Our Wealth Team

Patrick Connerty, MSF

Senior Financial Advisor & Strategy Analyst 
Senior Vice President

Locations: Serving the communities of Nashua, Hudson, and Derry along with all communities where we do business.

978-656-5615

Susan Callery Rossini, CFP®

Senior Client Advisor
Senior Vice President 

Locations: Billerica, Chelmsford, and Tyngsborough

978-656-5535

Rachelle Packard, CTFA, CFP®

Senior Financial Advisor
Senior Vice President

Locations: Methuen, Lawrence, Andover, and North Andover

978-656-5629

Daniel Burke, JD

Senior Financial Advisor
Senior Vice President

 

Locations: Windham, Salem, Pelham, Westford, Acton, Lexington, Fitchburg, and Leominster

978-656-5609

James O'Hearn, CFP®, AIF®

Client Wealth Services Manager
Senior Vice President

Locations: Dracut, Lowell, and Tewksbury

978-656-5639

Robert T. Leonard, CFA

Senior Portfolio Manager
Senior Vice President

978-596-2212

Michael Young

Senior Portfolio Manager
Vice President

978-656-5779

For your privacy and confidentiality, please do not include any personal information such as account numbers or social security numbers.

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