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Top 30 financial advisors of 43 near 01585
Out of 400,000+ nationwide
Dennis A
Series 66
Auburn, MA
Edward Jones
Cara H
Series 66
Charlton, MA
Edward Jones
Hunter B
ChFC®, Series 66
Palmer, MA
Edward Jones
Trevor N
ChFC®, Series 66
Sturbridge, MA
Edward Jones
Christina L
Series 66
Sturbridge, MA
Merrill
Christina Lafortune is a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. Since joining the firm in 2011, she has provided financial guidance to a diverse range of clients including non-profits, business owners, executives, and families. Christina co-leads The Smith-LaFortune Group, focusing on investment management, retirement planning, insurance solutions, banking services, and customized wealth preservation strategies. Christina holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University. Beyond her professional role, Christina is involved with community organizations such as the Girl Scouts of Central and Western Massachusetts, Habitat for Humanity, and the Worcester County Food Bank. She resides in Sturbridge, Massachusetts with her husband and children and maintains personal interests in boating, camping, cooking, gardening, hiking, pottery, traveling, yoga, and spending time with family.
Jeffrey W
Series 63, Series 66
Brookfield, MA
Wexler Financial Group
John E
CFP®, Series 63, Series 65
West Brookfield, MA
Able Financial Planning, Inc.
Joseph S
CFA®
Jefferson, MA
Beantown Financial Advisors LLC
Lindsey A
Series 65
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Dennis M
CFP®, Series 63
Sturbridge, MA
McCurdy & Andrew Investments, LLC
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Top 30 financial advisors of 43 near 01585
Out of 400,000+ nationwide