497747

Edward Jones - Financial Advisor: Hector J Miron Dominguez

155 Main Street

Marlborough, MA 01752
5086247503

Chris Civale - Ameriprise Financial Services, LLC

180 Paramount Dr
Ste 2

Raynham, MA 02767
5088243655

Stephen Adams - Ameriprise Financial Services, LLC

220 Forbes Rd
Ste 204

Braintree, MA 02184
7816184804

Tonry Insurance Group Inc.

238 Bedford St
Ste 3

Lexington, MA 02420
6177739200

PeoplesBank

5 South Maple Street

Hadley, MA 01035
4135859797

PeoplesBank

1866 Northampton Street

Holyoke, MA 01040
4134937430

Jay Woerdeman - Ameriprise Financial Services, LLC

431 Country Club Way
Ste 2

Kingston, MA 02364
5088331359

Philip C Hayes - Ameriprise Financial Services, LLC

226 Russell St
Ste A

Hadley, MA 01035
4133764290

Barbara Case - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
6179123143

Michael G McIntyre - Ameriprise Financial Services, LLC

100 Grandview Rd
Ste 322

Braintree, MA 02184
7813562086

John J Olohan - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560068

Neal Borges - Ameriprise Financial Services, LLC

275 Martine St
Ste 302

Fall River, MA 02723
5088376443

John Worcester - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215700

The Woerdeman Financial Group - Ameriprise Financial Services, LLC

431 Country Club Way
Ste 2

Kingston, MA 02364
5088331359

Adam Rudikoff - Ameriprise Financial Services, LLC

1032 Turnpike St
Ste 301

Canton, MA 02021
7818288600

CCR Wealth Management

1800 West Park Drive
Suite 150

Westborough, MA 01581
5084753880

Connors, Hudak & Associates - Ameriprise Financial Services, LLC

10 City Sq
Fl 4

Charlestown, MA 02129
6175804155

REAL Financial Strategies & Solutions, LLC.

201 Jones Road
5th Floor East

East Waltham, MA 02451
7813988561

Michael Alimi - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6179123147

Daniel Bonin - Ameriprise Financial Services, LLC

4 Central St

Foxboro, MA 02035
5085437197

The Fondo Financial Group - Ameriprise Financial Services, LLC

1 Lumber St
Ste 204

Hopkinton, MA 01748
5084978931

Infinex Financial Group

200 Portland St.
Floor 3

Boston, MA 02114
6178756421

PeoplesBank

201 North Main Street

East Longmeadow, MA 01028
4135254500

South Shore Wealth Management - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560046

Michele Heist - Ameriprise Financial Services, LLC

76 Bedford St
Ste 23

Lexington, MA 02420
7817340397

Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814900

Timothy E LePain - Ameriprise Financial Services, LLC

2 Summer St
Ste 17

Natick, MA 01760
5086555255

Eric Fallon - Ameriprise Financial Services, LLC

450 Lexington St
Ste 202

Auburndale, MA 02466
6175004225

Ryan Gallagher - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6179123156

Brian Costello - Ameriprise Financial Services, LLC

200 Silver St
Unit 110

Agawam, MA 01001
4138484220

Ryan Hazel - Ameriprise Financial Services, LLC

1333 Main St
Ste H

Walpole, MA 02081
7814442727

Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399600

Morgan Stanley

100 Front St 15th
Fl

Worcester, MA 01608
5087912311

Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893500

Chapoquoit Dynamic

300 Ledgewood Place
Suite 101

Rockland, MA 02370
5084959555

Scott Mutryn - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709506

Gage Wealth Advisors - Ameriprise Financial Services, LLC

450 Lexington St
Ste 202

Auburndale, MA 02466
6175004225

Alison Palmer Meade - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560045

Dean Agelopoulos - Ameriprise Financial Services, LLC

3 Allied Dr
Ste 303

Dedham, MA 02026
7817427301

Jaclyn Stanley - Ameriprise Financial Services, LLC

275 Grove St
Ste 1W-305

Auburndale, MA 02466
6175004957

Jeff McHale - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560069

Anthony D Marken - Ameriprise Financial Services, LLC

303 Wyman St
Ste 290

Waltham, MA 02451
7819963026

John Moran - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215704

Peter Birnie - Ameriprise Financial Services, LLC

80 Washington St
Bldg G-37

Norwell, MA 02061
7818785104

Brian Gerhardson - Ameriprise Financial Services, LLC

546 Tremont St

Boston, MA 02116
6174263416

Christopher Angers - Ameriprise Financial Services, LLC

175 Derby St
Ste 27

Hingham, MA 02043
7818753090

Justin Brouillard - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6179123151

Morgan Stanley

1500 Main St 19th
Fl

Springfield, MA 01115
4137347311

Jeffrey Wakefield - Ameriprise Financial Services, LLC

125A Pleasant St
Fl 2

Northampton, MA 01060
4137273895

Heritage Financial Network Inc

97 Lowell Road
#1733

Concord, MA 01742
9783712954

Michele Colarusso - Ameriprise Financial Services, LLC

63 South St
Ste 192

Hopkinton, MA 01748
5082816000

Baker Financial Group, LLC

28 Federal Street

Greenfield, MA 01301
4137730357

Christopher Moschella - Ameriprise Financial Services, LLC

101 Longwater Cir
Bldg 1 Ste 202

Norwell, MA 02061
6176912160

Thomas Pippitt - Ameriprise Financial Services, LLC

275 Martine St
Ste 302

Fall River, MA 02723
5089162624

Paul Fragala - Ameriprise Financial Services, LLC

76 Main St

Andover, MA 01810
9784749900

Kevin Daley - Ameriprise Financial Services, LLC

303 Wyman St
Ste 290

Waltham, MA 02451
7819963026

Tim Griffin - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
5086215700

Norm Howarth - Ameriprise Financial Services, LLC

35 Village Rd
Ste 500

Middleton, MA 01949
6175804266

Sterling Bridge

60 High Street

Worcester, MA 01609
5087979293

ProIncome

1600 Providence Highway

Walpole, MA 02081
8334503119

The Steen Carr Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316700

Michael Dicarlo - Ameriprise Financial Services, LLC

662 State Rd

North Dartmouth, MA 02747
5087173245

Jonathan P Hyett - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709447

Julia Ortenzio - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
7815560042

Peter Durfee - Ameriprise Financial Services, LLC

180 Paramount Dr
Ste 2

Raynham, MA 02767
5088243655

The Greenway Group - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707015

Kelly D Fox - Ameriprise Financial Services, LLC

30 Man Mar Dr
Ste 14 & Ste 9

Plainville, MA 02762
5086952336

Cahill Davis Group

1093 North Main Street Rear

Randolph, MA 02368
6176985858

Stanley David, Agent

201 Jones Rd
5th Floor

Waltham, MA 02451
7813921745

Michael G Sullivan - Morgan Stanley

370 Faunce Corner Rd

North Dartmouth, MA 02747
5089851001

Octavia Serpa - Ameriprise Financial Services, LLC

220 Forbes Rd
Ste 208

Braintree, MA 02184
7813565313

Darrel Da Cunha - Ameriprise Financial Services, LLC

121 Mount Vernon St

Boston, MA 02108
6173671120

Peabody Wealth Advisors

150A Andover Street
Suite 10A

Danvers, MA 01923
9783041212

Integrated Financial Partners®

100 North Parkway
Suite 201

Worcester, MA 01605
5089261449

Michael S. Ross, Cornerstone Financial Group

35 Corporate Drive
Suite 210

Burlington, MA 01803
7812290777

Cole Parlin - Ameriprise Financial Services, LLC

76 Main St

Andover, MA 01810
9784749905

Pella Windows & Doors of Boston

9783732500

PEAK Financial Services, Inc.

290 W. Main Street
Unit 5

Northborough, MA 01532
5083519775

Pelletier Wealth Management

7 Federal Street
Suite 36

Danvers, MA 01923
9787744110

Retirement Income Strategies, LLC

944 Washington St
Suite 1A

South Easton, MA 02375
5088190352

Rolli Financial Inc.

106 Spring St
Suite 114

New Bedford, MA 02740
5089976100

Concierge Wealth Management

346 Commercial Street

Boston, MA 02109
6176004676

Viscito Financial Services

1211 Boston Rd

Springfield, MA 01119
4137825700

Holistic Financial & Retirement Group

1500 District Ave.

Burlington, MA 01803
7812701505

Jacqueline Blau - Ameriprise Financial Services, LLC

275 Grove St
Ste 1W-305

Auburndale, MA 02466
6175004957

Lance Financial Associates, Inc

2 Winnmere Ave

Burlington, MA 01803
7815051941

Solano Wealth Management Group of Steward Partners

One International Place
Suite 3210

Boston, MA 02110
6173774416

GW & Wade, LLC

93 Worcester Street

Wellesley, MA 02481
7812391188

Lincoln Investment

95 Sawyer Road
Suite 430

Waltham, MA 02453
7816473050

Ostberg & Associates

351 Pleasant Street
Suite D

Northampton, MA 01060
4135866725

Christopher S Brolly - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786579

Stephanie Stathos - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893337

Frank D Steenburgh - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707030

Paul Kirby - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6179465164

Ronald F Grasso Jr. - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893361

Christopher D. Doucette - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893246

The Ronkin Christie Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814162405

Three Rivers Financial Services

775 Quaker Highway

Uxbridge, MA 01569
5087797787

Janet McCormick - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6177485880

Flagship Harbor Advisors

769 Plain St
Suite L

Marshfield, MA 02050
7818341010

Lisa Virello - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814929

Harold Beacham - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814162400

Tatyana Karayeva - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709570

Jason Franz - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399602

Kenneth J. Martin - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6174786441

Clay Yonce - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786453

Robert W Kelley - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709488

Wayne Morris - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399692

Christine Armstrong - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893285

The Sterling Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814162415

Matthew Taussig - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786435

The Caruso Group - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786494

Rossomando Wealth Management

170 Water Street
Suite 20

Plymouth, MA 02360
7744047692

Heritage Wealth Management

75 Second Avenue
Suite 605

Needham, MA 02494
7814447100

Robin C Callahan - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725152

Mark S Cohen - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709526

CarrThaxton Financial Group

420 Bedford Street
Suite 330

Lexington, MA 02420
7818619700

Dianne O Steen - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725174

Ron Ahlquist and Julie O'Sullivan - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399641

Allstate Personal Financial Representative: Peter Digangi

679 Washington St

Attleboro, MA 02703
6176105852

Stephen Duval - Ameriprise Financial Services, LLC

551 Newton St

South Hadley, MA 01075
4135400196

T. A. Holland & Co.

60 State Street
7th Floor

Boston, MA 02109
6175235656

Fatima Delgado - Morgan Stanley

53 State Street 40th
Fl

Boston, MA 02109
6175893353

Melville T Hodder - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893326

John W Creahan - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814940

Joseph Duggan - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316751

The Curtis Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316700

Nancy F Allen - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709212

Patrick Curtis - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316741

Michael T Chiasson - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725118

Jess K Williams - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709290

Lisa Svensson - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7812636869

Joseph D Verri - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725140

Matthew Gendron - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709510

The Middlesex Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316700

Angela Kawai Chan - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893445

The Boston Seaport Group - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6174786523

The Boston Center Group - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6177485812

Frank Rossi - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316727

The Catalyst Group - Morgan Stanley

28 State Street
27th Floor

Boston, MA 02109
6175709278

Paul Martin Derbyshire - Ameriprise Financial Services, LLC

308 W Central St
Ste C

Franklin, MA 02038
5085289880

The Miller Group - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893265

George A. Joseph - Morgan Stanley

100 Front St 15th
Fl

Worcester, MA 01608
5087515686

The Andre Group - Morgan Stanley

28 State Street
25th Floor

Boston, MA 02109
6175709530

The Riverstone Group - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814900

The Brier Riccardi Group - Morgan Stanley

370 Faunce Corner Rd

North Dartmouth, MA 02747
5089851018

The Clark Group - Morgan Stanley

28 State Street
27th Floor

Boston, MA 02109
6175709235

The Greater Boston Group - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893418

The Queally Waxman Angell Wealth Management Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7812636809

George Stanley & Steve Gaumer - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709549

David Lin - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725132

Jeffrey Stuart Bloomfield - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399603

David Chapin - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786486

Retiree Financial and Insurance Services

129 College St

South Hadley, MA 01075
4135354400

Elena Istratescu - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725184

Ken Lampert - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7812636894

The Gregory Group - Morgan Stanley

1500 Main St
19th Fl

Springfield, MA 01115
4137361136

James S Smith - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6174786519

Maryann Johnson - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709256

Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786400

Edward Jones - Financial Advisor: Charles J Beyer

475 Longmeadow Street

Longmeadow, MA 01106
4135253471

PeoplesBank

610 Memorial Drive

Chicopee, MA 01020
4136120001

PeoplesBank

281 East Main Street

Westfield, MA 01085
4135621044

PeoplesBank

56 Amity Street

Amherst, MA 01002
4132591400

Aya Metwally - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316733

Thomas B. Ames - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893453

Stuart A MacKinnon - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893217

Patrick F Donnelly - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893408

Stacey Marino - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316708

James Yancey Hunter - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709268

The CMM Group - Morgan Stanley

100 Front St
15th Fl

Worcester, MA 01608
5087515682

Hirokazu (Hiro) Onuma, ChFC , RICP ,CLTC

201 Jones Road
5th Floor

Waltham, MA 02451
7813989131

Valor Wealth Partners

225 Franklin Street
26th Floor

Boston, MA 02110
6176482700

Eric Fantegrossi - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6179465117

The Connolly Group - Morgan Stanley

125 High Street 22nd
Floor

Boston, MA 02110
6179465196

Peter Ashley Ramsay - Ameriprise Financial Services, LLC

80 Washington St
Ste E11

Norwell, MA 02061
7817920200

Allstate Personal Financial Representative: Jonathan Meyers

235 Newbury St

Danvers, MA 01923
7813156533

Bryan White - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316765

Steve Alminas - Morgan Stanley

1500 Main St
19th Fl

Springfield, MA 01115
4137361168

Mike Emmanouilidis - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814162404

Reza Niazi-Sai - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709259

The Karelitz Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725169

The Collins Savrann Group - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814972

John Henderson - Morgan Stanley

45 North Street

Hyannis, MA 02601
5087909609

Damon M Deluties - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787393913

Edward H Strachan - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709276

Jonathan E Smith - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893345

Finer Wealth Management

530 Loring Avenue
Suite 302

Salem, MA 01970
9787401011

Susan Potter - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175702947

HomeWell Care Services

26 West St.

Beverly Farms, MA 01915
9789691351

Daniel Hall - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
6174511880

Yiannis Emmanouilidis - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814162427

The Leasca Group - Morgan Stanley

100 Front St
15th Fl

Worcester, MA 01608
5087515624

Palmerini Wealth Sciences

2 Burlington Woods Drive
Suite 100

Burlington, MA 01803
6174351239

Garon Financial Inc.

233 Needham Street
Suite 300

Newton, MA 02464
6174541070

Joseph Buckley

75 Gold Star Blvd.

Worcester, MA 01605
7814165003

Eugene H. Clark V - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707002

Sheri Bouchie - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787393956

Legacy Financial Advisors, Inc.

2000 West Park Drive
Suite 125

Westborough, MA 01581
5084829336

The Boardwalk Group - Morgan Stanley

45 North Street

Hyannis, MA 02601
5087909600

The Lineage Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
8007677462

Kevin Butler - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814928

Juan Ren - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709266

Moataz Elrafie - Morgan Stanley

28 State Street 25th
Floor

Boston, MA 02109
6175702948

Derrick Beckwith - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893472

Jason Jeffers

1 Conant Street

Danvers, MA 01923
6033346735

The C and C Group - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399608

The Ferncroft Group - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787393989

Troy E. Rothmann, Sr. - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709050

Charles Farrington - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709243

Jennifer Gilbert-Duffy - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787393923

Cedric Hankerson - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709503

The Markoff Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725113

Kurt A. Johnson - Morgan Stanley

125 High Street 22nd
Floor

Boston, MA 02110
6174786436

Scott Harrison

1 Post Office Square

Boston, MA 02109
6174490345

Peter C Knowlton - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893333

Robert Brier - Morgan Stanley

370 Faunce Corner Rd

North Dartmouth, MA 02747
5089851018

William D Gordon - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725159

Kevin P Fitzpatrick - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893363

Kevin M. Flaherty - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814963

John Brooks - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786595

Kurt Volk - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6177485832

Wlodek Bugajski - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709509

Lisa Matthews - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
6174786535

Moshup Galbraith - Morgan Stanley

53 State Street
Floor 39

Boston, MA 02109
6175893295

Ronan/Hamburger Group - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893230

The Mutrie Group - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6174786534

Daniel Daglio - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6179465112

Shelly Coville - Morgan Stanley

1500 Main St
19th Fl

Springfield, MA 01115
4137361101

Michael Auler - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6174786537

Robert B Gillen - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725107

James R Vogel - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316761

Jed H. Gilfoy - Morgan Stanley

125 High Street, 24th Floor
Hight Street Tower

Boston, MA 02110
6174786577

Mary Couture

1515 Northampton Street

Holyoke, MA 01040
4135386304

David Zhen Xiong Li - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707001

The Schwartz Group - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893436

Stephen A Calderara - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399652

The McGowan Group - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6174786533

The Hession-Bodnaruk Group - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709292

Sam Webber - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725404

Judith Ann Reed - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709496

Denise Simpson - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893335

Ruven Rodriguez - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316728

Matthew Reilly - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316787

The Quincy Group

21 Totman Street
Suite 202

Quincy, MA 02169
6178474800

Lifeline Financial Partners

8776494015

The Patriots Hill Group - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893441

The Ironside Group - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709050

Robyn Redfield - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6174786545

Mei Davidson - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725265

Stephen B Feinberg - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725103

The Griffith Wheelwright Group - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814983

Ilan Segev & Amy Steigerwald - Morgan Stanley

125 High Street 22nd
24th Floor

Boston, MA 02110
6177578850

Virginia R Houston - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893464

John Coughlin - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725255

Todd Wetzel - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707025

James C Bee - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709431

The Principe Group - Morgan Stanley

125 High Street 22nd
Floor

Boston, MA 02110
6174786400

The Lewis Group - Morgan Stanley

45 North Street

Hyannis, MA 02601
5087909606

The Boynton Group - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893273

The Balter-Silberman Group - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893414

The Hussey Dewey Group - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814924

Richard Dotolo - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
6174786501

Comprehensive Strategies

90 Route 6A
Unit 4B

Sandwich, MA 02563
5088882242

Paul Traina - Morgan Stanley

1500 Main St 19th
Fl

Springfield, MA 01115
4137361116

Will Steck - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893357

Five Eleven Financial

8 Lake Street

Webster, MA 01570
5089498500

Legatus Wealth

200 Great Road
Suite 222

Bedford, MA 01730
7812751970

William J. Bellerose Jr. - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709578

The Javaheri Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814162491

The Gemmell and Kurtz Group - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709248

Gina L Riccardi - Morgan Stanley

370 Faunce Corner Rd

North Dartmouth, MA 02747
5089851008

Robert G Cormier - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709207

Lisa Fitzgerald Lewis - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893369

The Chigas Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725170

The Hiorns Group - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
6175709432

Steve R Gaumer - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709236

Peter Christie - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316716

Mark Brown - Morgan Stanley

1500 Main St 19th
Fl

Springfield, MA 01115
4137361117

Thomas S Rockwood - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725259

Kevin Wythe - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399668

Kyle P. Prussing - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709543

Idizinho Vaz

2 Lakeshore Center

Bridgewater, MA 02324
5082794136

The MacKinnon | Doucette Group - Morgan Stanley

53 State Street
39th Fl

Boston, MA 02109
6175893217

The Stumpo Gennari Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7814316737

The Kenary Group - Morgan Stanley

100 Front St
15th Fl

Worcester, MA 01608
5087515658

Michael Gregory, Jr. - Morgan Stanley

1500 Main St 19th
Fl

Springfield, MA 01115
4137361136

Gary David Markoff - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709588

Gerard D Ciccio - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893409

Michael Boucher - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399638

C B Tertius Downs - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893344

Christine Carona - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893244

Kathleen Illinger - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
5088707008

Jeffrey J Crampton - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893412

Joshua Elterman - Morgan Stanley

1500 Main St 19th
Fl

Springfield, MA 01115
4137361152

The Geraghty Team - Morgan Stanley

125 High Street 22nd
Floor

Boston, MA 02110
6177578851

Regency Financial Group

10 Tower Office Park
Suite 600

Woburn, MA 01801
7819953395

Forrest C. Scaringe - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7812636808

Zhong Zhao - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
7816725136

Matthew Remis - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893221

Doug Cook - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787399625

Joseph Edward Travaglini - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
9787393958

Suzanne G Priebatsch - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
6175709515

Thomas Miller - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
7816814951

Sarah R. Porter - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
6175893216