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 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...
(781) 438-0110 ext. 102
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...
Compliance Director - New England Region
(781) 438-0110 ext. 108
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...
Investment Advisor Representative
(781) 438-0110 ext. 105
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...
(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...
Investment Advisor Representative California Insurance License #4212872
(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...
Manager of Client Services
(781) 438-0110 ext. 104
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...
(781) 438-0110 ext.111
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...