Socially Conscious Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Socially Conscious Wealth Management
Team photo for Socially Conscious Wealth Management

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Advisors

Douglas Calnan

Financial Advisor

Managing Director
Visit Douglas Calnan's website

Amy Mohan

CFP®

Associate Advisor

Visit Amy Mohan's website


Team

Heather Floridia

Heather Floridia

Client Service Specialist

Marianne Sheppard

Marianne Sheppard

Registered Operations Leader