City Square Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Kevin Connors, Private Wealth Advisor serving the Charlestown, MA area - Ameriprise Advisors

Kevin Connors

CFP®

Private Wealth Advisor

Managing Partner of City Square Wealth Management
Visit Kevin Connors's website
Matthew Antonellis, Financial Advisor serving the Charlestown, MA area - Ameriprise Advisors

Matthew Antonellis

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew Antonellis's website
Courtney Dunnells, Financial Advisor serving the Charlestown, MA area - Ameriprise Advisors

Courtney Dunnells

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Courtney Dunnells's website

Team

Meghan Cruz

Meghan Cruz

Client Service Manager,

Operations Manager

Qualifications

  • Series 7
  • Series 66
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Timothy McCoole

Timothy McCoole

Client Service Specialist

Roles & Responsibilities

  • Tim will be responsible for preparing and summarizing client meetings, assisting with ongoing client service and necessary follow-up, and developing and implementing plans.
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Marley Medina

Marley Medina

Administrative Assistant

Marc Dangora

Client Service Specialist