Our team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Our leadership

The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.

Equitable has been helping our clients plan for their best financial future, using a team approach for over 150 years.

Our Managers

Kelly DeMay

Executive Vice President

585-475-8431

kelly.demay@equitable.com

Tracy Cahill

New England Branch Vice President

(401) 884-7292

tracy.cahill@equitable.com

Kavita Davé

New England Branch Vice President

(781) 237-8241

(781) 237-8172

kavita.dave@equitable.com

Trevor Farrington, LUTCF^®, RICP^®

New England Branch Vice President

(781) 237-8233

trevor.farrington@equitable.com

Allei Holway, MSFP®

New England Branch Vice President

(781) 237-8378

allei.holway@equitable.com

Sean Meehan

Vice President

(508) 954-5579

(781) 237-8172

sean.meehan@equitable.com

Christian Crays, CFP®

Vice President

(781) 237-8302

christian.crays@equitable.com

Joel Kapelson

Vice President

(781) 237-8319

joel.kapelson@equitable.com

Our professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located in New England, we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Our Professionals

Cooper Cerulo

Vice President

(781) 237-8359

cooper.cerulo@equitable.com

Eric Dean

Financial Professional

(781) 237-8251

(781) 237-8172

edean@fcgemail.com

Ezra (Eddie) Shammay ChFC^®, MBA

Financial Advisor

(781) 237-8264

ezra.shammay@equitable.com

Jeffrey West, CFP^®, AIF^®, CPFA^®, MBA

Financial Advisor

(781) 416-2900

JWest@FCGemail.com

Louis J. Simone

New England Branch Vice President

(781) 237-8263

louis.simone@equitable.com

Aiden Fournier

Financial Advisor

781-237-8243

aiden.fournier@equitable.com

Andrew Forte

Financial Professional

(781) 844-8173

(508) 337-2444

andrew.forte@equitable.com

Andrew Pratt

Financial Professional

617-947-4167

andrew.pratt@equitable.com

Andrew Siergiewicz

Financial Advisor

(978) 764-8724

andrew.siergiewicz@equitable.com

Anna Brodeur

Financial Professional

781-237-8223

anna.brodeur@equitable.com

Annabel Veale

Financial Advisor

(781) 237-8291

Annabel.Veale1@equitable.com

Ashton Burnett

Financial Advisor

(781) 237-8201

Ashton.burnett@equitable.com

Audrey Jones

Financial Advisor

781-237-8249

Audrey.Jones@equitable.com

Benjamin Rice

Financial Advisor

(781) 237-8248

Benjamin.Rice@equitable.com

Brad Aham CFA, CFP ®, AIF ®, CDFA ®

Financial Professional

(603) 600-8284

brad.aham@equitable.com

Brandon Eigenberg, CFP^®, ChFC^®

Financial Advisor

(781) 237-8227

(781) 237-8172

beigenberg@precisionpw.com

Brandyn McColligan, Columbia Credentialed Wholistic Financial Coach

Financial Advisor

603-540-1104

brandyn.mccolligan@equitable.com

Brendan Colleran

Financial Advisor

781-237-8244

brendan.colleran@equitable.com

Christine Pacini

Financial Professional

(781) 237-8366

(781) 237-8172

christine.pacini@equitable.com

Christopher Baker, CFP®

Financial Professional

413-386-1687

christopher.baker1@equitable.com

Christopher Flanders, MBA, MSFP, CFP®

Financial Advisor

(508) 759-5230

(508) 759-3130

cflanders@precisionpw.com

Christopher Zujewski

Financial Advisor

(781) 237-8293

Christopher.Zujewski@equitable.com

Connor Goodwin

Financial Advisor

(781) 237-8222

connor.goodwin@equitable.com

Craig Smith

Financial Professional

(603) 300-8286

(781) 237-8172

Craig.Smith@equitabe.com

David Baker

Financial Advisor

(781) 237-8205

David.Baker1@equitable.com

David Mack

Financial Professional

(781) 237-8212

david.mack@equitable.com

David Harmon ChFC, CLU, MBA

Financial Advisor

(781) 237-8336

(781) 237-8172

david.harmon@equitable.com

Diarmuid Allen

Financial Advisor

(781) 237-8203

diarmuid.allen@equitable.com

Dick Hill

Financial Professional

(207) 443-6669

Dick.Hill@equitable.com

Donna Walsh

Financial Consultant

(781) 237-8332

(781) 890-3041

dwalsh@highlandfinancialgroup.com

Edward (Ted) Cotton, CFP^®

CERTIFIED FINANCIAL PLANNER™ professional

(650) 573-6527

edward.cotton@equitable.com

Eleanor Paul

Financial Advisor

eleanor.paul@equitable.com

Elizabeth Deniker

Financial Advisor

(781) 237-8250

Elizabeth.Deniker@equitable.com

Ellen Mackey Rose

Financial Professional

(978) 356-1008

Ellen.Rose@trustedadvisors.com

Eric Bertz, CRPC(R)

Wealth Advisor

(781) 416-2900

ebertz@fcgemail.com

Eric Timmins

Financial Advisor

781-237-8245

eric.timmins1@equitable.com

Ethan Narducci

Financial Professional

401-300-7459

ethan.narducci@gmail.com

Francis John Meuse

Financial Advisor

781-999-5285

Francis.meuse@equitable.com

Frank Guidi, Jr. CLU

Our Professionals

(207) 846-1349

frank.guidi@equitable.com

Gabriella Koziol

Financial Advisor

(781) 237-8294

gabriella.tashjian@equitable.com

Gerald Govatsos

Financial Professional

(781) 416-2900

GGovatsos@FCGemail.com

Hardy Tey

Financial Consultant

617-209-3689

hardy.tey@equitable.com

Herbert Moyer

Financial Professional

(603) 231-3083

(781) 237-8172

hmoyer@highlandfinancialgroup.com

Isobel Congdon

Financial Advisor

(781) 237-8255

Isobel.Congdon@equitable.com

James Carroll ChFC, CLU

Financial Consultant

(508) 478-1072

(508) 478-1714

james.carroll@equitable.com

James Corrente, CLU

Financial Consultant

(781) 237-8266

(781) 237-8127

james.corrente@equitable.com

Jared Dessingue

Financial Professional

(518) 982-7031

jared.dessingue@equitable.com

Jawad Khokhar

Financial Advisor

(413) 682-4759

(413) 334-8945

jawad.khokhar@tyrbrook.com

Joe Costa

Financial Advisor

(603) 318-1041

(781) 237-8172

joseph.costa@equitable.com

John Barry, CFP®

Financial Advisor

(781) 237-8347

John.Barry@Equitable.com

Jonathon Read

Financial Advisor

(781) 810-4490

Jonathon.Read@equitable.com

Jordan Adner

Financial Advisor

(781) 237-8270

jordan.adner@equitable.com

Joseph R. Poirier, CFP, ChFC

Financial Advisor

207-333-3754

jpoirier@fcgemail.com

Joshua Bublitz

Financial Advisor

401-884-7292 x 106

joshua.bublitz@mywealthbridge.com

Joshus Paradis, CFP^®, RICP^®, AIF^®

CERTIFIED FINANCIAL PLANNER™ professional

(401) 884-7292

Joshua.Paradis@mywealthbridge.com

Justin Abely

Financial Advisor

(781) 237-8256

Justin.Abely@equitable.com

Katherine (Trina) Carlson, CFP^®, ChFC

CERTIFIED FINANCIAL PLANNER™ professional

(603) 834-4098

(781) 237-8172

katherine.carlson@equitable.com

Katie McDonald

Financial Advisor

(603) 438-8114

Katie.McDonald@equitable.com

Lionel Desrosiers

Financial Advisor

(781) 237-8231

(781) 237-8172

lionel.desrosiers@equitable.com

Luke Boyd

Financial Advisor

(781) 237-9152

Luke.Boyd@equitable.com

Luke T. Sotir

Financial Professional

(781) 237-8314

(781) 890-3041

lsotir@highlandfinancialgroup.com

Marc Foley, MBA

Financial Advisor

(781) 237-8230

marc.foley@equitable.com

Marc R. Poirier, CLU

Financial Professional

207-333-3754

mpoirier@fcgemail.com

Margaret Wright

Financial Professional

401-269-5021

margaret.wright@equitable.com

Martha Russell

Financial Professional

(781) 237-8318

(781) 237-8172

martha.russell@equitable.com

Matthew Clark

Financial Advisor

781-237-8350

matthew.clark@equitable.com

Matthew Botelho

Financial Advisor

(781) 237-8254

Matthew.Botelho@equitable.com

Matthew Meader

Financial Advisor

207-309-3609

mmeader@highlandfinancialgroup.com

Matthew Waterhouse, CFP®

Financial Advisor

(781) 237-8258

mwaterhouse@precisionpw.com

Michael Bontempo

Financial Advisor

(781) 237-8355

Michael.Bontempo@equitable.com

Michael Collins

Financial Advisor

(781) 237-8235

Michael.Collins@equitable.com

Michael Sestak

Financial Advisor

(781) 237-8358

michael.sestak@equitable.com

Michael Kalina

Financial Professional

(785) 979-3761

(978) 443-2939

Michael.Kalina@equitable.com

Michael Graziano, MBA, CRPC

Financial Consultant

(401) 884-7292 ext. 108

Michael.graziano@mywealthbridge.com

Michael Franchella

Financial Advisor

(781) 890-2958

(781) 890-3041

mfranchella@precisionpw.com

Natalie Harris

Financial Advisor

781-237-8225

Natalie.Harris@equitable.com

Nicholas Mason

Financial Professional

(781) 237-8270

Nicholas.Mason@equitable.com

Patrick Belniak

Financial Professional

(781) 237-8340

pbelniak@fcgemail.com

Paul Ziolkowski

Financial Consultant

(781) 244-5118

paul.ziolkowski@equitable.com

Paul Lexner

Financial Advisor

781-239-9069

paul.lexner@equitable.com

Peter O'Donnell

Financial Advisor

(781) 237-8215

podonnell@precisionpw.com

Phillip Panici

Financial Professional

phillip.panici@equitable.com

Poonam Walia

Financial Consultant

(508) 667-4930

(508) 401-2515

pwalia@highlandfinancialgroup.com

Quinn Wardwell

Financial Advisor

(781) 237-8242

quinn.wardwell@equitable.com

Ralph Damren, CLU

Financial Professional

(207) 942-5564

ralph.damren@equitable.com

Raymond Alvarez

Financial Advisor

207-378-8950

Raymond.Alvarez@equitable.com

Ricardo Rincon, MBA

Financial Professional

(603) 233-8321

Ricardo.Rincon@equitable.com

Richard Webber

Financial Professional

(781) 749-8237

(781) 740-1588

richard.webber@equitable.com

Richard Gaudreau

Financial Advisor

413-466-4432

richard.gaudreau@equitable.com

Richard Shakter, JD, CLU, CFP^®

Financial Advisor

(781) 416-2900

RShakter@FCGemail.com

Robert Ricci III

Financial Advisor

781-237-8361

robert.ricci@equitable.com

Robert Groh

Financial Advisor

781-237-8267

robert.groh@equitable.com

Robert Williams

Financial Advisor

(781) 237-8292

Robert.Williams@equitable.com

Roger Quintin

Financial Advisor

401-269-5018

Roger.Quintin@equitable.com

Russell Noonan, Jr.

Financial Advisor

(781) 237-8238

Russell.Noonan@equitable.com

Ryan Stanick

Financial Advisor

(781) 237-8235

rstanick@fcgemail.com

Samuel Schreiber, CFP®

Financial Advisor

(413) 393-6862

samuel.schreiber@equitable.com

Scott Novak

Financial Professional

(857) 998-0557

(617) 786-9595

scott.novak@equitable.com

Sean Haynes

Financial Professional

781-237-8315

Sean.Haynes@equitable.com

Sidney Ma, CFP^®, CRPC^®, CFS^®

Financial Professional

(617) 828-2186

(508) 653-2807

sidney.ma@equitable.com

Susan R. Barber, MBA, RICP®, FLMI

Financial Professional

(781) 749-4929

susan.barber@equitable.com

Tatum Zupnik

Financial Advisor

781-235-4549

tatum.zupnik@equitable.com

Thomas Schreiber, CFP®

New England Branch Vice President

(413) 475-0770

thomas.schreiber@equitable.com

Timothy O'Brien

Financial Professional

(619) 301-8831

Timothy Weaton

Financial Advisor

(781) 237-8232

tweaton@precisionpw.com

Townes DeGroot

Financial Advisor

(781) 237-8213

townes.degroot@equitable.com

Trey Shelton, MBA

Financial Advisor

720-810-2621

trey.shelton@equitable.com

Tushar Gala

Financial Planner

(781) 552-0953

tushar.gala@equitable.com

William Palmisciano, ChFC, CLU

Financial Professional

(401) 884-7292

william.palmisciano@equitable.com

Xeng Her

Financial Advisor

781-237-8363

Xeng.Her@equitable.com

Yamilka Jimenez

Financial Professional

401-269-5013

yamilka.jimenez@equitable.com

Zachary Levy

Financial Advisor

(781) 772-1026

zachary.levy@equitable.com

Our Staff

You can always depend on the professionalism and experience of our dedicated staff members. Their job is to support you and help you reach your goals.