Seven Bridges Wealth Advisors

Seven Bridges Wealth Advisors is a team that works to build trust with clients through a collaborative advisory experience. Our clients' interests are our highest mission.

We create a family-focused client experience with personal attention. We are committed to excellence and integrity in all that we do.

Our purpose is to simplify life while promoting physical, emotional and financial well-being for our clients, our families and our team.


Advisors

David Mazzetti

David Mazzetti

CFP®, CRPC®

Private Wealth Advisor

Chief Financial Officer of Seven Bridges Wealth Advisors
Visit David Mazzetti's website
Kerry Phelan

Kerry Phelan

MBA, CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kerry Phelan's website
Jason Burt

Jason Burt

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jason Burt's website
Matthew Meddaugh

Matthew Meddaugh

Financial Advisor

Visit Matthew Meddaugh's website
Andrew Buscetto

Andrew Buscetto

Financial Advisor

Visit Andrew Buscetto's website
Armando Merino

Armando Merino

CFP®, APMA®

Financial Advisor

Visit Armando Merino's website
Jennifer Paolicelli

Jennifer Paolicelli

Financial Advisor

Managing Partner
Visit Jennifer Paolicelli's website

Team

Nancy Lischinsky

Nancy Lischinsky

Client Concierge

Christine Flinn

Christine Flinn

Client Concierge,

Chief Operating Officer
Tyler Bates

Tyler Bates

Client Concierge

Jessica Bell

Jessica Bell

Client Concierge,

Investment Manager
Kelly Lappan

Kelly Lappan

Client Concierge

Scott Montenero

Scott Montenero

Client Concierge

Lucy McCann

Lucy McCann

Client Service Manager

John W. Mazzetti

John W. Mazzetti

Marketing Manager

Paul Montenero

Paul Montenero

Client Concierge