Financial Advisor Frederic De Baeck

Frederic De Baeck - MBA

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The Massaro Wealth Management, LLC Team

great service starts with a great team


Joseph

Joseph Massaro - CFS® CFP®

Frederic

Frederic De Baeck - MBA

Theodore

Theodore Jones - MSAPM

Lois

Lois Robinson

Walter

Walter Olander Jr

Jason

Jason Pueschel

Adam

Adam Andrews

Kelley A.

Kelley A. Finnell

- Regional Administrative Assistant

Kelley Finnell is the Regional Administrative Assistant reporting directly to Joe. Her responsibilities include training new associates and administrative assistants to become proficient in the "paperwork" part of the business. She also provides on going training when systems are changed. She has excellent communications skills that complement her strong technical background.

Kelley has been with Money Concepts since 1999. Kelley is transferred from the Colonial Region where she worked with D.R. "Woody" Tyler. Prior to that she had a position with a CPA firm and Investment department at a Bank. Kelley keeps on the cutting edge of the business by attending advanced seminars on a regular basis.

Kelley A.

Kelley A. Finnell

- Regional Administrative Assistant

Kelley Finnell is the Regional Administrative Assistant reporting directly to Joe. Her responsibilities include training new associates and administrative assistants to become proficient in the "paperwork" part of the business. She also provides on going training when systems are changed. She has excellent communications skills that complement her strong technical background.

Kelley has been with Money Concepts since 1999. Kelley is transferred from the Colonial Region where she worked with D.R. "Woody" Tyler. Prior to that she had a position with a CPA firm and Investment department at a Bank. Kelley keeps on the cutting edge of the business by attending advanced seminars on a regular basis.

Lynn

Lynn Frenette

- Office Manager

Lynn has been an invaluable part of our company since 2010. In addition to keeping the office running smoothly, she handles account setup and records, scheduling appointments, meetings and seminars, tracking activities, and keeping Joe on task. Her cheerfulness and efficiency keeps the office running smoothly, and clients happy. She has great real estate and office experience. She and her husband Jim have two daughters, Amanda and Alison and live in Colchester. She is an avid Yankees fan and yearns to meet Alex Rodriguez.

Lynn

Lynn Frenette

- Office Manager

Lynn has been an invaluable part of our company since 2010. In addition to keeping the office running smoothly, she handles account setup and records, scheduling appointments, meetings and seminars, tracking activities, and keeping Joe on task. Her cheerfulness and efficiency keeps the office running smoothly, and clients happy. She has great real estate and office experience. She and her husband Jim have two daughters, Amanda and Alison and live in Colchester. She is an avid Yankees fan and yearns to meet Alex Rodriguez.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Frederic De Baeck is an independent contractor of Money Concepts

note: Massaro Wealth Management, LLC is an independent firm and not affiliated with Money Concepts

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