Greater Boston, MA

One Kelley Square #208 Worcester, MA 01610

MEET the Greater Boston TEAM

Adam Waitkevich,

CFP®, CDFA™, ADFA™, Certified QDRO Specialist™

Wealth Advisor

Joseph Waitkevich,

Certified QDRO Specialist™

Wealth Advisor

John Wilson,

MBA

Wealth Advisor

Ed Zywien

 

Wealth Advisor

Hiba Charara

 

Operations Manager

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11400 Rockville Pike Suite 500, Rockville, MD 20852

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26 Garrett St. Suite A, Charlottesville, VA 22902

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Greater Boston, MA

One Kelley Square #208, Worcester, MA 01610

(508) 719-8510

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218 13th St. Huntington, WV 25701

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