Search for a Team Member
- Amy Fradkin
- Andrew C. Cleary, CFP®, CLU®, AIF®
- Dan McDonnell, CRPS®
- Daniel J. Cappucci, CFP®, AIF®
- Emily Simcoke, CFP®
- James Griglun, CFP®, MBA
- JD Verniero, CFA
- Jim Wolfson, CFP®, CLU®, ChFC®
- John J. Farrelly, CFP®, CLU®, CRPC®
- Matthew Kiley
- Michelle Cerone
- Morgan Pace, CRPS®
- Nick Safina
- Raymond Pedrick, CFP®, CRPS®
- Seth R. Waltz, CRPC®
- Thomas A. Cappucci, CFP®
- Timothy Over
Dan began his career at Strategic Financial Partners in 2001 working in the Investment and Financial Planning Departments. He and his father, Thomas Cappucci, partnered with Andrew Cleary in 2007 to create SFP Wealth, LLC. Within the team..
John has worked in the financial services industry for more than 30 years. He joined Baystate Financial Services in March of 2005. Prior to joining Baystate, John was a Registered Representative of 1717 Capital Management Company, and...
Jim Started his career with Baystate Financial in 2001 and joined our team with over 35 years of industry experience. As a seasoned financial planner, Jim has extensive experience in investments, retirement planning, protection products...