Advisors at this firm
Elaine M
CFP®, Series 63, Series 65
North Andover, MA
Flying Point Financial, Inc.
Elaine Morgillo is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. She is also managing agent for a condominium owners' association in York Beach, Maine. Flying Point Financial serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing wealth management and financial planning. The firm employs a fundamental analysis approach tailored to clients’ objectives and manages approximately $206.7 million in discretionary assets.
Amy M
Series 63, Series 65
North Andover, MA
Flying Point Financial, Inc.
Amy Mastromonaco is a financial advisor with Flying Point Financial, Inc. and holds Series 63 and Series 65 credentials. She has 22 years of industry experience, including 22 years at Morgillo Financial Management, Inc. prior to joining Flying Point Financial in 2020. Flying Point Financial serves individuals, high-net-worth clients, and institutional accounts such as trusts and pension plans, offering wealth management and financial planning services. The firm emphasizes fundamental analysis and tailors investment strategies to client objectives, managing a discretionary portfolio of over $200 million through a small team of three advisors.
Kevin K
Series 63, Series 65
North Andover, MA
Flying Point Financial, Inc.
Kevin Kennedy is a financial advisor at Flying Point Financial, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining Flying Point Financial in 2020, he spent 19 years at Morgillo Financial Management, Inc. Flying Point Financial serves individuals, high-net-worth clients, trusts, estates, and pension and profit-sharing plans by providing wealth management and financial planning services. The firm manages approximately $206.7 million in discretionary assets, tailoring investment strategies based on fundamental analysis and client objectives.