“What you do today can improve all your tomorrows.” – Ralph Marston

Introducing others to our team

If someone is important to you, then they are important to us.

We recognize the importance of having a trusted guide who can provide sound financial advice when you need it. As a client, you are in a unique position to introduce others to our team, so that they too might benefit from our services.

If you have a friend or family member who has questions or needs assistance, we are happy to meet with them to answer their questions and determine if there is a mutual fit for an advisory relationship.

Jeff Sherman
Managing Director - Investments
PIM Portfolio Manager

617-848-1020 office
Email Jeff
Art Karabelas
Managing Director

617-848-1022 office 
Emal Arthur
Okita Sevi, CFP®, CRPC®
Managing Director
PIM Portfolio Manager

617-848-1024 office
Email Okita

Thomas D Russo
Private Wealth Financial Advisor

617-848-1030 office
Email Thomas

Kim Valentine
Senior Registered Client Associate

617-848-1026 office
Email Kim

Lorna Cruz-Cosgrove
Senior Client Associate

617-848-1025 office
Email Lorna
SKS Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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