Since beginning his career in the financial services industry in 1992, Mark has spent the past 20 years devoted to helping clients meet their financial needs. He is able to provide a wide array of financial services including investment planning and portfolio development, retirement planning, wealth management, and college planning.
Mark graduated from New Hampshire College with a Bachelor's degree in business administration and finance. Mark is active with his two boys coaching football and lacrosse. Mark also enjoys donating his time to local charities such as The Santa Foundation.
Scott has lengthy experience in the financial services industry since having begun his career in 1982. Over 30 years of skill and knowledge have shown that the client can trust that their financial needs will be satisfied. Scott is proficient in attending to retirement planning strategies and helping clients focus on estate planning issues while he works with their legal and accounting advisers in developing their estate plan.
He graduated with a Bachelor's degree in Liberal Arts from Doane College and received a Master's degree in Education from Hofstra University. Scott is as dedicated to his community as he is his career. He is an active member of the Norfolk Lions Club, the Hockomock YMCA Board of Managers, and the Community Preservation Commission of Norfolk. Scott also donates time to local charities such as The Santa Foundation.
Janet is passionate about helping clients know that their savings decisions have been sufficient to allow them to reach their financial independence, educate their children, financially survive a premature death or catastrophic illness, and allow their estate to pass efficiently and according to their specifications. That passion drives every decision she makes. With careful planning, measured action and sound techniques Janet helps her clients answer the question "Am I going to make it?"
Janet's commitment to helping others is not limited to the clients she serves. Janet is a Notary Public and an active supporter of her church as well as, the National MS Society, Alzheimer’s Research, Habitat for Humanity, King Phillip Football and is a proud sponsor of the Wrentham Youth Baseball "Sea Dogs". As a foster parent her family has welcomed into their home some of the community’s neediest children.
A 1984 graduate of Trinity College in Washington, D.C., Janet holds a Bachelors of Science degree in Economics and Business Administration with a minor in Philosophy. Her commitment to education continued with the completion of the Registered Representative Series 7 and 63 exams and is also a Registered Securities Principal, and a Registered Investment Adviser Representative. Before joining 1776 Financial in 2010, Janet was consistently ranked among the top financial advisors with USTrust and Fleet Investment Services and most recently South Shore Savings Bank where she started the banks Investment division over a decade ago.
Originally from Walpole, Janet now resides with her family in Wrentham, MA. Her interests outside of finance include reading, skiing and biking. She especially enjoys travelling throughout New England with her husband, Dave and their son, Jackson. She has completed 5 marathons and the 173 mile Pan Mass Challenge, the largest single supporter of the Jimmy Fund where she personally raised over $22,000.
Michael is a "local guy" helping "local people" and "local businesses" reach their financial goals and objectives.
Michael was born and raised in Norfolk, MA. He attended King Philip Regional High School in Wrentham, MA and received a bachelor of Business Administration from the University of Massachusetts at Amherst. Michael also holds a Certificate of Advanced Study in Financial Planning from Merrimack College in North Andover, MA.
His process is simple: Build the plan. Work the plan.
When Michael is not at the field or at the rink with his wife and two boys, he is an avid hockey player, snowmobiler and motorcycle rider.
Sally B. Wilkins, CFP®, has an extensive background in personal financial planning and investment advisory services.
With over 25 years’ experience, she has been in private practice in Sherborn, Massachusetts since 1987. She is a Certified Financial Planner, a Registered Representative, and a General Securities Principal with Raymond James Financial Services, Inc., member FINRA/SIPC.
Sally received a BA in Economics from Wellesley College and an MBA in Accounting from Babson College.
Her philosophy is that clients are best served if investment decisions are made in accordance with a carefully conceived financial plan. Her approach is to integrate the planning and investment processes on a continuing basis.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
