Winthrop Wealth

Andrew Murphy is a CFA® charterholder with eight years of industry experience. He has worked at Winthrop Advisory Group LLC since 2018 and previously held roles at LPL Financial, LLC and Shepherd Financial Partners. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach using strategic asset allocation, a combination of passive and active funds, and a structured process for portfolio construction and monitoring.

Lucas Winthrop is a financial advisor with Winthrop Wealth in Boston, MA, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial and Winthrop Advisory Group, LLC. Outside of his advisory role, he is involved with Cirque Holdings LLC, a business entity for tax and investment purposes. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach using strategic asset allocation and a combination of passive and active funds, serving a diverse client base that includes high-net-worth individuals, trusts, pension plans, and charitable organizations.

Robert Zola is a financial advisor at Winthrop Wealth with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Winthrop Advisory Group, LLC in 2017, he worked at LPL Financial from 2016 to 2024. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm employs a prudence-oriented, long-term investment philosophy that combines strategic asset allocation with a mix of passive and active funds.

Peter Jaworski is a CFP® and ChFC® with 26 years of industry experience. He is currently a financial advisor at Winthrop Wealth and also serves as President and CEO of Financial Planning Strategies, LLC. His prior experience includes 18 years with LPL Financial. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach that combines strategic asset allocation with both passive and active funds, serving a diverse client base including high-net-worth individuals, trusts, pension plans, and charitable organizations.

Jonathan Hunter is a financial advisor with Winthrop Wealth in Boston, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at John Hancock and LPL Financial. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach that combines passive and active funds with strategic asset allocation and ongoing portfolio monitoring.

Francesca Lanza is a financial advisor at Winthrop Wealth with three years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC and Eaton Vance. Outside of finance, her background includes roles at Wahlburgers and Travelex. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm employs a prudence-oriented, long-term investment approach that combines strategic asset allocation with both passive and active funds and offers services to clients with varying levels of discretion.

Matthew Mc Grath is a CFA® charterholder based in Boston, MA, currently with Winthrop Wealth. He has six years of prior experience at One Digital (formerly Time Scale Financial) and three years at SS&C Technologies. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach utilizing strategic asset allocation, a combination of passive and active funds, and ongoing portfolio monitoring.

Edward Burke is a CFA® charterholder with 29 years of industry experience. He has worked at Winthrop Advisory Group, LLC since 2017 and previously spent 27 years with LPL Financial LLC. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach that combines strategic asset allocation with passive and active funds, serving a diverse client base including high-net-worth individuals, trusts, pension plans, and charitable organizations.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously led Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC in 2025. Mercer holds Series 63 and Series 65 licenses. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach that combines strategic asset allocation with both passive and active funds, serving a diverse client base that includes high-net-worth individuals, trusts, pension plans, and charitable organizations.

Kenneth Dean is a CFP® and CFA® with 17 years of industry experience. He has worked at Winthrop Advisory Group LLC since 2018 and previously held roles at LPL Financial LLC and Peak Financial Management Inc. In addition to his advisory work, Dean operates a tax preparation and accounting business. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm follows a prudence-oriented, long-term investment approach that combines strategic asset allocation with both passive and active funds.

Sean Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial LLC and Reliance Standard. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach that combines strategic asset allocation with both passive and active funds, serving a diverse client base including high-net-worth individuals, trusts, pension plans, and charitable organizations.

David Moretsky is a CFP® and ChFC® with 25 years of industry experience. He is a founding partner and financial advisor at Keel Financial Partners and is currently affiliated with Winthrop Wealth. His prior experience includes roles at LPL Financial LLC and Private Advisor Group, LLC. Moretsky is also involved with Crump Life Insurance Services, Inc. as a non-variable insurance producer. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a long-term, prudence-oriented investment approach that combines strategic asset allocation with both passive and active funds, and offers services including third-party manager recommendations and both discretionary and non-discretionary account management.

Daniel Castle is a CFP® and ChFC® with 21 years of industry experience. He is currently with Winthrop Wealth and has prior experience at Highland Capital Brokerage and LPL Financial. Castle is also active as a non-variable insurance producer. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach utilizing strategic asset allocation, a mix of passive and active funds, and ongoing portfolio monitoring.

Harvey Slaughter is a financial advisor at Winthrop Wealth with nine years of industry experience. He holds the Series 65 designation and has previously worked at Merrill Lynch, Via Global Advisors LLC, Schechter Investment Advisors, and LPL Financial. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach that incorporates strategic asset allocation and a combination of passive and active funds.

Earl Winthrop is a financial advisor at Winthrop Wealth with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial for 31 years before joining Winthrop Investment Management and related firms. Outside of his advisory work, he manages Big Earl, LLC, a family investment and estate planning entity. Winthrop Wealth provides wealth management, investment management, financial planning, and ERISA retirement-plan services to individual and institutional clients. The firm employs a prudence-oriented, long-term investment approach that combines strategic asset allocation with both passive and active funds and offers discretionary and non-discretionary account management.