Broker Check

Financial Professional Network

Albie Cote

Financial Professional

617-901-6855

alba.cote@cwmofnewengland.com

An accomplished Financial Services professional, Albie has over 17 years of serving clients as a financial service professional with Concord Wealth Management. Albie’s career and focus in her practice is in promoting seminars on...

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Alex Casella

Financial Professional

203-433-3415

alex@alexcasella.com

Alex began working in the financial services industry in 2009 and has developed a comprehensive understanding of insurance and financial services through his time working alongside successful advisors in the financial planning industry...

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Brian Santaniello

Financial Professional

413-537-4290

brian@alexcasella.com

Brian began working in the financial services industry in 1978 with American Mutual out of Wakefield, Ma. and has developed over the years a comprehensive book of business including business owners , CPA's and Lawyers. Outside of his...

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Donna Shelton-Monkus

Financial Professional

501-831-4441

Donna Shelton-Monkus created Simple Financial Solutions in fall of 2020 with a strong purpose; to simplify finances for hard-working individuals. She’s both the founder and CEO of this company that utilizes their simple stage...

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James Cote, MBA

Financial Professional

781-966-2983

jim.cote@cwmofnewengland.com

As a financial professional 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...

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Jeremy Wassermann

Financial Professional

480-703-8499

Jeremy joined the Concord Wealth Management in late 2019. Having previously been a broker with Mass Mutual while working with Rebecca Rice and Associates. Jeremy and his wife are also owners of Assisted Living Homes in Scottsdale...

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Paul Carag

Financial Professional

866-247-4861

Paul Carag is a life insurance producer who is a career agent with Concord Wealth Management, a member of the Million Dollar Round Table (MDRT) and owns an insurance brokerage firm with his wife Esther since 2009. They specialize in...

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Sam Russell

Financial Professional

702-985-2694

Sam recently joined Concord Wealth Management this year. His company, Integrated Risk Management Services (IRMS) specializes in life and disability insurance. He also holds licenses in property/casualty, commercial, and health- making...

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Scott Guldin

Financial Professional

724-590-5661

Scott joined Concord Wealth Management in 2020 and has been a Financial Professional since 2009, having previously worked as a Manager at UPS for 20 years. Scott works with small package transportation management sort out their financial...

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Stephen Chaput

Financial Professional

978-866-3262

Stephen D. Chaput is a retired Deputy Chief of Police from the Dracut Police Department where he worked from 1987-2021. Stephen was a member and served as Commander of NEMLEC SWAT and Regional Response Team. He responded to 2...

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