Louis M. Ricciardi
- President & Chief Executive Officer
Meet Our Team
Planning for the future comes with its challenges, and you want to ensure the steps you are taking now will be worthwhile down the road. Benefit from working closely with a team that is locally-based and readily available to support your wealth management needs.
Dean R. Larabee III
- Chief Operating Officer and Chief Compliance Officer
Carl M. Begin
- Senior Vice President and Director of Financial Planning
Connor J. Russ
- Vice President - Investments and Planning
Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Bristol Wealth Group, a Registered Investment Advisor. Private Client Services and Bristol Wealth Group are unaffiliated entities.
Our Advisors are Securities Registered in the follow states: MA, VT, CT, RI, NY, NJ, CA, TX, CO, NH
Our Advisors offer advisory products and services in the following states: MA, VT, CT, RI, NY, NJ, CA, TX, CO, NH
Check the background of this firm on FINRA's BrokerCheck.
Investment and Insurance Products are: Not FDIC Insured – No Bank Guarantee – May Lose Value – Not a Bank Deposit – Not insured by any Federal Government Agency