When you work with Stephen, you will come for business and stay for the company.
Stephen founded Ashwood Advisors, LLC® in 1999 so that he could serve clients best interests within an open independent architecture. He has worked with clients from all walks of life but is particularly passionate about helping retirees prepare for and generate income in retirement.
A seasoned and trusted financial services professional with 30+ years of industry experience, Stephen began his career in the financial services industry in the summer of 1985 interning at a small boutique Broker Dealer & Investment Advisor. In 1986 he was accepted into the financial consultant training program at Merrill Lynch, Pierce, Fenner & Smith.
Stephen’s professional experience includes Sales Manager of Working Assets Capital Management and Assistant Vice President of Baybank Brokerage Services, Inc. He achieved his Accredited Investment Fiduciary®(AIF®) designation in 2005 and has been awarded the prestigious Five Star Wealth Manager Award 9 times* by Boston Magazine.
Stephen is a former Trustee of New England College, where he served as Chair of the Finance & Investment Committee. He also served on the board of Bridge Over Troubled Waters, Boston’s foremost agency providing life changing services for homeless, runaway and at-risk youth.
He and his wife Carol have also been long-time supporters of the American Cancer Society’s Adopt a Researcher program, City Year and Boston Medical Center. As an active member in his community, Stephen believes that giving back is important to make sure our society continues to thrive.
Matt is a young, ambitious wealth management associate who has been working with Ashwood Advisors, LLC since 2017.
He loves helping young professionals build lifelong wealth and plans to do so for many years to come. His favorite part of the job is developing relationships with clients and being involved in every step of the process, from understanding their risk tolerance to implementing an investment plan tailored to their needs.
He graduated from St. Lawrence University where he was a member of the baseball and football teams. After graduating, Matt joined The Forman School in Litchfield, CT as an Admission Counselor. He spent 2 years at Forman where he also coached lacrosse and hockey.
Matt is an active volunteer and serves as class agent for the Brooks School class of 2010. He has also been a Board Organizer for the Bridge Over Troubled Waters Young Professional Committee. Matt is an avid reader and enjoys mountain-biking and skiing in his free time. He currently lives in Framingham with his fiancé Julianne and his German Shepherd Logan.
Maureen has a keen eye for detail and can multi-task with ease. As the face you see as you walk through our doors, she makes sure everyone is where they need to be, on time and happy.
She has been with Ashwood Advisors, LLC since 2016 and is in charge of the general administrative duties for the office, helping clients schedule appointments, keeping the office organized, as well as assisting in compiling reports.
Maureen joined Ashwood after spending 15 years working in corporate retail and 14 years teaching pre-Kindergarten. A graduate of Bachelor of Science (B.S.) in Early Childhood Education from Framingham State University, she is a much welcomed presence when it comes to client service and administrative needs.
In her free time Maureen enjoys reading, entertaining and gardening with her husband Jim. They live together in Norfolk with their Westie puppy named Douglas.