Byrne Financial Freedom, LLC

Christopher Byrne is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 designations and nine years of industry experience. His career includes roles at The Vanguard Group and a period of self-employment before returning to Byrne Financial Freedom, where he has worked since 2011. Byrne Financial Freedom is a six-advisor team providing comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach using low-cost mutual funds, ETFs, and selected individual securities, with ongoing portfolio monitoring, tax management, and access to independent managers.

Ryan Mc Cormick is a financial advisor at Byrne Financial Freedom, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has worked at firms including LPL Financial, Gibraltar Wealth Management, Boenning & Scattergood, and The Vanguard Group. Prior to his financial career, he held various roles in retail and hospitality. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm focuses on long-term fundamental analysis and constructs portfolios using low-cost mutual funds, ETFs, and individual securities, while also employing structured notes and hedging strategies.

Joseph Byrne is a financial advisor with Byrne Financial Freedom, LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Byrne Financial Freedom since 2006 and also maintains an affiliation with LPL Financial. Outside of advising, Byrne serves as a Notary Public in Massachusetts. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, constructing portfolios using low-cost mutual funds, ETFs, and, when suitable, individual securities, while offering ongoing portfolio monitoring, tax management, and access to a range of specialized resources.

Jessica Beckett is a Series 66-licensed financial advisor with Byrne Financial Freedom, LLC, based in Fort Myers, FL, and has six years of industry experience. She has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services, LLC before joining Byrne Financial Freedom and LPL Financial in 2022. Jessica also serves as a notary in a limited capacity alongside her advisory work. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, utilizing low-cost mutual funds, ETFs, and, when appropriate, individual securities, while also offering discretionary portfolio management and access to advanced reporting platforms.

James Walsh is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Byrne Financial Freedom and LPL Financial LLC since 2007. Byrne Financial provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach using low-cost mutual funds, ETFs, and individual securities when appropriate, along with ongoing portfolio monitoring, rebalancing, and tax management.

Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.