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Top 30 financial advisors of 739 near 01569
Out of 400,000+ nationwide
Sean H
Series 66
Sherborn, MA
Edward Jones
Dennis A
Series 66
Auburn, MA
Edward Jones
Patrick H
Series 66
North Smithfield, RI
Edward Jones
Mark F
Series 66
Hopkinton, MA
Edward Jones
Kevin J
Series 66
Franklin, MA
Edward Jones
Thomas C
Series 66
Cumberland, RI
Merrill
Thomas Curry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Thomas brings expertise in college education planning, philanthropic planning, retirement income strategies, portfolio management, and financial services tailored for businesses, retirees, executives, and nonprofit organizations. Thomas earned a Bachelor of Science in Finance from the University of Rhode Island and a Master of Business Administration with a finance concentration from Bryant College. His approach emphasizes understanding clients’ life priorities to develop personalized financial strategies aligned with their goals and aspirations. Beyond his advisory role, Thomas is active in his community, serving as an assistant coach for youth hockey and as Vice President of the World War 2 Foundation, a nonprofit organization dedicated to preserving the histories of World War II veterans and survivors. He also supports his children’s sports activities and enjoys cooking, ice hockey, ice skating, and traveling.
Edy P
Series 66
Lincoln, RI
Merrill
Edy Pineda Solorzano is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Edy focuses on providing comprehensive wealth management planning tailored to clients’ unique ambitions, helping them pursue goals such as funding education, planning for retirement and healthcare costs, and creating strategies designed to meet long-term family objectives. Edy works closely with clients to bring clarity and transparency to the complexities of investing and wealth planning. Edy’s expertise includes college education planning, corporate and employee benefits, executive services, divorce transition planning, and institutional investment consulting. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Edy earned a Bachelor's Degree from Florida International University and communicates fluently in both Spanish and English. In addition to his professional commitments, Edy is involved with several organizations such as ASPPA Benefits Council of Atlanta, Child Development Association, Junior Achievement Hispanic Outreach Program, and the Pension Education Council of Atlanta. His community involvement includes volunteering with Big Brother Big Sister, Meals by Grace, and United Way. Outside of work, Edy enjoys cooking, dancing, golfing, horseback riding, tennis, and spending time with his family.
Deidre P
Series 63, Series 66
Cumberland, RI
Merrill
Deidre Piers is an International Wealth Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001, bringing over two decades of experience in guiding a select group of wealthy families through goals-based wealth management. Deidre emphasizes building personal relationships with her clients to better understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Deidre holds a Bachelor's degree in Economics from Boston University and earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in 2010. Fluent in English and Spanish, she utilizes Merrill's investment resources and the banking strength of Bank of America to deliver bespoke strategies aligned with her clients’ aspirations and risk profiles. Her approach focuses on helping clients navigate complex market environments while maintaining financial health and achieving long-term goals. Deidre values relationships grounded in integrity, respect, and understanding, and is committed to supporting her clients through both prosperous and challenging times.
Robert W
Series 63, Series 66
Lincoln, RI
Merrill
Robert White is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Boston, MA, where he has served since 2011. He specializes in providing multi-generational wealth management to established families and corporate entities, with a focus on holistic financial strategies for individuals as well as tailored planning for non-profits, planned giving, women, and lifestyle protection. Robert collaborates closely with his clients to develop personalized financial strategies that align with their long-term goals. With over two decades of financial services experience, Robert’s career includes roles at Morgan Stanley Smith Barney and Massachusetts Financial Services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and maintains several FINRA registrations, including Series 7, 52, 63, 65, and 31. His educational background includes a Bachelor of Science in Business Administration with a concentration in Finance and International Business from Bowling Green State University. Robert is active in his community and supports cultural and educational organizations such as the Museum of Fine Arts Boston and Raising a Reader Massachusetts. He has been recognized with the Presidential Volunteer Award from the President of the United States. Outside of work, his personal interests include drawing, fishing, gardening, hiking, music, painting, photography, reading, traveling, and spending time with his family.
Mirna S
Series 63, Series 66
Providence, RI
Merrill
Mirna Succari is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings expertise in estate planning and elder law to her role, complementing her advisory work within the firm. Mirna is an attorney specializing in estate planning and elder law. She is part of a family engaged in the financial and legal services fields and raises two children with her husband. Her professional credentials include designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Further educational background includes a Bachelor's degree from the University of Maryland, Baltimore County.
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Top 30 financial advisors of 739 near 01569
Out of 400,000+ nationwide