Carlie’s primary focus is on professional money management, tailored investment strategies and comprehensive financial planning within the guidelines of the highest ethical standards.

Her philosophy is that she will manage your assets, help protect your wealth and assist you in building your legacy. Her hope is that you can then focus on living, enjoying your accomplishments and making a lasting impact on those you care about.

Carlie began her career as a financial advisor with Paine Webber, Inc., in 1998 and joined Danversbank in 1999, where she since developed the financial services division. She selected Raymond James Financial Services as its affiliate in 2005.

Carlie is a 1975 graduate of Massey College with a degree in marketing. She holds the Series 7, 63, 65 & 9/10 securities registrations with Raymond James Financial Services. She is also licensed with the State of New Hampshire and Massachusetts to provide life, health, disability and long-term care insurance. She is a member of the Financial Planning Association.

In addition to her professional activities, she has served on the Marblehead/Swampscott YMCA Capital Campaign Committee and acts as an investment advisor to several town of Danvers nonprofit organizations’ boards. Carlie has lived in Marblehead since 1983 and has one son in college.

Greg’s primary focus is to provide the highest level of client support and quality service. He also prepares performance reviews for individual clients and manages the team’s marketing and communication efforts.

A native of Bow, New Hampshire, he graduated in 2005 from the University of New Hampshire and the Whittemore School of Business and Economics with a bachelors degree in business administration. He holds the Series 7 and 63 securities registrations with Raymond James Financial Services and has completed the H&R Block Income Tax professional course.

In addition to his professional activities, he is a supporter of various animal/ environmental nonprofit organizations: Natural Resource Defense Counsel, World Wildlife Fund, NHSPCA, Appalachian Mountain Club. Greg resides in Rochester, New Hampshire with his partner Jessica and their dog.

Charlie’s primary focus is on the oversight of regulatory and administrative issues that surround the professional money management, personalized investment strategies and comprehensive financial planning of the division. Charlie also works directly with clients to develop and implement their own financial plans.

Charlie started in the financial services industry in 1975. He holds the series 7, 9, 10, 63, and 65 licenses, as well as life health and accident insurance licenses.

A native of Wakefield, Massachusetts, he graduated from Salem State College in 1968. In addition to his professional activities he has been active in the greater Beverly community, First Parish Church in Beverly and has been a corporator of Beverly Hospital since 1988.

Charlie and his wife, Fran, have been living in Beverly since 1975. They have three adult children.