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Advisors

Advisors

Paul helps clients achieve their financial goals. Paul works with people of all ages and income levels, including families saving for homes, college and retirement, retirees, business owners, and people in life changing situations.

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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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Cara Sullivan Drew is a Financial Advisor with Concord Wealth Management where she works with individuals and families designing both short-term and long-term financial saving strategies. She started her career in estate planning after...

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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 a Financial 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...

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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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Ben joined Concord Wealth Management in 2017 as an Advisor. Ben enjoys helping clients reach their short and long-term financial goals focusing on: retirement planning, college education funding, and income and asset protection. He has...

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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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