Broker Check

Concord Wealth Management - Waltham, MA

Call Us: (781) 966-2980

Join Our Team

 

Advisers

Waltham Office

Allison Young

Allison Young

Adviser

781-966-2980

Benjamin Zimbel*

Benjamin Zimbel*

Financial Adviser

(781) 966-2988

Brendan Spillane

Brendan Spillane

Financial Adviser

781-706-9398

Charles Moger

Charles Moger

Adviser

781-810-0762

Cheryl Sullivan

Cheryl Sullivan

Adviser

781-810-0754

781-622-3908

David Parker

David Parker

Adviser

781-810-0740 x2949

Emilia Lund

Emilia Lund

Adviser

781-966-2980

Erick G. Colon*

Erick G. Colon*

Financial Adviser

(781) 966-2977

Harvey Lazarus *

Harvey Lazarus *

Financial Adviser

(617) 765-7333

James Cote*

James Cote, MBA*

Financial Adviser

(781) 966-2983

781-622-3908

Jared Cacciagrani

Jared Cacciagrani

Adviser

781-966-2980

Jonathan Dunlea *

Jonathan Dunlea *

Financial Advisor

857-212-6137

781-622-3908

Joshua Burnham

Joshua Burnham

Financial Advisor

401-486-1084

781-622-3908

Nathan Fox*

Nathan Fox*

Financial Advisor

978-808-1586

Olivia Rood

Olivia Rood

Adviser

781.327.5071

Robert Nathan

Robert Nathan, CASL, LUTCF, CLU, ChFC

Financial Advisor

978-587-2864

Ryan Tydeman

Ryan Tydeman

Associate Advisor

201-697-7135

617-986-6119

Shannon O'Donnell

Shannon O'Donnell

Advisor

603-493-8431

781-622-3908

Vic Sinopoli

Vic Sinopoli

Adviser

781-966-2980

Will Gray

Will Gray

Adviser

781.966.2979

Braintree Office

Arlene Spence

Arlene Spence

Adviser

781-308-8914

Jacob Waldman*

Jacob Waldman*

Financial Adviser

781-966-2982

781-622-3908

Tim Ehlers

Tim Ehlers, RICP*

Financial Adviser

617-986-6100

Wakefield Office

Jeff Spencer*

Jeff Spencer*

Financial Advisor

781-966-3786

John Conte*

John Conte*

Financial Advisor

203-623-0358

Paul Adams, MBA*

Paul Adams, MBA*

Financial Advisor

781-738-4781

Raz Bracha*

Raz Bracha*

Financial Advisor

949-233-4275

781-622-3908