A complete list of active advisors currently associated with MSA Financial

Warmer can help you find a great advisor at MSA Financial or one who fits your needs even better.

MSA Financial serves individuals (both non‑high‑net‑worth and high‑net‑worth), trusts, estates, business entities, retirement plans and financial institutions, providing discretionary and non‑discretionary investment management, financial planning, retirement‑plan advisory, managed‑account programs, and brokerage consulting. The firm also offers standalone financial planning and consulting engagements and supports plan sponsors with ERISA‑focused services such as investment policy design and benchmarking. The firm’s investment approach is primarily long‑term and customized, using both fundamental and technical analysis to construct diversified portfolios of mutual funds, ETFs, individual stocks and bonds while accommodating client‑imposed restrictions. MSA Financial uses third‑party artificial intelligence tools for research, portfolio analysis and risk monitoring, and may implement allocations through unaffiliated money managers or program sponsors while retaining ongoing oversight and fiduciary duties. MSA Financial’s brochure discloses a distinctive operational feature: it introduces clients to non‑purpose lending programs that use account assets as collateral and may permit borrowing within separately managed accounts, an arrangement the firm notes can create margin, tax and liquidity risks and a potential conflict because advisory fees continue on collateralized assets. The firm manages about $1.4 billion across eight advisors and 1,324 clients, maintains an institutional custodian relationship that provides software and economic benefits, and provides compensated consulting to certain brokerage customers — factors that affect its service model and conflict‑mitigation practices.

To learn more about the advisors currently working at MSA Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Cammarata	Braintree, MA	22
Denise Del Monaco	Braintree, MA	22
Allison Leary	Braintree, MA	10
Paul Marino	Braintree, MA	37
Brandon Roy	Braintree, MA	10
Robert Roy	Braintree, MA	40
Richard Stram	Braintree, MA	39
Ryan Zimmerman	Braintree, MA	22

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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