Mr. Kerry E. Castonguay leverages his knowledge and experience to provide competent and thoughtful advice to investors. His ability to explain complex concepts in terms that are understandable helps his clients feel confident with their investment decisions.

Through Socially Responsible Investing (SRI), Kerry helps investors structure investments that are aligned with their values, including Fossil Free Investments.

 Services include:

• Individual and Employer Retirement Savings Plans
• Tax-managed Investment Strategies
• Personal and Business Financial Planning
• Estate Transfer Plans

Kerry holds Accredited Wealth Management Advisor^® and Chartered Retirement Planning Counselor^® designations from the College for Financial Planning. He is also holds Series 7, Series 24 General Securities Principal and a Series 66 Registered Investment Advisor Representative FINRA licenses. Prior to joining Chestnut Hill Wealth Management Group in 2014, Kerry worked as a Branch Manager at LPL Financial and a Financial Advisor at Ameriprise Financial.

Kerry was recognized by Boston Magazine as a recipient of the 2015 Five Star Wealth Manager award. As a specialist in Sustainable and Responsible Investments, Kerry interviewed by CNBC: You can have it all: Investing in ways that make you feel good

Kerry resides in Leominster, MA and serves as a member and former president of the Montachusett Retirement and Estate Planning Council, and former director and finance committee advisor for the Worcester County Food Bank.

Debra Stotler began her Financial Advisor career at Prudential Securities where she obtained her Certified Financial Planner® designation. She then moved on to work at Merrill Lynch where she was one of the top new producers in her first year. From there she moved to Smith Barney and became a Chartered Market Technician, making her not only a Financial Advisor, but also a Registered Analyst. Debra usually starts her client relationships with a Financial Plan, and then she develops a personalized portfolio geared to the client’s risk tolerance and financial goals. A financial plan can be comprehensive, covering retirement, insurance, investment, tax, college, and estate planning, or it can cover just one or more of those topics. Once the plan is in place, Debra designs a personal portfolio of stocks, bonds, and in some cases options, with the idea of reaching each of the goals set out in the financial plan. Each plan and portfolio is custom designed with the individual in mind.

Debra teaches Technical Analysis and Option trading in the town of Brookline. She holds FINRA licenses 3, 6, 7, 66, 86 and 87. She is an active member of the Market Technicians Association, and occasionally the CFP^® Board invites her to Washington, D.C. to write questions for the CFP^® exam. She resides in Brighton, MA with her husband and her son, Jack, while her other two children, Eric and Katie, live nearby. She graduated from Rutgers University, and continued to study for her Ph.D. at the University of Massachusetts. In her spare time she grows a large variety of orchids, and is a member of the Massachusetts Orchid Society and the American Orchid Society.

Please contact me if you want to set  up an appointment for a Financial Plan or free consultation.

Focus

Ian works with a select group of families and business to help build, manage, preserve and transition wealth.

Background and experience

With three decades in the industry, he has experienced a broad range of market events. Fundamental to navigating these cycles is the personal service and attention to specific client concerns and needs, which forms the foundation of each relationship.

Ian began his career at Standish, Ayer and Wood - Investment Counsel in Boston, where he worked in the International Asset Management area. He then went on to get his M.B.A at Boston University which began with the 1st year of the program in Japan.  He also has a B.S. in Economics from Boston University.

Ian has lived in many countries, as part of his family lives in Bermuda. He was Head of International Stockbroking at The Bank of Bermuda, as well as a manager in the Private Banking Department. While in Bermuda he also ran the credit area for G-Trade electronic trading platform with Bloomberg.  He has also lived in Dublin, Ireland while with PNC Bank managing their Alternative Investment Services area. More recently, Ian was with Wells Fargo Advisors as a Financial Advisor.