Virginia Aaron

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Virginia Aaron

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Senior Vice President, Senior Wealth Manager

Boston, MA

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Boston, MA

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Virginia Aaron

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Ben Hamblen

Senior Vice President, Senior Wealth Manager

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Brian Appel, CFP^®, ChFC^®

Director, Senior Wealth Advisor, Market Lead

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He has a passion for helping people accomplish their goals by leveraging his deep, wide-ranging wealth management experience.

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Jerry Nigro

Director, Senior Wealth Manager

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Jerry is focused on relationship building and believes that being at a firm that provides solutions for the present and future is invaluable when it comes to walking through life with a client.

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Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

Virginia Aaron

Virginia Aaron

Meet the Rest of the Boston, MA team

Ben Hamblen

Brian Appel, CFP®, ChFC®

Professional Focus

Jerry Nigro

Professional Focus

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Brian Appel, CFP^®, ChFC^®