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Robert Caron

Advisor at Mai Capital Management, LLC

Updated today
Mai Capital Management, LLC logo

Firm

Mai Capital Management, LLC

Location

Bedford, NH

Credentials

Series 63, Series 66

Industry experience

31 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Due diligence/research

Fee options

Fixed

Annual retainer fees may be charged for financial planning, tax, bill-pay, and related wealth management services; specific amounts not stated

Percentage

$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: 0.80%

Project-based

Fees may be charged hourly for certain services; specific rates not stated

Performance-based

Performance-based fees charged for certain private funds as listed in Item 6; specific rates not stated

Other

Account minimum: $500,000 suggested minimum for investment management accounts; lower minimums may be accepted for wealth management clients; $1,000,000 net worth and $150,000 income suggested for full-service wealth management and investment management services

Work history

MAI Capital Management, LLC

2016 - Present (10 years)

TIAA-Cref Individual & Institutional Services, LLC

2016 - 2016 (1 year)

Tiaa

2016 - 2016 (1 year)

Unemployed

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Inna R

CFP®

Windham, NH

Sunflower Financial Planning, LLC

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

General retirement planning Gen X (Born 1965-1980) Single Women

Thomas D

Series 66

Bedford, NH

Fidelity

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Wealth management

Sahar S

Series 63, Series 65

Dunbarton, NH

Fidelity

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, she partners with clients and their families to develop comprehensive financial plans that align with their short and long-term goals. She provides financial education and guidance to help clients feel confident in their financial future. Prior to her current position, Sahar worked as a Premier Advisor at Citizens Bank from 2019 to 2021 and served as a Licensed Banker at Citizens Bank from 2017 to 2019. Her experience spans various aspects of financial consulting and banking. Outside of her professional work, Sahar enjoys cooking and baking, participating in family activities, outdoor adventures, scuba diving, and traveling.

General retirement planning Income planning Cash flow / budgeting Debt management

Baban B

Series 63, Series 66

Merrimack, NH

Fidelity

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning

Sarah A

Series 63, Series 66

Manchester, NH

Fidelity

Sarah Akel is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. In her current role, Sarah partners with individuals, families, and business owners to develop and maintain financial plans that adapt to their changing goals and circumstances. Her approach emphasizes creating confidence and peace of mind for both short and long term financial objectives. Sarah holds an Arkansas Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, music, snowboarding, and yoga.

Wealth management

John D

Series 63, Series 66

Manchester, NH

Fidelity

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Wealth management Multi-generational wealth transfer General estate planning guidance
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