David Wendell Associates, Inc.

Reid Smith is a CFA® charterholder with 18 years of industry experience. He is currently with R.M. Davis, Inc. and previously worked at David Wendell Associates, Inc. for nine years. Outside of his advisory role, he serves as a director of Borden Mining Co., a company involved in land leasing and mining royalties. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm focuses on long-term equity ownership and selective fixed-income investments through fundamental analysis and proprietary screening, offering customized portfolio management with regular written reviews.

William Mitchell is a financial advisor at David Wendell Associates, Inc. with 43 years of industry experience. He has been with the firm since 2011 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee on an irrevocable trust held at U.S. Trust in Boston, a position he has held since 1994. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income holdings, using fundamental analysis, proprietary statistical screening, and outside bond consultants to customize portfolios that are reviewed quarterly with written communications.

Neil Bleicken is a financial advisor at David Wendell Associates, Inc. with 11 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Capital Management Inc. from 2015 to 2016. Outside of his advisory role, he serves as the treasurer of The New Burgh Club, a small social club in Newburyport, Massachusetts. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income investments using fundamental analysis and a proprietary statistical screening process, managing customized portfolios with regular reviews and written client communications.

Timothy Reardon is a financial advisor at David Wendell Associates, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Welch & Forbes and Aureus Asset Management. David Wendell Associates, Inc. is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. The firm emphasizes long-term equity ownership and selective fixed-income investments through fundamental analysis, proprietary screening, and customized portfolios, managing approximately $1.34 billion in assets across five advisors.

Karen Wendell is a Series 65-licensed financial advisor with 25 years of experience at David Wendell Associates, Inc., where she has worked since 1995. The firm is a fee-only independent investment adviser serving individuals, families, high-net-worth clients, trusts, retirement accounts, charitable organizations, businesses, and institutional clients. David Wendell Associates emphasizes long-term equity ownership and selective fixed-income investments, using fundamental analysis, proprietary statistical screening, and customized portfolios reviewed quarterly. The firm manages approximately $1.34 billion in assets across five advisors and maintains ongoing consulting relationships with institutional clients.