Clint helps Financial Professionals breakaway from the traditional agency environment and private label their practice so that they have the freedom to build a business that they own. The game of Financial Planning has changed and...
Cara Sullivan Drew is a Vice President and Financial Professional 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...
Cassie recently joined the Concord Wealth Management team, filling the role of Marketing Specialist. Cassie spent the first 1.5 years of her career as a Catering Sales Manager for Aramark Corporation at Fenway Park. During this tenure,...
Erick G. Colon joined Concord Wealth Management in 2014 as a Financial Advisor, having previously worked with ING Financial Partners in Boston. Erick graduated from the University of Massachusetts Lowell with a B.S. degree in Finance...
New Business Specialist