Top multi-generational wealth transfer financial advisors in Nantucket, MA

Joseph Snouffer is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Janney Montgomery Scott and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is the owner of JK Baxter, LLC, a non-investment-related business in Nantucket, MA. Janney Montgomery Scott is a large firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plans, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across multiple wrap programs and unified managed accounts.

Christian Najera is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in comprehensive wealth management strategies tailored to client needs, including college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined benefit and contribution plans. Christian emphasizes a personalized approach, working one-on-one with clients to develop financial strategies aligned with their long-term goals. Christian holds a Bachelor's degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish and is a member of the Latino Business Council. Christian is also engaged in community service, volunteering with local food banks in alignment with Merrill's tradition of community involvement. Outside of his professional responsibilities, Christian enjoys adventure sports, baseball, basketball, chess, music, skiing, swimming, spending time with his family, and traveling. He also has an interest in exploring new restaurants and learning how to fly.

Douglas Massey is a financial advisor with UBS Financial Services in Nantucket, MA, holding a Series 66 license and 22 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client solutions.

Gerald Curtis is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Nantucket, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured tools and modeling techniques in its planning process.

Susan Storey is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Commonwealth Equity Services, Inc. since 1999. Storey is also the owner of Storey Financial Services, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving approximately 2,950 advisors and their retail and institutional clients nationwide. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.