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Client Services Team
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Click names below to view
team member profiles:
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| Carol C. McMullen |
President |
| Sumner W. Jones |
Executive Vice President, Head of Client Services |
| Mark P. Gervig |
Senior Vice President |
| Doreen L. DiBari, CFP, CTFA |
Senior Vice President |
| Thomas J. Furlong, Jr., Esq. |
Senior Vice President |
| Julianne S. Lindsay |
Senior Vice President |
| Robert B. Murphy, CPA |
Senior Vice President |
| Robert M. Wallask, J.D. |
Senior Vice President |
| William H. Thomas, CFA |
Managing Director |
| Priscilla Cubelli, CTFA |
Vice President |
| Jeremy S. David, Esq. |
Vice President |
| John F. Doherty, CTFA |
Vice President |
| Maryanne Duca |
Vice President |
| Lori B. Evans, CFP |
Vice President |
| John P. Frates, Jr. |
Vice President |
| Leanne A. Martin |
Vice President |
| Shawn M. McCarthy, CTFA |
Vice President |
| Charles P. Nelson, Jr. |
Vice President |
| David R. Sawyer |
Vice President |
| Christopher M. Sheehan, Esq. |
Vice President |
| Maureen M. Trefry, CFP |
Vice President |
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Privacy
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Securities and Insurance Products |
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Not insured by FDIC or any federal
government agency
Not deposits of or guaranteed by any bank
May lose value
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