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Nicholas S
Series 66
Boston, MA
John Hancock Personal Financial Services, LLC
Nicholas Stathos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and two years of industry experience. He has been associated with various John Hancock entities since 2023 and previously worked in education at Bates College and The Rivers School. In addition to his advisory role, he serves as a retirement consultant providing educational services on retirement plan options for qualified plan participants. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver generally framed written recommendations, with client implementation at their discretion, and operates an Emergency Savings program without an advisory fee.
Jason B
Series 63, Series 66
Timnath, CO
John Hancock Personal Financial Services, LLC
Jason Boyd is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at Icma Rc for eight years and JPMorgan Securities LLC for one year. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and businesses. The firm uses technology-assisted, written financial plans and an Emergency Savings program as part of its service model.
William T
Series 63, Series 65
Richmond, VA
John Hancock Personal Financial Services, LLC
William Thurmond III is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been associated with John Hancock and its related entities since 1999. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth clients through a technology-assisted service model that emphasizes written plans and electronic onboarding.
Brian W
Series 65
Boston, MA
John Hancock Personal Financial Services, LLC
Brian Wrigley is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation. He has experience at several firms, including Ventum Financial, Chevron Wealth Preservation Inc., Echelon Wealth Partners, and National Bank Financial Inc. Wrigley is based in Boston, MA. John Hancock Personal Financial Services, LLC serves a diverse client base, including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-assisted, written recommendations. The firm operates an Emergency Savings program and maintains a high client-to-advisor ratio within a scaled service model.
Alexander P
Series 66
Boston, MA
John Hancock Personal Financial Services, LLC
Alexander Page is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds a Series 66 designation and has four years of industry experience. Prior to joining John Hancock, he worked at Voya Financial Advisors, Empower, Brighton Securities, and Merrill Lynch, among other firms. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses third-party financial planning software to generate written recommendations, with implementation at the client’s discretion, and operates an Emergency Savings program without an advisory fee.
Matthew D
Series 63, Series 65
Southlake, TX
John Hancock Personal Financial Services, LLC
Matthew Deno is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Manulife Asset Management (US) LLC since 2012 and has been affiliated with John Hancock and its related entities since 2002. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver generally framed written recommendations, serving a high client load per advisor.
Thomas W
Series 63, Series 66
Boston, MA
John Hancock Personal Financial Services, LLC
Thomas Wironen is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked with John Hancock and its affiliates since 2014. Outside of his advisory role, he serves as a Retirement Consultant providing educational services to participants in qualified retirement plans through John Hancock Retirement Plan Services. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, nonprofits, and businesses. The firm uses a technology-assisted model to deliver generally framed written recommendations, allowing clients discretion in implementation.
Miguel T
Series 63, Series 65, Series 66
Riverview, FL
John Hancock Personal Financial Services, LLC
Miguel Tirado is a financial advisor at John Hancock Personal Financial Services, LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to his current role, he worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2015 to 2021. John Hancock Personal Financial Services provides financial planning and consultative services to a range of clients, including individuals, trusts, estates, non-profits, and businesses, using a technology-assisted service model that emphasizes written, generally framed recommendations.
Steven B
ChFC®, Series 63, Series 66
Sanford, MI
John Hancock Personal Financial Services, LLC
Steven Benzing is a financial advisor with John Hancock Personal Financial Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at John Hancock Distributors, LLC, John Hancock, and CUNA Mutual Group. Outside of his advisory work, he serves as a part-time football coach for Meridian Public Schools. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model that delivers written, generally framed financial plans, with implementation decisions left to clients.
Daniel P
Series 65
Boston, MA
John Hancock Personal Financial Services, LLC
Daniel Perillo is a Series 65-licensed financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He has one year of experience at John Hancock and Manulife Wealth Inc, along with prior roles at RBC Capital Markets and other firms. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a broad range of clients, including individuals, trusts, estates, non-profits, and businesses. The firm employs a technology-assisted, scaled service model that relies on third-party software to generate written financial plans, with implementation decisions left to clients.
Christine P
CFP®, Series 66
Newtown, PA
John Hancock Personal Financial Services, LLC
Christine Pollock is a CFP® and Series 66 licensed advisor with 23 years of industry experience. She is affiliated with John Hancock Personal Financial Services, LLC and has worked at Manulife Asset Management and Merrill. Outside of her financial advisory work, she is a certified yoga teacher and teaches classes at local studios in Newtown, PA. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm utilizes technology-driven, generally framed financial plans reviewed by advisers, supporting both high-net-worth and non-high-net-worth clients.
Robert H
Series 63, Series 66
Boston, MA
John Hancock Personal Financial Services, LLC
Robert Hartigan is a financial advisor at John Hancock Personal Financial Services, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles within John Hancock and its affiliated entities since 2007. Prior to his current position, he worked with Mfc Global Investment Management (U.S.), LLC for ten years. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, including both high-net-worth and non-high-net-worth individuals. The firm employs a technology-assisted service model and relies on third-party financial planning software to deliver written, generally framed recommendations.
Mark L
CFP®, Series 66
Venice, FL
John Hancock Personal Financial Services, LLC
Mark Lowbridge is a CFP® professional with 25 years of experience, currently serving at John Hancock Personal Financial Services, LLC since 2020. He has also held roles within John Hancock and its affiliates since 2006 and worked at Manulife Asset Management from 2012 to 2020. Outside of his advisory work, he is a licensed real estate sales agent involved in the purchase and sale of personal real estate holdings. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving a broad client base through a technology-assisted model that emphasizes written plans and client discretion in implementation.
Martin H
Series 63, Series 65
Enfield, CT
John Hancock Personal Financial Services, LLC
Martin Hairston is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at several related firms within the John Hancock and Manulife family since 2015. Outside of his advisory role, Hairston serves as a retirement consultant, providing educational information to participants in qualified retirement plans through John Hancock Retirement Plan Services. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with a focus on delivering written financial plans and an Emergency Savings program.
Vicki C
Series 65
Boston, MA
John Hancock Personal Financial Services, LLC
Vicki Cook is a financial advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Echelon Wealth Partners for eight years, followed by Ventum Financial. In addition to her advisory work, she is licensed as an insurance advisor since 2008 and dedicates part of her time to insurance services as part of her client planning process. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both high-net-worth and non-high-net-worth clients. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, emphasizing scalable service through a higher client load per advisor.
William W
Series 65
Boston, MA
John Hancock Personal Financial Services, LLC
William Wrigley is a Series 65 licensed financial advisor with one year of industry experience. He is currently affiliated with John Hancock Personal Financial Services, LLC and Manulife Wealth Inc. His prior experience includes roles at Ventum Advisors Corp., Echelon Wealth Partners, Chevron Wealth Preservation, and National Bank Financial. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities across both non‑high‑net‑worth and high‑net‑worth segments. The firm uses a technology-assisted model to deliver written financial plans and operates an Emergency Savings program, serving a large client base through 61 advisors.
Stephanie F
Series 63, Series 65
Boston, MA
John Hancock Personal Financial Services, LLC
Stephanie Flynn Schofield is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with John Hancock Distributors LLC since 2018 and with John Hancock since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, serving a high volume of clients per advisor.
Scott W
Series 63, Series 66
Boston, MA
John Hancock Personal Financial Services, LLC
Scott Ward is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at John Hancock and its related entities since 2009 and was previously with Manulife Asset Management. Outside of his advisory role, he serves as a volunteer trustee for the Claybrook Home Owners Association in Medway, MA. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software to generate recommendations that advisors review and present, supporting a technology-assisted service model with a high client load per advisor.
Tracy H
Series 66
Bridgewater, NJ
John Hancock Personal Financial Services, LLC
Tracy Hummel is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. She has been associated with John Hancock and its related entities since 2005 and has also worked with Manulife Asset Management since 2012. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to produce written recommendations, primarily focusing on asset allocation, retirement, and estate planning, and serves a large client base through a technology-assisted model.
Geoffrey H
Series 63, Series 66
Newton, MA
John Hancock Personal Financial Services, LLC
Geoffrey Hardaway is a financial advisor at John Hancock Personal Financial Services, LLC with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining John Hancock, he worked at Fidelity Brokerage Services, LLC for four years and has a background in environmental and technology firms. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software for written recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.
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