PUREfi Wealth, LLC

George Ferrel is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Bank and Trust Company, and First Citizens Bank. Outside of advising, he is an investor in Wooden Leg LLC, which operates the Nautilus restaurants in Boston and Nantucket. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a mix of active and passive strategies with ESG screening and derivative instruments, and participates in the Dynasty network to offer access to separately managed accounts and unified managed accounts.

William Nichols is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Cantor Fitzgerald & Co. Nichols serves on the board of Kingston Healthcare, a healthcare organization based in Toledo, Ohio. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm builds individualized portfolios using a combination of active and passive strategies, ESG screening, and derivative instruments, and is known for its participation in the Dynasty network and use of specialized order-management tools for held-away workplace accounts.

Charles Corkery is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as a financial advisor at PUREfi Wealth, LLC, joining the firm in 2023 after roles at Morgan Stanley, SVB Wealth LLC, and Boston Private Wealth LLC. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for around 81 clients, providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a tailored approach combining fundamental and technical analysis, ESG screening, and a mix of active and passive strategies, with a notable use of derivatives and specialized order-management for held-away workplace accounts.

Sandy Galuppo is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, NA, and Svb Wealth LLC. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a blend of active and passive strategies across various asset classes and incorporates ESG screening, derivatives, and specialized order-management tools in its portfolio management.

Paul Simons is a financial advisor at PUREfi Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth Advisory, Silicon Valley Bank, Boston Private Wealth, and Seaport Global Holdings. Outside of his advisory role, he serves as an advisor for Centsai Inc, focusing on financial education and literacy. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for individuals, trusts, retirement plans, and business entities. The firm employs a tailored investment approach incorporating asset allocation, fundamental and technical analysis, ESG screening, and a combination of active and passive strategies across multiple asset classes, including the use of derivatives and specialized order-management processes.

Nicole Bogert is a financial advisor with PUREfi Wealth, LLC in Boston, MA. She holds a Series 65 designation and has been with PUREfi Wealth since 2023. Prior to her advisory role, she worked in wealth management at SVB Wealth, LLC and Boston Private Wealth, LLC, and has experience in other industries including managing a salon business. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients. The firm provides investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities, employing a combination of active and passive strategies along with ESG screening, derivatives, and specialized management of held-away accounts.

Christopher Roy is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding Series 65 and Series 66 licenses. He has over a decade of experience in the financial industry, with prior roles at Acadiance, BNY Mellon, Boston Private Wealth LLC, and Windrose Advisors, LLC. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a range of strategies including ESG screening, active and passive management, and derivatives within separately managed accounts, supported by participation in the Dynasty network and specialized order-management processes for held-away accounts.

Timothy Jones is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining PUREfi Wealth in 2024. He holds the Series 63 and Series 65 designations. PUREfi Wealth, LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages approximately $262 million for about 81 clients, employing a range of strategies including asset allocation, fundamental and technical analysis, ESG screening, and the use of derivatives within separately managed accounts.