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Jack F

CFP®

Lexington, MA

Hightower Advisors

Jack Freedman is a CFP® affiliated with Hightower Advisors in Lexington, MA, with two years of industry experience. Prior to joining Hightower in 2024, he worked at Bickling Financial Services for three years. Outside of his advisory role, he owns a marketing company called Creatore LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ashley H

Series 63, Series 65, Series 66

Lexington, MA

Hightower Advisors

Ashley Hoy is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Prior to joining Hightower in 2023, she held roles at Whole Foods, Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life. She is also a Notary Public for the state of Massachusetts. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with access to diversified investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Dorothy B

CFP®, Series 63, Series 65

Lexington, MA

Hightower Advisors

Dorothy Bickling is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. She previously worked at Purshe Kaplan Sterling Investments and operated Bickling Financial Services, Inc. for over three decades. She is also a board member of Weld Greeley, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and access to alternative investments. The firm supports various portfolio management strategies and emphasizes operational features such as monitoring, rebalancing, and trading efficiencies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Spencer B

CFP®, Series 63

Lexington, MA

Hightower Advisors

Spencer Betts is a financial advisor with Hightower Advisors in Lexington, MA, holding the CFP® designation and Series 63 license. He has 26 years of industry experience, including prior roles at LPL Financial, Purshe Kaplan Sterling Investments, and Dietz & Lynch Capital. Betts is also a partial owner of Bickling Financial Services, where he provides financial advisory services and serves as Chief Compliance Officer. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, supported by proprietary research and operational features tailored to complex portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Patrick H

CFP®, Series 63, Series 66

Lexington, MA

Hightower Advisors

Patrick Hanlon is a CFP® with 12 years of industry experience. He is currently associated with Hightower Advisors and has previously worked at Bickling Financial Services and LPL Financial. Hanlon holds Series 63 and Series 66 licenses and is based in Lexington, MA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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