Tony Proctor is a CFP® with 22 years of industry experience and has been with Proctor Financial since 1994. He is based in Wellesley, MA, and holds a Series 63 license. Proctor Financial advises individuals, particularly those at or near retirement, as well as trusts, estates, retirement plans, charitable organizations, and small businesses, offering comprehensive investment management and integrated financial planning. The firm customizes asset allocation using a proprietary Time-weighted Cash-flow Methodology and manages globally diversified portfolios on a discretionary basis, incorporating alternative exposures and customized structured notes.

Stephen Doucette is a CFP® with 26 years of experience in financial advising. He has been with Proctor Financial since 2005 and previously worked at Lexington/Bridgewater Wealth Management, Lexington Advisors, and Wingate Planning Corp. Proctor Financial serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, focusing on clients at or near retirement. The firm provides comprehensive investment management and integrated financial planning, employing a proprietary Time-weighted Cash-flow Methodology to create customized, globally diversified portfolios that include alternative exposures and structured notes.