Your strategic partners in holistic wealth management

Experienced, knowledgeable, credentialed and committed to success – these are elements of a team that is both able and, importantly, dedicated to providing first-class service and real-world capabilities when it comes to wealth management. Each day we strive for excellence in providing holistic financial planning in the lives and businesses of our clients. And we look forward to doing our part in your pursuit of financial success.

With a relentless commitment to uncompromising service, our advisors have honed their specialized individual skill and expertise over many years in the financial services industry. This diversity of professional proficiency provides you with an array of intellectual resources and complementary perspectives that are necessary to meet your individual wealth management needs.

With the resources of Raymond James at our fingertips, we’re big enough to meet the most demanding wealth management needs, yet our boutique environment ensures we’re connected to you in a focused and uncompromising way. We’ll work hard to understand your preferences and make ourselves accessible whenever you need. Your satisfaction is our ultimate goal, so we’ll provide the extra touches that make the difference between ordinary and extraordinary when it comes to your wealth management experience.

Robert Phinney
Robert W. Phinney, Jr.
Managing Director
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Graham Goodwin
Graham F. Goodwin, CPWA®
Managing Director
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Richard Byrd
Richard E. Byrd
Managing Director
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Jack King
Jack A. King
Senior Registered Sales Associate
Edward W. Galvin
Edward W. Galvin, CRPC®
Portfolio Specialist
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Suzanne R. DiFrancesco
Suzanne R. DiFrancesco
Senior Registered Associate
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Brendan P. Hurley
Brendan P. Hurley, CFP®
Financial Advisor
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Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.
Vince Lombardi
boston capital wealth management of raymond james
225 Franklin Street
Boston, MA 02110
TF: 888.792.8408
F: 855.573.5250
Map and Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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