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Paul D
CFP®, Series 63, Series 65
Needham, MA
Commonwealth Financial Network
Paul Doherty is a CFP® professional with over 31 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and co-owns Wells Financial Partners, LLC, where he has worked since 2005. His other business activities include ownership of an entity created for securities business and involvement in selling fixed insurance products. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers advisors discretion in portfolio construction and manages model portfolios through a due-diligence process, while also maintaining substantial clearing and custody relationships.
Kevin G
Series 66
Needham, MA
Commonwealth Financial Network
Kevin Gunning is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Financial Partners and involvement with Dedham Country and Polo Club. He also has academic experience from the University of Massachusetts Amherst and Xaverian Brothers High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.
Nathan L
Series 63, Series 65
Needham, MA
Commonwealth Financial Network
Nathan Law is a financial advisor with Commonwealth Financial Network, holding CFP® certification and Series 63 and 65 licenses. He has 17 years of industry experience and has been affiliated with Commonwealth since 2011 and Wells Financial Partners since 2016. Law is also a co-owner of Wells Financial Partners, LLC and owns Invest 365 LLC, entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion to construct client portfolios from various securities and insurance products.
Brett S
CFP®, Series 66
Needham, MA
Commonwealth Financial Network
Brett Saide is a financial advisor with Commonwealth Financial Network in Needham, MA, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has worked at Wells Financial Partners, LLC and Commonwealth Financial Network since 2016, and previously at IDS Life Insurance Company and American Express Financial Advisors. Outside of his advisory role, he is a long-term co-owner of Liquor Land. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.
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