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Salem, MA Office

Team
Updated today

Client AUM

$186,620,294

Clients

707

Advisors

2

Of 3 advisors across 2 offices

Location

11 A Derby Square

Salem MA 01970

Advisors at this office

2

Advisors at this office

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Barbara M

Series 66

Salem, MA

Rothwell Investment Advisors

Barbara Maitland is a financial advisor with Rothwell Investment Advisors and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at Flagship Harbor Advisors and LPL Financial. Outside of her advisory work, she is involved in several music-related activities in Salem, MA, including organizing group and family music instruction, and she is a certified pickleball coach. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with comprehensive financial planning. The firm manages accounts on a discretionary basis and uses various analytical methods and investment vehicles tailored to client goals and risk tolerance.

Wealth management
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Mark M

Series 66

Salem, MA

Rothwell Investment Advisors

Mark Maitland is a financial advisor at Rothwell Investment Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Flagship Harbor Advisors. Maitland serves as a board member of the nonprofit Mettafore. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with comprehensive financial planning. The firm manages accounts on a discretionary basis using various analytical methods and serves approximately 695 clients with two advisors.

Wealth management
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