Advisors at this firm
Scott F
Series 66
Wakefield, MA
Flagship Wealth Advisors, LLC.
Scott Facchetti is a Series 66 licensed financial advisor with 24 years of industry experience. He is a partner at Facchetti & Facchetti, Ltd., where he provides tax advice, accounting, payroll, bookkeeping, and business consulting services. Facchetti has held positions at Royal Alliance Associates and Advest, Inc. He is currently an investment advisor at Flagship Wealth Advisors, LLC. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a long-term investment approach focused on mutual funds and ETFs, using both advisor-managed and model portfolio programs.
Paul R
CFP®, Series 63, Series 65
Wakefield, MA
Flagship Wealth Advisors, LLC.
Paul Ryan is a CFP® professional with 37 years of experience in the financial services industry. He has been with Flagship Wealth Advisors, LLC since 2016 and previously worked at Watermill Advisery Service, Inc., Flagship Financial Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he owns a traditional insurance business focusing on fixed life and long-term care insurance and serves as a notary public. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio programs.
Donald J
Series 63
Wakefield, MA
Flagship Wealth Advisors, LLC.
Donald Joyal is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been affiliated with Royal Alliance Associates, Inc. since 2001. Outside of his advisory role, he is involved in entertainment capital management and owns several insurance-related businesses focused on life, nursing home, and home healthcare insurance. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a long-term investment approach emphasizing mutual funds and ETFs, with regular portfolio reviews and a focus on customized asset allocation.
Richard J
Series 63
Wakefield, MA
Flagship Wealth Advisors, LLC.
Richard Joyal is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 designation and eight years of industry experience. He has been involved with Joyal Capital Management since 2000 and Seacost, L.P. since 1996. Outside of advisory work, he is principal of Joyal Insurance Agency, which provides insurance sales and estate planning services. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and a combination of advisor-managed and model portfolio programs.
Stephen S
Series 63
Wakefield, MA
Flagship Wealth Advisors, LLC.
Stephen Stabile is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 license and bringing 31 years of industry experience. He has been associated with Royal Alliance Associates since 2003. Outside of his advisory role, he serves as a trustee for an irrevocable life insurance trust for a family member. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a long-term investment approach using advisor-managed and model portfolio programs, with an emphasis on mutual funds and ETFs.
Susan B
Series 66
Wakefield, MA
Flagship Wealth Advisors, LLC.
Susan Big is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She has been affiliated with Royal Alliance Associates since 2007 and serves as an investment advisory representative at Flagship Wealth Advisors. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio options.
Barbara R
Series 66
West Chatham, MA
Flagship Wealth Advisors, LLC.
Barbara Reed is an investment advisor with Flagship Wealth Advisors, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at OSAIC since 2010 and has operated Reed Financial Group since 2009. Outside of her advisory role, Reed serves as a board member of The Chatham Music Club, a nonprofit organization that promotes classical music performances and provides scholarships for students. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and a comprehensive investment approach incorporating both advisor-managed and model portfolios.