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Casey D. Paton
Wealth ConsultantMobile Phone(617) 834-175353 State Street28th FloorBoston MA 02109Areas Served
- New England
Focus Areas
Investment PlanningAsset AllocationRetirement PlanningEducation
Villanova University - B.S. Finance Boston College - M.S. FinanceLicenses & Registrations
FINRA Series 7 - General Securities Representative Exam,Life Insurance License ,FINRA Series 66 - Uniform Combined State Law Exam,Certified Financial Planner (CFP®),Chartered Financial Analyst (CFA®)Areas Served
- Mid-West
Focus Areas
Asset AllocationInvestment PlanningRetirement PlanningEducation
NYU Stern BS in Finance and Data Science 2022Licenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law FirmAreas Served
- New England
Focus Areas
Asset AllocationInvestment PlanningTax PlanningEstate PlanningEducation
Bachelor’s degree in business administration from the Whittemore School at the University of New HampshireLicenses & Registrations
FINRA Series 63 - Uniform Securities Agent State Law Exam,Certified Financial Planner (CFP®),Certified Wealth Strategist (CWS®)Areas Served
- Greater Boston/New England
Focus Areas
Personal Banking SolutionsCustomized LendingCash Flow PlanningDebt ManagementEducation
Bachelor's degree- Bryant UniversityRegistrations & Licenses
FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law ExamAreas Served
- Greater Boston/New England
Focus Areas
Cash Flow PlanningCustomized LendingDebt ManagementPersonal Banking SolutionsLicenses & Registrations
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law ExamEducation
Bachelor's of the Arts, Connecticut CollegeMichael McNabb
Wealth ConsultantMobile Phone(781) 864-497753 State Street28th FloorBoston MA 02109Areas Served
- Nation wide
Focus Areas
Retirement PlanningAsset AllocationBusiness Succession PlanningInvestment PlanningEstate PlanningFamily wealth preservation and growthEducation
Suffolk University Undergraduate Sawyer School of Management Suffolk University MBALicenses & Registrations
FINRA Series 65 - Uniform Investment Advisor Law Firm ,FINRA Series 66 - Uniform Combined State Law ExamAreas Served
- New England
- Florida
- Georgia
Registrations & Licenses
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 66 - Uniform Combined State Law ExamEducation & Other Licenses
Northeastern University, BSBA FinanceAreas Served
- MA
- NH
Focus Areas
Retirement PlanningAsset AllocationInvestment PlanningBusiness Succession PlanningTax PlanningFINRA Registrations & Insurance Licenses
FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance LicenseEducation & Other Certificates
Certified Financial Planner™ (CFP®) Baruch College, Bachelor's of Science in AccountingAreas Served
- New England
- Midwest
Focus Areas
Asset AllocationInvestment PlanningEstate PlanningTax PlanningCharitable GivingEducation
Ohio Wesleyan University - B.A., Double Major in International Business and Spanish Northeastern University - M.S., Commerce and Economic DevelopmentLicenses & Registrations
FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,Certified Financial Planner (CFP®)
First Citizens Bank
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