MEET OUR TEAM
WE ARE HERE FOR YOU
BHWA EXECUTIVE TEAM
MATTHEW DAVIS
CEO, BOSTON HARBOR WEALTH ADVISORS / FINANCIAL ADVISOR, RAYMOND JAMESAAMS®
RYAN HENDRICKSON
PRESIDENT, BOSTON HARBOR WEALTH ADVISORS / FINANCIAL ADVISOR, RAYMOND JAMESCRPC®, APMA®
HALLIE HICKS
CHIEF OPERATING OFFICER, BOSTON HARBOR WEALTH ADVISORS REGISTERED CLIENT SERVICE ASSOCIATE, RAYMOND JAMES
SAMUEL CHAMBERLAIN
EXECUTIVE VICE PRESIDENT, BOSTON HARBOR WEALTH ADVISORS / FINANCIAL ADVISOR, RAYMOND JAMESAPMA®, AIF®
BRUCE TOBIN, JR.
EXECUTIVE VICE PRESIDENT, BOSTON HARBOR WEALTH ADVISORS / FINANCIAL ADVISOR, RAYMOND JAMESCRPC®
BHWA TEAM OF ADVISORS
AllWESTBOROUGH, MABEVERLY, MAWALPOLE, MAMANSFIELD, MAPITTSFIELD, MAPLYMOUTH, MABEDFORD, NHCLEVELAND, OHCOLUMBUS, OHCINCINNATI, OH
MATTHEW DAVIS
CEO, BOSTON HARBOR WEALTH ADVISORS / FINANCIAL ADVISOR, RAYMOND JAMESAAMS®
RYAN HENDRICKSON
PRESIDENT, BOSTON HARBOR WEALTH ADVISORS / FINANCIAL ADVISOR, RAYMOND JAMESCRPC®, APMA®
SAMUEL CHAMBERLAIN
EXECUTIVE VICE PRESIDENT, BOSTON HARBOR WEALTH ADVISORS / FINANCIAL ADVISOR, RAYMOND JAMESAPMA®, AIF®
BRUCE TOBIN, JR.
EXECUTIVE VICE PRESIDENT, BOSTON HARBOR WEALTH ADVISORS / FINANCIAL ADVISOR, RAYMOND JAMESCRPC®
ELISSA FOLEY
FINANCIAL ADVISOR
KELSEA YESKEVICZ
CLIENT RELATIONSHIP MANAGER
MONTOYA KIM
FINANCIAL ADVISORCFA
DONALD M. ROY
SENIOR VICE PRESIDENT, BOSTON HARBOR WEALTH ADVISORS FINANCIAL ADVISOR, RAYMOND JAMESCFP®, AIF®
STEVEN LEVITSKY
FINANCIAL ADVISORAAMS®
RICH ELMAN
INVESTMENT EXECUTIVE
SEAN MCCANN
FINANCIAL ADVISORCFP®, AIF®, ChFC®, CLU®, CDFA®
THOMAS M. BURGER
REP. IN CHARGECFP®, CLU®
FRED SHUSTER
REGISTERED PRINCIPAL, RJFS CEO, NEWBURY INVESTMENT PARTNERSCIMA®
MICHAEL C. HULETT
MANAGING DIRECTOR, BOSTON HARBOR WEALTH ADVISORS FINANCIAL ADVISOR, RAYMOND JAMES
JOHN SMITH
MANAGING DIRECTOR, BOSTON HARBOR WEALTH ADVISORS FINANCIAL ADVISOR, RAYMOND JAMES
JOHN DONARUMA
MANAGING DIRECTOR, BOSTON HARBOR WEALTH ADVISORS FIANCIAL ADVISOR, RAYMOND JAMES
SHAUN PATTERSON
Managing Director, Patterson, Turner & Assoc. FINANCIAL ADVISOR, RJFSCFP®
SCOTT TURNER
Managing Director, Patterson, Turner & Assoc.; FINANCIAL ADVISOR, RJFS
JOHN GRECO
FINANCIAL ADVISOR
BOB ZAREMBA
FINANCIAL ADVISOR
BRIAN HERALD
FINANCIAL ADVISOR
DAVID WILLIAMS
MANAGING DIRECTOR, ZOSH WILLIAMS ASSET MANAGEMENT GROUP FINANCIAL ADVISOR, RJFSAAMS®
JAN WILLIAMS
WEALTH ADVISOR
DENNIS OLTORIK
APMA – FINANCIAL ADVISOR, PARTNER LIBERTAS FINANCIAL GROUP
RYAN OLTORIK
CFP – FINANCIAL ADVISOR, PARTNER LIBERTAS FINANCIAL GROUP
JOHN GEFFERT
FINANCIAL ADVISOR
GENE CRACIUN
FINANCIAL ADVISORAIF®, CKP
MICHAEL CIANCIOLA
FINANCIAL ADVISORAAMS®
BRIAN M. MARINO
FINANCIAL ADVISORChSNC, CLU
MATT MARASCH
FINANCIAL ADVISOR
TIMOTHY R. MARTIN
FINANCIAL ADVISOR
JEANNE HAGAR
FINANCIAL ADVISORRFC®, CLTC®, LUTCF®, CRPC®
PAULA WALCZYK
FINANCIAL ADVISOR
DAVID GOLDSTEIN
FINANCIAL ADVISOR
LEE ANN FATALO
FINANCIAL ADVISOR, FINANCIAL PLANNER
MARK LESSNER
FINANCIAL ADVISORCFP®
DAVID LESSNER
FINANCIAL ADVISOR
DAVE WOOD
FINANCIAL ADVISOR
JOHNATHAN C. BREEN
FINANCIAL ADVISORJ.D, CFP®
TOM BRUSSARD
FINANCIAL ADVISOR
BENJAMIN P. DODGE
FINANCIAL ADVISORBHWA CLIENT SERVICES TEAM
AllWESTBOROUGH, MACOLUMBUS, OHBEDFORD, NHPLYMOUTH, MAMANSFIELD, MAWALPOLE, MABEVERLY, MACINCINNATI, OH
HALLIE HICKS
CHIEF OPERATING OFFICER, BOSTON HARBOR WEALTH ADVISORS REGISTERED CLIENT SERVICE ASSOCIATE, RAYMOND JAMES ELISSA FOLEY
FINANCIAL ADVISOR KELSEA YESKEVICZ
CLIENT RELATIONSHIP MANAGER
JAMIE SKAGGS
PARAPLANNER
KELSEY KAPULKA
REGISTERED CLIENT SERVICE ASSOCIATE
SHANNON DONOVAN
ADMINISTRATIVE ASSISTANT
SUZI WAGNER
REGISTERED CLIENT SERVICE ASSOCIATE
TERI EDGEMON
REGISTERED PRACTICE MANAGER
SAMANTHA MILLER
CLIENT SERVICE MANAGER
THERESA COLLADO
OFFICE MANAGER
SUSAN SCHIEDING
OFFICE MANAGER
CHYNNA WHITE
ADMINISTRATIVE ASSISTANT
KRISTIN WECH
CLIENT SERVICES MANAGER
TIM HANNON
CLIENT RELATIONSHIP MANAGER
KRISTIN MILLAN
REGISTERED CLIENT SERVICE ASSOCIATE
EMILY LUSSIER
EXECUTIVE ASSISTANTBHWA OPERATIONS TEAM
HALLIE HICKS
CHIEF OPERATING OFFICER, BOSTON HARBOR WEALTH ADVISORS REGISTERED CLIENT SERVICE ASSOCIATE, RAYMOND JAMES
ELIZABETH WHALEN
DIRECTOR OF FINANCE, BOSTON HARBOR WEALTH ADVISORS BRANCH ASSOCIATE, RJFSCONTACT US
Independence. It sounds, great but is it really that easy? Whether you’re an employee advisor or you have been running your business for years, there is a lot of responsibility. We are here to provide solutions to reduce the time and energy that is required of today’s business owners.