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Dennis W
CFA®, Series 63
Andover, MA
Abbot Financial Management, Inc.
Dennis Wassung Jr. is a financial advisor at Abbot Financial Management, Inc. with 24 years of industry experience. He holds the CFA® designation and Series 63 license. His prior experience includes roles at Huntwicke Securities, LLC, Huntwicke Advisors, LLC, and Cabot Wealth Management. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and constructs customized portfolios using a variety of securities, employing both fundamental and technical analysis with a generally long-term investment approach.
Andrew N
CFA®
Andover, MA
Abbot Financial Management, Inc.
Andrew Novelline is a CFA® charterholder with 23 years of industry experience. He has been with Abbot Financial Management, Inc. since 2005. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and uses both fundamental and technical analysis to tailor portfolios based on client goals, risk tolerance, and time horizon.
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