Team

Paul began his career working with National Life of Vermont.  In 1994, Paul co-founded "Winchester Benefits Group" with Ron Miles.  In 2002 the organization was renamed Winchester Financial Group...

Camille is Winchester Financial Group's longest tenured employee, having joined the firm over 20 years ago.  Camille holds a degree in education from Framingham State College and came to WFG after a successful career in the...

Joanne joined Winchester Financial Group in 2007, as the Director of Compliance. Her role has expanded to include Advisors Alliance Group, a region within Cetera Advisor Networks, overseen by Paul Petrie...

Mark has been in the financial services industry for over twenty years. He is a Registered Representative of Cetera Advisor Networks LLC. Mark currently holds Series 7 and 66 registrations and...

Steven graduated Magna Cum Laude with a B.A. from Merrimack College and was a recipient of the Presidential Scholar Award. He began his career with Primerica and joined Winchester Financial Group in 2009. Steven makes it his personal...

Melissa has been working in the financial services industry since 2003 and is a Registered Representative of Cetera Advisor Networks LLC. She currently holds  Series 6, 7, 63 and 65 registrations and has taken additional exams to...

Tara is a registered administrative assistant with over 10 years of experience in the industry. She is Series 6, 7,  63 and 65 registered. Having joined Winchester Financial Group as Manager of Client Services in 2021...

Joe Vita joined Winchester Financial Group in 2022, after many years in the financial industry.  Joe started his career as a trader and securities salesman.  During these years he served as Vice Chair of the Boston Stock...