Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
11 years
Location
Worcester, MA 01608
Merrill
Institution
Marie Paturzo is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving accomplished business owners, entrepreneurs, C-suite executives, medical professionals, and wealthy families. She began her career in 2000 at Bank of America, advancing from teller to branch manager by age 22, then to business specialist and sales trainer, eventually managing three branches before focusing on financial advising.
Marie collaborates with colleagues Matt Shiely and Akash Garg to provide comprehensive wealth management services. She emphasizes building meaningful client relationships by understanding their financial pictures from their perspectives and addressing both assets and liabilities to support multi-generational wealth planning.
She holds a Bachelor's Degree from Framingham State College and holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Marie is active in her community, serving as Chair of the Website and Social Media Committee for The Hopkinton Women's Club and volunteering with organizations such as the American Red Cross, Alzheimer's Association, Central Mass Conference for Women, Project New Hope, and Worcester County Food Bank. She resides in Whitinsville, Massachusetts, with her husband and two children.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Worcester, MA Front St
100 Front St
Worcester MA 01608
Advisors at this office
18
Connecticut · Texas
11 years of industry experience
Merrill
2015 - Present • 11 years
Worcester, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
CFP®, Series 66
Westborough, MA
Financial Independence Advisors
Joseph Hoffman is a CFP® with 22 years of industry experience, currently serving at Financial Independence Advisors a part of World Investment Advisors, LLC. His prior roles include positions with TIAA-CREF, Edward Jones and Vanguard. He is also licensed to recommend life, health, and variable insurance products. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers model-based and customized portfolio solutions across discretionary and non-discretionary strategies, supported by a range of technology platforms and service offerings.
CFP®, Series 66
Shrewsbury, MA
Meenes Wealth Partners
Jeffrey Meenes is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Blueprint Financial Planning, LLC since 2010. Meenes operates as the sole advisor at Meenes Wealth Partners in Shrewsbury, MA. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning primarily for pre-retiree and retiree households. The firm emphasizes evidence-based investment strategies focused on global diversification, tax-aware management, and client-approved, non-discretionary portfolio implementation.
Series 63, Series 65
Auburn, MA
Keystone Capital Advisors LLC
James Black is the sole advisor at Keystone Capital Advisors LLC in Auburn, MA. He holds Series 63 and Series 65 licenses and has experience in real estate consulting and property management through his concurrent roles at Long Run Property Solutions, Inc. and A&M Real Estate Consultants. Keystone Capital Advisors LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary portfolio management with a long-term, equity-focused approach, supplemented by ETFs and mutual funds, and offers comprehensive financial planning including fixed-fee standalone services.
Series 65
Shrewsbury, MA
Cigale Financial Services LLC
Joffrey Bremond is a financial advisor at Cigale Financial Services LLC with one year of industry experience. He holds a Series 65 designation and concurrently serves as Controller at Middlesex School, where he oversees the accounting team and manages accounting systems. Prior to his current role, he held various positions at UMass Memorial Health Care and Medically Home. Cigale Financial Services LLC provides asset management, financial planning, and outsourced chief investment officer (OCIO) services primarily to nonprofit organizations and individual clients. The firm's investment approach combines fundamental security analysis with modern portfolio theory and emphasizes long-term, passive strategies, diversification, and periodic rebalancing.
Series 63, Series 66
Bolton, MA
Yellow Dog Financial, Inc.
William Nickles is the sole advisor at Yellow Dog Financial, Inc., an independent firm based in Bolton, MA. He holds Series 63 and Series 66 licenses and has 18 years of experience in the financial industry, having been with Yellow Dog Financial since its founding in 2008. Yellow Dog Financial, Inc. manages approximately $21.2 million for around 60 clients, including individuals, high-net-worth clients, and employer plan sponsors. The firm employs a goal-based planning process with a focus on passive, benchmark-tracking investments and manages accounts primarily on a non-discretionary basis, combining comprehensive year-long financial planning with ongoing monthly support and retirement plan consulting.
Series 65
Marlborough, MA
Mannion Money Advisory
Kyle Mannion is a financial advisor at Mannion Money Advisory with two years of industry experience. He holds a Series 65 designation and has previously been involved in sports management and consulting, including roles at 3 Step Sports LLC and CM8 Soccer Consulting & Management. Outside of financial advising, he serves as Accounts Payable Manager for 3 Step Sports LLC. Mannion Money Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, families, small businesses, and corporate clients. The firm emphasizes a long-term, goals-based investment approach using diversified asset allocation, cost-efficient ETFs, and automated portfolio oversight.
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