Broker Check

Advisors

Advisors

Paul Adams is an Advisor with Concord Wealth Management. Paul works with clients in a wide range of life situations, ranging from millennials starting their professional careers, to families saving for college and retirement, retirees,...

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial. Please complete this form and I will get in touch with you shortly.

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As a financial advisor with Concord Wealth Management, Jim helps his clients prepare for a secure financial future with strategies that are focused on individual needs. Jim has been in the financial services industry for more than 20...

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Eric joined Concord Wealth Management in 2016 as an Advisor. Eric enjoys working with clients to establish their long-term financial goals focusing on: retirement planning, college education funding, income and asset protection. He has...

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Nathan J. Fox is an Advisor with Concord Wealth Management where he works with individuals, families and business owners as well as has a mentoring role coaching new advisors at the firm. In 2015 he and attorney Michael Monteforte...

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Interested in learning how Matt can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Jethro Kollie graduated from Bentley University in Waltham, MA with a B.A. in Finance. His passion for the financial services industry originated from his desire to help individuals and families achieve their most important needs in...

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Frank Lis recently joined Concord Wealth Management as an advisor to help individuals and families with their financial goals. He focuses on retirement readiness...

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Brian Quinn joined Concord Wealth Management in 2016 as an Advisor. Brian enjoys working with clients to establish their long-term financial goals focusing on: retirement planning, college education funding, income and asset protection...

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Dylan joined Concord Wealth Management in 2016 as an Advisor. Dylan enjoys working with clients to establish their long-term financial goals focusing on: retirement planning, college education funding, income and asset protection. He...

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Jamie Ross is a Financial Advisor with Concord Wealth Management with a comprehensive background in financial services and business management which includes extensive time as a professional banker, successful entrepreneur and a leader...

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James S. Rubenstein joined Concord Wealth Management in 2015 as a Financial Representative. Jimmy established his financial services practice in 2010 after more than 30 years as the co-owner and president of a successful plastics...

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Jeffrey P. Spencer joined Concord Wealth Management in 2015 as an Advisor. Prior to coming to Concord Wealth Management, Jeff held positions at New York Life and Northwestern Mutual. Jeff enjoys working with clients to establish their...

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Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Interested in learning how Jake can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

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Benjamin J. Zimbel joined Concord Wealth Management in 2015 as an Advisor, having previously worked with McAdam Financially Advanced, where he served on the Advisory Council and was honored with a Gold Team Award for achieving top...

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