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Our Team

Investment Management

Financial Planning

Bridgett is always searching for the best ice cream spots.

Bridgett M. Abbascia

Client Service Manager

Caroline plays seven instruments!

Caroline Bailey

Client Service Associate

David is a CFP® and an enthusiastic cricketer.

David Barlow, CFP^®

Financial Advisor

Jay is a CFP® and enthusiastic hiker.

Jay Barrett, CFP^®, AIF^®

Financial Advisor

In her spare time, Christine enjoys home decorating and interior design.

Christine Barry

Client Service Manager

K is actively involved in Veteran services and is a proud Blue Star Mother.

Karen A. Belliveau

Senior Client Service Manager

Joe is a CFA Charterholder and enjoys playing men’s league basketball.

Joe Benoit, CFA

Portfolio Manager

Adam is an avid sports fan and enjoys visiting local restaurants and wineries with his wife.

Adam R. Cahoone

Client Service Manager

Tara loves watching the Boston Red Sox and has recently become a WNBA fan!

Tara Carnazza

Client Service Manager

Adam is a Financial Advisor and family man.

Adam Clark

Financial Advisor

Janelle is a CFP® and has a twin sister.

Janelle L. Coulman, CFP^®

Financial Advisor

Sam is a relative of Huey Lewis from "Huey Lewis and the News".

Sam Cregg

Regional Director

Outside of work he enjoys spending time attending his kids’ activities and sporting events.

Michael Davide

Chief Compliance Officer

Justin is a CFP®, father of three daughters, and talented musician.

Justin C. Davis, CFP^®

Financial Advisor

Chris is a CFA Charterholder and enjoys golfing.

Christopher S. Deeley, CFA

Financial Advisor

Sean is a CFP® and enjoys reading about history and finance.

Sean Donovan, CFP^®

Financial Advisor

Load More People

Load More People

Our process: Part art. Part science. All about you.

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Latest News & Insights

12.11.25 | Firm Announcements

Grimes & Company Named 2025 Best RIAs to Work For

12.10.25 | Financial Planning

2026 Important Numbers Guide – What’s New This Year?

By Matthew Licata

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