Financial Advisors in Needham, MA
140 Kendrick St
Building B, 3rd Floor
Needham, MA 02494
Focus Partners Wealth is your locally based investment advisor in Needham, MA - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located a short walk from beautiful Needham Memorial Park, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Needham, MA. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
-
Your Needham Team
-
Heather Mahoney
JD
Division President
-
Debra Brede
AIF
Senior Wealth Advisor
-
Barry Morgan
JD, MBA
Senior Wealth Advisor
-
Chanel Gullage
Senior Wealth Advisor
-
Jonathan Derby
JD
Senior Wealth Advisor
-
Mark Derby
Senior Wealth Advisor
-
Lori Deane
JD
Senior Wealth Advisor
-
Todd Silverman
Senior Wealth Advisor
-
Rachel Zibrak
MBA
Senior Wealth Advisor
-
Fred Baird
Senior Wealth Advisor
-
Cary Geller
CPA, PFS, CFP®, AEP®
Senior Wealth Advisor
-
Susan Miller
CPA, PFS, CFP®, CDFA®
Senior Wealth Advisor
-
Peter Mitrano
CFA, CFP®
Senior Wealth Advisor
-
JonPaul McBride
CFP®, CPWA®
Senior Wealth Advisor
-
Kelli Adams
CFP®, EA
Senior Wealth Advisor
-
Darren Norton
Senior Wealth Advisor
-
Robert Bodio, Jr.
JD
Senior Wealth Advisor
-
Phil Jameson
CPA, MBA, MST
Senior Wealth Advisor
-
David Brodsky
CPA, MBA, JD
Senior Wealth Advisor
-
John Murray
JD
Senior Wealth Advisor
-
Eric Rosenberg
JD, MBA
Senior Wealth Advisor
-
Matthew Ryan
EA, CFP®, MSF
Senior Wealth Advisor
-
Adam Silvey
JD
Senior Wealth Advisor
-
Roger Wade
JD
Senior Wealth Advisor
-
Timothy Pinch
JD
Senior Wealth Advisor
-
Will Montague
CFP®, CFA
Senior Wealth Advisor
-
Derek Thisse
Wealth Advisor
-
Marissa Malone
JD
Wealth Advisor
-
Stephen Marsters Jr.
JD
Wealth Advisor
-
Anthony Kosinski
JD
Wealth Advisor
-
Tyler Rich
CPA, MBA
Wealth Advisor
-
Jeffrey Tancreti
JD
Wealth Advisor
-
Lori Stanger
MBA, CFP®, EA
Senior Associate Wealth Advisor
-
Nate Baynes
CFP®
Senior Associate Wealth Advisor
-
Carol Cassoli
Senior Associate Wealth Advisor
-
Ryan Clancey
CPA, CFP®, MST
Senior Associate Wealth Advisor
-
Iman Farimani
JD
Senior Associate Wealth Advisor
-
Mark Duffy
CFA, CFP®, MSF, EA
Associate Wealth Advisor
-
Parker Walsh
Associate Wealth Advisor
-
Michael Borzi
CFP®, EA
Associate Wealth Advisor
-
Peter Garrigan
Associate Wealth Advisor
-
Giancarlo Plati
CIMA®, CRSP
Retirement Plan Advisor
-
Jeff Sullivan
Lead Investment Operations Manager
-
Jim DaSilva
Senior Vice President, Client Development
-
Tim Delay
Vice President, Client Development
-
Heidi Lynch
Manager, Client Service
-
Patricia Morse
Client Service Associate
-
Cathy Jacobs
Client Service Specialist
-
Kathi Downing
Client Service Associate
-
Lisa Guinard
Client Service Specialist
-
Christina Hurley
Client Service Associate
-
Tracy Mattuchio
Client Service Specialist
-
Hillary Tipping
Client Service Associate
-
Kim Dobrowolski
Tax Administration & Operations Manager
-
Troy Donahue
Associate Vice President
-
Jeffrey Darien
Regional Vice President
-
Richard Rosenthal
Senior Wealth Advisor
-
Nicole Mazzella
Client Service Specialist
-
September 23, 2026
Two-Minute Market Focus: Markets Absorb a Fed Rate Hike as Valuations Ease
Markets largely absorbed the Federal Reserve’s first rate increase in three years, with U.S. large-cap stocks and bonds posting gains over the past seven days. In this week’s Two-Minute Market Focus, Todd Jones discusses recent market performance, the S&P 500’s more moderate forward valuation, and the SEC’s conditional step toward tokenized stock trading.
Listen to the podcast -
September 16, 2026
Monthly Investment Commentary: What $40 Trillion in Debt Means for Your Portfolio
The U.S. national debt has surpassed $40 trillion. Learn how rising debt, interest rates, and economic trends may affect investors.
Watch the video -
September 15, 2026
Taking the Complexity out of Healthcare: A Concierge Approach for High-Net-Worth Families
Healthcare is more complex than ever. Learn how a dedicated healthcare advocate can help affluent families navigate insurance, billing, providers, and Medicare.
Watch the video