Weston Financial

Meet Our Team

At Weston Financial, our experienced professionals specialize in providing comprehensive, goals-based wealth and life management services.

Weston Financial

Jake Filoon
President & Chief Operating Officer, Weston Financial
781-235-7055
Susan K. Arnold, CFP®
Vice President & Senior Financial Counselor, Weston Financial
781-235-7055 x7824
Matthew D. Biggar, CFP®, CFA®
Vice President & Senior Financial Counselor, Weston Financial
781-235-7055 x7842
Drew J. Bottaro, Esq., CFP®
Vice President & Senior Financial Counselor, Weston Financial
781-235-7055 x7848
Kerry P. Falco, CPA
Managing Director & Senior Financial Counselor, Weston Financial
781-235-7055 x7811
Andre M. Fernandes, CFP®
Vice President & Senior Financial Counselor, Weston Financial
781-235-7055 x7829
Ronald Halterman, CFP®, CLU®
Associate Counselor, Weston Financial
781-235-7055
William F. LeFavor, CFP®
Vice President, Financial Counselor, Weston Financial
781-235-7055 x7826
Walter H. Riester, Jr., CFP®
Assistant Vice President, Associate Counselor, Weston Financial
781-235-7055 x7813
Matthew I. Solomon
Director of Research, Portfolio Manager, Weston Financial
781-235-7055 x7834
Maria A. Staffiere, RLP®
Managing Director & Senior Financial Counselor, Weston Financial
781-235-7055 x7837
Ronald A. Sugameli, Esq.
Managing Director, Chief Investment Officer, & Senior Financial Counselor, Weston Financial
781-235-7055 x7821

Weston Financial  ||  100 William Street, Suite 200, Wellesley, MA 02481  ||  800-582-1076

Subscribe to Our eNewsletter

Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency