Our team has 100+ years of combined experience assisting people like you with similar issues and concerns. You will experience that they are not only caring and friendly, but they have a high level of knowledge that can help create an approach designed to address your issues & concerns effectively and efficiently.
President/Investment Advisor Representative
(781) 438-0110 ext. 101
Paul attended Westfield State College. After leaving Westfield State, Paul joined National Life of Vermont and began working with closely held businesses in the area of retirement and estate planning. In 1994, Paul co-founded...
(781) 438-0110 ext. 102
Camille joined Winchester Financial Group in 2001, bringing with her 25 years in the banking industry. She graduated with a degree in Education from Framingham State College. Detailed and exacting, Camille is our "Q & A" person, one...
Compliance Director - New England Region
(781) 438-0110 ext. 108
Joanne joined Winchester Financial Group in 2007 as Director of Compliance. Her responsibilities are to provide support and carry out all the supervisory duties and compliance requirements for Paul Petrie's Division within Cetera...
Investment Advisor Representative
(781) 438-0110 ext. 105
Mark has been in the financial services industry for eighteen years. He is a Registered Representative of Cetera Advisor Networks LLC. Mark currently holds Series 7 and 66 registrations and has been a National Leadership...
(781) 438-0110 ext. 106
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...
(781) 438-0110 ext. 107
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...
(781) 438-0110 ext. 104
Tara is a licensed financial administrator with over 10 years of experience in the industry. She is Series 6, 63 and 65 registered. Tara joined Winchester Financial Group in 2021, she manages the day-to-day operations of the office....