Boston, MA Office

Julian B. Morris, CFP®, ChFC®, CLU®, RICP®, TPCP®, AAMS®, CRPC®, CFS®, AIF®, BFA®, is the founder and principal of Concierge Wealth Management, a boutique fiduciary practice in Boston. He has been in the business since 2004 and works with executives, business owners, and families who want an advice-first relationship. The practice coordinates the full financial picture: tax planning, equity compensation, retirement income, and estate coordination, not just the portfolio. Many client relationships now span two and three generations of the same family. Morris has been named a Five Star Wealth Manager every year since 2013. His commentary on equity compensation, taxes, and retirement has appeared in Forbes, TIME, CNBC, Kiplinger, and Yahoo Finance. Advisory services are offered through Flagship Harbor Advisors, LLC, an SEC-registered investment adviser. Securities are offered through LPL Financial, member FINRA/SIPC.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2011. Laurenz teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Kimberly Kelly is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Flagship Harbor Advisors, LLC since 2016, concurrently with her tenure at LPL Financial beginning in 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

Kyle Hurley is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young and LPL Financial. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a team of about 60 advisors, using a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts.

Kelsey Strait is a financial advisor at Flagship Harbor Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Flagship Harbor Advisors, LPL Financial, Cantella & Co., Inc., and Commonwealth Financial Network. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of around 60 advisors, employing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Jonathan Coughlin is a financial advisor at Flagship Harbor Advisors, LLC with nine years of industry experience. He holds a Series 66 credential and has worked at Flagship Harbor Advisors since 2019, with prior experience at Cantella & Co., Inc., AXA Advisors, LLC, Lending Club Patient Solutions, LPL Financial, Shepherd Financial Partners, and the University of New Hampshire. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and offers services including investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors.

Alan Fatemi is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA. He holds the Series 66 designation and has 20 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2015. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Quentin Climer is a financial advisor at Flagship Harbor Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Harbor Advisors and LPL Financial since 2015. In addition to his advisory role, he has engaged in selling various fixed insurance products, including long-term care and life insurance. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies using mutual funds, ETFs, individual securities, and third-party managed accounts.

Michael Krasco is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Flagship Harbor Advisors since 2014 and concurrently associated with LPL Financial, LLC. Outside of his advisory work, he is involved with Cameron Real Estate Group Inc., providing mortgage and real estate services. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and third-party platforms to monitor and rebalance assets, delivering services through a team of about 60 advisors.

Jonathan Marston is a financial advisor at Flagship Harbor Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fidelity Investments, and Cantella & Co., Inc. Outside of his advisory role, he is involved in coaching sports and fitness through an organization called Laxachusetts. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets as of December 2025 and employs a variety of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Christopher Sheehan is a CFP® with 23 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC since 2015. He holds an inactive attorney license and divides his professional time between Flagship Harbor Advisors and LPL Financial. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a mix of mutual funds, ETFs, individual securities, and third-party managers with both fundamental and technical analysis.

Jefferson Jones is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Flagship Harbor Advisors since 2014, concurrently affiliated with LPL Financial, LLC. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans with investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a variety of investment strategies including allocations to mutual funds, ETFs, individual securities, and independent managers.

Daniel Moran is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Flagship Harbor Advisors, LLC and LPL Financial since 2013. Moran is based in Boston, MA. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis and offering services such as investment management, financial planning, and retirement-plan consulting.

Matthew Morrow is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors since 2011 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Morrow serves as an elected town meeting member in Milton, MA. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and offers investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors, employing a range of investment strategies and utilizing third-party technology to monitor and rebalance assets.

Gregory Munroe is a CFP® professional with 33 years of industry experience, currently serving at Flagship Harbor Advisors, LLC since 2010. He also maintains a long-standing affiliation with Ids Life Insurance Company dating back to 1992. Munroe is based in Boston, MA. He is co-owner of JMB LLC, a real estate rental business he operates with his spouse. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and uses a range of investment strategies including mutual funds, ETFs, individual securities, and managed accounts, employing both fundamental and technical analysis.