Winthrop Wealth

Andrew Murphy is a CFA® charterholder with nine years of industry experience. He has worked at Winthrop Advisory Group LLC since 2018 and previously held roles at LPL Financial, LLC and Shepherd Financial Partners. Murphy is based in Boston, MA. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment philosophy that incorporates both in-house management and third-party sub-advisers to implement tax-managed, systematic, and options-based strategies.

Lucas Winthrop is a financial advisor at Winthrop Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked with Winthrop Advisory Group, LLC since 2017 and LPL Financial from 2013 to 2024. Outside of his advisory role, he is involved with Cirque Holdings LLC, a business entity for tax and investment purposes. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudence-focused investment philosophy using a structured process and combines in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Robert Zola is a CFP® professional with 10 years of experience in financial advising. He currently works at Winthrop Wealth, where he has been since 2017, and previously was with LPL Financial. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term investment approach with a four-step process and uses a combination of in-house management and third-party sub-advisers to implement tax-managed and options-based strategies.

Peter Jaworski is a CFP® and ChFC® with 27 years of experience in financial advising. He is currently with Winthrop Wealth and also serves as President and CEO of Financial Planning Strategies, LLC. His prior experience includes roles at LPL Financial and Caturano Wealth Management. Winthrop Wealth offers investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, prudent investment approach and combines in-house management with third-party sub-advisers to implement tax-managed and systematic strategies.

Scott Cohen is a financial advisor at Winthrop Wealth in Boston, holding Series 63 and Series 66 licenses with 16 years of industry experience. His career includes roles at Eagle Strategies and New York Life, where he worked for over 17 years. Outside of his advisory work, Cohen serves as an officer in the BNI Wayland Commerce Connection, a local networking organization. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term investment approach through a structured four-step process and combines in-house management with third-party sub-advisers to implement tax-managed and systematic strategies.

Jonathan Hunter is a financial advisor at Winthrop Wealth with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including John Hancock Advisers, Manulife Investment Management, and LPL Financial. His current role at Winthrop Advisory Group has spanned five years. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm utilizes a long-term, goal-oriented investment process combining in-house management and third-party sub-advisers, serving both high-net-worth and institutional clients.

Francesca Lanza is a financial advisor at Winthrop Wealth with four years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Eaton Vance prior to joining Winthrop Wealth. Outside of finance, her background includes roles at Wahlburgers and the University of Massachusetts-Amherst. Winthrop Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach that combines in-house management with third-party sub-advisers and serves both retail and institutional clients.

Matthew Mc Grath is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Winthrop Wealth in Boston, MA. He previously worked at One Digital and SS&C Technologies. Winthrop Wealth offers investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm follows a long-term investment approach using a structured process and employs a combination of in-house management and third-party sub-advisers to implement tax-managed and options-based strategies.

Edward Burke is a CFA® charterholder with 29 years of industry experience. He currently serves at Winthrop Wealth and was previously with LPL Financial for 27 years. Burke holds Series 63 and Series 65 licenses and has been with Winthrop Advisory Group since 2017. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-driven investment approach, combining in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

David Mercer is a financial advisor at Winthrop Wealth with 27 years of industry experience. He previously operated Mercer Asset Management, Inc. for 27 years before joining Winthrop Advisory Group, LLC. Mercer holds Series 63 and Series 65 credentials. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach combining in-house management with third-party sub-advisers and offers specialized ERISA plan services and a wrap fee program through LPL Financial.

Kenneth Dean is a CFP® and CFA® with 17 years of industry experience. He is currently with Winthrop Wealth and previously worked at LPL Financial and Peak Financial Management. In addition to his advisory role, he maintains a CPA practice focused on tax preparation and accounting. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm’s investment approach emphasizes prudence and a long-term process involving goal analysis, policy setting, portfolio construction, and ongoing monitoring, combining in-house management with third-party sub-advisers.

Sean Winthrop is a Series 66 licensed advisor with Winthrop Wealth in Denver, CO, and has four years of industry experience. His prior roles include positions at LPL Financial and Reliance Standard. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm emphasizes a long-term, prudent investment approach and combines in-house management with third-party Sub-Advisers to implement various strategies, managing approximately $3.1 billion in assets.

David Moretsky is a CFP® and ChFC® with 26 years of experience in financial advisory. He is currently a financial advisor and founding partner at Keel Financial Partners and works with Winthrop Wealth. His career includes roles at firms such as LPL Financial and Crump Life Insurance Services. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm uses a four-step investment process focused on prudence and long-term goals, combining in-house management with third-party sub-advisers, and manages approximately $3.1 billion in assets.

Daniel Castle is a financial advisor at Winthrop Wealth in Boston, MA, holding the CFP® and ChFC® designations with 22 years of industry experience. His prior roles include positions at Highland Capital Brokerage, LPL Financial LLC, and John Hancock Distributors LLC. Outside of his advisory work, he is involved in non-variable insurance production related to investment activities. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-oriented investment approach that combines in-house management with third-party sub-advisers and serves a range of clients including institutional and non-retail entities.

Harvey Slaughter is a financial advisor at Winthrop Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including LPL Financial, Schechter Investment Advisors, LLC, and Via Global Advisors LLC. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-focused investment process and combines in-house management with third-party sub-advisers to implement tax-managed, systematic, and options-based strategies.