Southborough, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$45,775,094,711
ClientsTotal clients
52,263
AdvisorsAdvisors at this office
2
Of 648 advisors across 219 offices
Location
2 Park Central, Ste. 130
Southborough MA 01772
Advisors at this office
2
Advisors at this office
Christopher T
CFP®, Series 66
Southborough, MA
CWM, LLC
Christopher Tobey is a CFP® with 17 years of industry experience. He has worked at CWM, LLC since 2020 and previously spent ten years at Purshe Kaplan Sterling and Atlantic Capital Management. Tobey is based in Southborough, MA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory services, and comprehensive retirement-plan solutions.
Patrick H
CFP®, Series 63
Southborough, MA
CWM, LLC
Patrick Healy is a CFP®-designated financial advisor with seven years of industry experience. He is currently with CWM, LLC and Carson Wealth, where he has worked since 2019. His prior experience includes roles at Northeast Planning Associates, Inc. and LPL Financial. Healy is also licensed to sell fixed insurance products including life, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, institutions, and corporations through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using a discretionary model portfolio approach overseen by an in-house Investment Committee and supported by third-party sub-advisors and technology tools.
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