Needham, MA Office

Team
Updated today

Client AUM

$1,344,135,794

Clients

4,845

Advisors

2

Of 176 advisors across 92 offices

Location

1040 Great Plain Ave, Suite 210

Needham MA 02492

Advisors at this office

2

Advisors at this office

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Dimitrios G

Series 66, Series 63, Series 65

Needham, MA

Packerland Brokerage Services, Inc.

Dimitrios Georgakopoulos is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has been self-employed since 2007. Outside of his advisory work, he serves as Stewardship Chair for the Greek Orthodox Church of Weston and is Treasurer and a board member for Weston Youth Soccer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes third-party money managers and the Hilltop/Hilltop-cleared Envestnet platform to offer a range of investment solutions.

Retirement income strategy Options & derivatives strategies Wealth management
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Ariel D

Series 65, Series 63

Needham, MA

Packerland Brokerage Services, Inc.

Ariel Dangelo is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in both financial services and real estate, including roles at MassMutual Life Insurance Company and Messina Realty Collective. Outside of advisory work, she is involved in real estate as a licensed agent and business advisor, and she serves as CEO and president of a startup developing budgeting and financial literacy software. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of investment advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing a platform that supports both direct and third-party managed accounts.

Retirement income strategy Options & derivatives strategies Wealth management
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