Professional Advisor Committee

Professional advisors play a critical role in the future of philanthropy in our region.

 

Our Professional Advisor Advisory Committee (PAAC) was launched on March 15th, 2018. It is the governing body for the Professional Advisors Network. They work closely with the Community Foundation of North Central Massachusetts to learn more about the community and to better address their clients’ philanthropic goals. The PAAC is composed of financial advisors, investment managers, from top advisory companies throughout Central Massachusetts. It’s part of The Community Foundation’s mission to stimulate philanthropy, and the professional advisors in our area are the linchpin for that mission.


Embolden Directory - Listing

Professional Advisors Advisory Committee

Stephen Erickson
Elm Wealth Management, Worcester
Christina Lashua
Edward Jones, Leominster
Ryan McGuane
Advent Financial Planners, Ayer
Frank Novak
Wells Fargo, Worcester
James Reynolds
Merrill Lynch, Worcester
Ed Sherr
Carl Sherr & Co., Worcester
Ed Strachan
Morgan Stanley, Groton
Norman Wironen
Edward Jones Company, Gardner
Address

649 John Fitch Hwy
Fitchburg, MA 01420
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Contact

Phone: 978-345-8383
Fax: 978-345-1459
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