Beverly, MA Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,206 offices

Location

Beverly MA

Advisors at this office

2

Advisors at this office

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Dawn R

Series 63, Series 66

Beverly, MA

Commonwealth Financial Network

Dawn Rimari is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2004. Outside of her advisory role, she presents financial literacy programs to charter schools in Lawrence, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including discretionary model portfolios and personalized investment options. The firm offers operational, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Peter C

Series 66

Beverly, MA

Commonwealth Financial Network

Peter Callas is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2008. Outside of his advisory work, he is a self-employed psychotherapist. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a wide range of adviser-support services including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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