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JEFFREY SWETT
UBS Financial Services
(617)-439-8004 | Boston, MA
jeff [email protected]
TODD KOBELSKI
Merrill Lynch Wealth Management
(617)-498-3626 | Cambridge, MA
[email protected]
DEBRA BREDE
D.K. Brede Investment Management Company
(781)-444-9367 | Needham, MA
[email protected]
SUSAN KAPLAN
Kaplan Financial Services
(617)-527-1557 | Newton, MA
[email protected]
JONATHAN WOLFF
Lightship Wealth Strategies
(617)-581-6100 | Newton Lower Falls, MA
[email protected]
ROBERT J. COLLINS
Collins Investment Group
(301)-915-9630 | Bethesda, MD
[email protected]
DAVID BORDEN
CCR Wealth Management
(508)-475-3880 | Westborough, MA
[email protected]
GARY WILLIAMS
Williams Asset Management
(410)-740-0220 | Columbia, MD
[email protected]
CHUCK BEAN
Heritage Financial Services
(781)-255-0214 | Westwood, MA
cbean@heritagefi nancial.net
LARRY D. BOGGS
Wells Fargo Advisors
(301)-724-2660 | Cumberland, MD
[email protected]
NICK CANTRELL
Thomson Financial Management
(978)-333-2144 | Worcester, MA
nick@thomsonfi nancialmgt.com
BRAD HILL
Morgan Stanley Wealth Management
(410)-770-6125 | Easton, MD
[email protected]
RICH CARR
Carr Financial Group
(508)-795-0264 | Worcester, MA
rich@carrfi nancial.net
TOM HILL
Morgan Stanley Wealth Management
(410)-770-6124 | Easton, MD
[email protected]
PATRICIA BAUM
RBC Wealth Management
(410)-573-6717 | Annapolis, MD
[email protected]
JIM HOLZAPFEL
Wells Fargo Advisors
(240)-513-2766 | Hagerstown, MD
[email protected]
CHARLES MARKS
Wells Fargo Advisors
(410)-230-6555 | Baltimore, MD
[email protected]
RICHIE HOLZAPFEL
Wells Fargo Advisors
(240)-513-2766 | Hagerstown, MD
[email protected]
JOSH SCHNEIDER
Morgan Stanley Wealth Management
(301)-961-1856 | Bethesda, MD
[email protected]
SARAH KAPLAN
Kaplan Financial Group
(301)-564-0088 | Rockville, MD
sarah@kaplanfi nancialgroup.com