Our advisors

Our team

Margaret Murphy

Margaret Murphy

Business Development Director

Qualifications

  • Bachelor of Science; Salem State University, Salem, MA
  • Certified Financial Planner (CFP®)
  • Accredited Portfolio Management Advisor (APMA®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Certification in Long-Term Care (CLTC®)
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Cindy Antos

Cindy Antos

Operations Director

Qualifications

  • Bachelor of Science; Human Resource Management; Rider University, Lawrenceville, NJ
  • Master of Education; Instructional Design; University of Massachusetts, Boston, MA
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Jenell McLaughlin

Jenell McLaughlin

Client Concierge