MSA Financial

Denise Del Monaco is a financial advisor at MSA Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. Outside of her advisory role, she assists with customer service and online sales for a wholesale restaurant provisions company offering home delivery. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm designs customized portfolios using fundamental and technical analysis and offers both discretionary and non-discretionary management along with specialized ERISA plan advisory services.

Ryan Zimmerman is a CFP® professional with 21 years of industry experience. He is currently with MSA Financial and has previously worked at Osaic Wealth, Securities America Advisors, Raymond James & Associates, and Deutsche Bank Securities. Outside of his advisory role, Zimmerman serves as an assistant coach for a youth basketball team and volunteers with the Boston Estate Planning Council. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and certain financial institutions. The firm constructs customized portfolios using fundamental and technical analysis, combining mutual funds, ETFs, and individual securities within a strategic asset-allocation framework that includes tactical rebalancing.

Robert Roy is a financial advisor at MSA Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc., Securities America, LLC, and Osaic Wealth, Inc. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm uses a strategic asset-allocation framework combined with fundamental and technical analysis to construct customized portfolios.

Brandon Roy is a CFP® with nine years of experience in the financial services industry. He has worked at MSA Financial since 2017 and previously held positions at Osaic Wealth, INC., Securities America Inc., and State Street Global Services. In addition to his advisory role, he is also an independent insurance agent. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm manages customized portfolios using fundamental and technical analysis within a strategic asset-allocation framework and offers both discretionary and non-discretionary portfolio management.

Paul Marino is a CFP® with 36 years of industry experience. He is affiliated with MSA Financial and has worked with firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Outside of advising, he operates an independent insurance agency and manages a single-member LLC involved in the registration and logistics of auto equipment. MSA Financial is a team firm serving individuals, trusts, estates, business entities, retirement plans, and certain financial institutions. The firm offers customized portfolio management and financial planning services using a strategic asset-allocation approach combined with fundamental and technical analysis.

Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.

Michael Cammarata is a CFP® with 21 years of industry experience, currently serving as an advisor at MSA Financial in Braintree, MA. He previously worked at Securities America, Inc. for 20 years and has been with Marino, Stram & Associates for over two decades. Outside of his advisory role, he is also a licensed independent insurance agent. MSA Financial is a team-based firm managing over $1.16 billion for approximately 1,300 clients. The firm provides customized portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions, utilizing both fundamental and technical analysis within a strategic asset-allocation framework.

Allison Leary is a financial advisor at MSA Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Securities America Inc. Outside of her advisory role, she is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with investment advisory, financial planning, and retirement-plan services. The firm uses a strategic asset-allocation approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.