Our Wealth Team

Susan Callery Rossini, CFP®

Senior Client Advisor
Senior Vice President 

Locations: Serving Billerica along with all communities where we do business.

978-656-5535

Patrick Connerty, MSF

Senior Financial Advisor & Strategy Analyst 
Senior Vice President

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

978-656-5615

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.

978-656-5629

Daniel Burke, JD

Senior Financial Advisor
Senior Vice President

 

Locations: Serving Dracut, Windham, Salem, Pelham, along with all communities where we do business.

978-656-5609

Debbie Avery, MBA

Senior Financial Advisor
Senior Vice President

 

Locations: Serving Lowell, Chelmsford, Tyngsboro, Acton, Fitchburg, Lexington, Leominster, and Westford, along with all communities where we do business.

978-596-2334

Robert T. Leonard, CFA

Associate Director Portfolio Management
Senior Vice President

978-596-2212

Michael Young

Senior Portfolio Manager
Vice President

978-656-5779

Charles O'Malley, MSc

Senior Portfolio Manager 
Vice President

Locations: Serving all the communities where we do business.

978-656-5829

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