Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes & Company, he worked at Fidelity Investments and has a background that includes roles at Villanova University and involvement with the NH Tomahawks. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across a range of asset types, with a notable breadth of institutional services including sub-advisory roles and affiliated private investment funds.

Maureen Pasciucco is a CFA® charterholder with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm employs customized investment strategies across various asset types and offers a range of institutional-type services, including sub-advisory roles and affiliated private investment funds.

Brendan Shea is a CFP® professional with two years of industry experience. He currently works at Grimes & Company and previously held roles at Heritage Financial Services and FP Solutions RI. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm employs proprietary research and portfolio management systems to create customized investment strategies and offers a range of institutional-type services, including sub-advisory work, specialized allocations, and integrated non-investment client services.

Jordan Letendre is a CFP® with 15 years of industry experience, currently serving as an advisor at Grimes & Company since 2014. He is a member of the Financial Planning Association of Massachusetts and serves on the Investment Committee at St Joseph's Abbey. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm offers customized investment strategies across a range of asset types and also serves as a sub-advisor to other registered investment advisers.

Kevin Grimes is a CFP® and CFA® with 28 years of experience in the financial industry. He has been with Grimes & Company since 1999 and previously worked at Mid Atlantic Capital Corporation from 2017 to 2021. Outside of his advisory work, he serves as a board member for the charitable organization North Hill. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, with a range of institutional-type services and specialized investment options.

Molly Welch is a CFP®, CFA®, and Series 65 credentialed advisor with four years of industry experience. She has worked at Grimes & Company since 2021 and previously spent five years at athenahealth. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, estates, charitable organizations, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across multiple asset types, while also providing institutional-type services such as sub-advisory engagements and ERISA plan support.

Gordon Thomas is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Grimes & Company. His prior roles include positions at MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and it provides a range of institutional-type services such as acting as a sub-advisor to other advisers and managing affiliated private investment funds.

Todd Herman is a CFP® professional with five years of industry experience, currently serving at Grimes & Company. His prior roles include positions at iCapital, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and offers a wide range of institutional-type services, including sub-advisory roles and specialized investment options.

Emily Wood is a CFP® with 24 years of industry experience, currently serving at Grimes & Company since 2002. She previously worked at NewEdge Securities, LLC for 16 years. Outside of her advisory role, she is an assistant treasurer for the New England Botanical Garden at Tower Hill and a steering committee member for the McNulty Women's Institute for Women's Leadership. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and governmental clients. The firm utilizes proprietary research and portfolio management systems to build customized strategies and offers a range of institutional-type services including sub-advisory roles and affiliated private investment funds.

Thomas Grimes is a CFP® professional with 32 years of industry experience, currently serving at Grimes & Company. He has worked at NewEdge Securities, LLC for 16 years and has been self-employed since 1991. Grimes is also a member of the board of directors at Walpole Cooperative Bank. Grimes & Company provides discretionary investment management and financial planning for individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm employs proprietary research and portfolio management systems to build customized strategies and offers institutional-type services including sub-advisory roles, specialized investment allocations, and integrated non-investment services.

Laurie Littlefield is a financial advisor with Grimes & Company, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Grimes & Company since 2005 and was previously with Mid Atlantic Capital Corporation from 2011 to 2017. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base including individuals, families, trusts, estates, charitable organizations, pension plans, and government entities. The firm employs proprietary research and portfolio management systems to build customized investment strategies and offers a range of institutional-type services such as sub-advisory engagements and ERISA plan support.

Matthew Morse is a CFA® charterholder with six years of industry experience. He currently serves as a financial advisor at Grimes & Company and has previously worked at Harmony Wealth Partners LLC, Clarendon Private LLC, Mainstone Capital Management, LLC, and Eaton Vance Investment Counsel. Outside of his advisory work, he is a member of MCM Sports Partners, LLC, which is involved in sports franchise transactions. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across a range of asset types, with a notable emphasis on institutional-type offerings and integrated non-investment services.

Timothy Rheaume is a financial advisor at Grimes & Company with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 credentials. Prior to joining Grimes & Company in 2021, he worked for Natixis Investment Managers for 11 years. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across various asset classes, including mutual funds, ETFs, and private investment funds.

Eleanor Kreitler is a CERTIFIED FINANCIAL PLANNER™ at Grimes & Company with five years of industry experience. She previously worked at Morgan Stanley and Charles Schwab & Co., Inc. Eleanor holds the Series 66 license. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, with a range of institutional-type services including sub-advisory roles and ERISA plan services.

Patricia Lavoie is a CFP® professional with three years of industry experience, currently serving at Grimes & Company. She previously worked at EP Wealth Advisors and Fortis Management Group LLC. She also acts as a trustee for two family trusts, engaging in trust administration activities. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across a range of asset types, including mutual funds, ETFs, individual securities, and allocations to independent managers.

Joseph Benoit Jr. is a CFA® charterholder with 19 years of industry experience. He has worked at Grimes & Company, Inc. since 2006 and was previously with Mid Atlantic Capital Corporation from 2009 to 2017. Benoit holds a Series 66 registration. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio management systems to develop customized investment strategies, offering a range of institutional-type services including sub-advisory roles and ERISA plan work.

Thomas Dunlap is a CFA® charterholder with four years of industry experience. He has worked at Grimes & Company since 2025 and previously held roles at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. from 2011 to 2022. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm builds customized investment strategies using proprietary research and portfolio management systems, and it offers a range of institutional-type services, including sub-advisory roles and affiliated private investment funds.

David Barlow is a CFP® with 19 years of industry experience, currently affiliated with Grimes & Company. He previously worked at Goodman Advisory Group, LLC and Ferris Capital, LLC. Grimes & Company provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, with a broad range of institutional-type services such as sub-advisory roles and ERISA plan management.

Benjamin Wallace is a CFA® charterholder with 23 years of industry experience. He has been with Grimes & Company since 2001. Outside of his advisory role, he serves as treasurer for the Mystic River Rugby Club, managing the club’s bank account and budget. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, and institutional clients, including state and municipal entities. The firm offers customized investment strategies utilizing proprietary research and manages portfolios across a variety of asset types, with a range of institutional-type services and integrated non-investment solutions.

Jennifer Moran is a CFP® with 18 years of industry experience, currently serving as an advisor at Grimes & Company since 2014. She holds the Series 65 designation and practices out of Westborough, MA. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and government entities. The firm employs proprietary research and portfolio management systems, offering customized strategies across various asset classes and specialized approaches such as allocations to independent managers and private investment funds.

Jae Song is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with Grimes & Company, Inc. since 2011. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and supports a range of institutional-type services such as sub-advisory roles and ERISA plan work.

Michael Maguire is a financial advisor with Grimes & Company in Westborough, MA, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including long tenure at Mutual of America and prior roles at Strategic Retirement Partners. Maguire also operates as an independent insurance agent outside of his advisory work. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies using proprietary research and manages portfolios across various asset types, while also providing institutional services such as sub-advisory engagements and ERISA plan consulting.

Timothy Grimes is a financial advisor at Grimes & Company with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewEdge Securities, LLC. Outside of his advisory role, he serves as a trustee managing multiple family trusts. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and a broad range of institutional-type services including sub-advisory roles and specialized investment strategies.

Sean Donovan is a CFP® with five years of industry experience. He currently works at Grimes & Company and previously held roles at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and provides a broad range of institutional-type services including sub-advisory roles and specialized investment strategies.

James Grenon is a financial advisor with Grimes & Company in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Grimes & Company since 2006 and previously held positions at NewEdge Securities, LLC and The Leaders Group DBA Simplicity Investments. Grenon serves on the board of BankHometown, a mutual savings bank, providing oversight and advisory services. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm develops customized investment strategies supported by proprietary research and provides a range of specialized services such as sub-advisory roles, ERISA plan administration, and integration of non-investment services.

Janelle Coulman is a CFP® with 12 years of industry experience, currently serving at Grimes & Company in Westborough, MA. She has worked at Grimes & Company since 2014 and previously spent 11 years at NewEdge Securities, LLC. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems and supports a wide range of institutional-type clients while integrating non-investment services into its client work.

Christopher Deeley is a CFA® charterholder with 17 years of industry experience. He has been with Grimes & Company since 2017, following prior roles at Adviser Investments, LLC and Braver Wealth Management, LLC. Grimes & Company provides discretionary investment management and financial planning to a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, and it provides a range of institutional-type services such as sub-advisory roles and ERISA plan services.