Pearson Financial Services

William Lord is a CFA® charterholder with 18 years of industry experience. He has been with Pearson Financial Services since 2007 and also serves as an estate administrator at the Law Office of Kathleen Fowler. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for about 500 clients, including high-net-worth individuals and families. The firm employs a customized, consultative approach to asset allocation and portfolio management, integrating retirement, tax, and estate planning in its wealth management services.

Bryan Bastoni is a CFP® professional with 24 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments since 2005 and Pearson Financial Services since 1999. Bastoni holds a Series 66 license and is based in Dennis, MA. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, including high-net-worth individuals and families. The firm provides non-discretionary asset allocation and portfolio management alongside retirement, tax, and estate planning through a consultative, customized approach.

Coral Murphy is a financial advisor at Pearson Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Pearson Financial Services since 1996, including in an operations management role. The firm is a team-based registered investment adviser managing approximately $885 million for about 500 clients, primarily individuals and families, including high-net-worth clients. Pearson Financial Services offers non-discretionary asset allocation and portfolio management combined with retirement, tax, and estate planning through a consultative process focused on long-term, customized allocations.

Kathleen Fowler is a Series 65 credentialed financial advisor with 20 years of industry experience. She has been with Pearson Financial Services since 2006 and also operates the Law Offices of Kathleen Fowler, where she has worked for 27 years. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, including high-net-worth individuals and families. The firm provides non-discretionary portfolio management alongside retirement, tax, and estate planning through a customized, consultative approach that emphasizes long-term, client-approved investment strategies.

Christopher Dupee is a financial advisor at Pearson Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Pearson Financial since 2009. In addition to his advisory role, he is a certified public accountant providing accounting and tax services. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for about 500 clients, including high-net-worth individuals and families. The firm offers non-discretionary asset allocation, portfolio management, and integrated retirement, tax, and estate planning through a customized, consultative process.

Debra Coccoro is a financial advisor with Pearson Financial Services in Dennis, MA, holding 11 years of industry experience. She has operated the Law Office of Debra Coccoro since 2016. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, serving individuals and families including high-net-worth clients. The firm offers non-discretionary asset allocation, portfolio management, and integrated retirement, tax, and estate planning through a customized, consultative process.