Susan Callery Rossini, CFP®
Senior Client Advisor
Senior Vice President
Locations: Serving Billerica along with all communities where we do business.
Patrick Connerty, MSF
Senior Financial Advisor
Senior Vice President
Locations: Serving the communities of Nashua, Hudson, Derry, and Londonderry along with all communities where we do business.
Rachelle Packard, CTFA, CFP®
Senior Financial Advisor
Senior Vice President
Locations: Serving Methuen, Lawrence, Andover, Tewksbury, and North Andover along with all communities where we do business.
Daniel Burke, JD
Senior Financial Advisor
Senior Vice President
Locations: Serving Lowell, Chelmsford, and Tyngsboro, along with all communities where we do business.
Fatima Delgado
Senior Financial Advisor
Senior Vice President
Locations: Serving Dracut, Windham, Salem, Pelham, along with all communities where we do business.
Debbie Avery, MBA
Senior Financial Advisor
Senior Vice President
Locations: Serving Acton, Fitchburg, Lexington, Leominster, and Westford, along with all communities where we do business.
Robert T. Leonard, CFA
Associate Director Portfolio Management
Senior Vice President
Michael Young
Senior Portfolio Manager
Vice President
Charles O'Malley, MSc
Senior Portfolio Manager
Vice President
Locations: Serving all the communities where we do business.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.