Weston Financial

Smart Advice Client Focus

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
781-235-7055 x7824
Drew J. Bottaro, Esq., CFP®
Vice President & Senior Financial Counselor
781-235-7055 x7848
Kerry P. Falco, CPA
Principal Financial Counselor
781-235-7055 x7811
Ronald Halterman, CFP®, CLU®
VP, Financial Counselor
781-235-7055
Walter H. Riester, Jr., CFP®
Assistant Vice President, Financial Counselor
781-235-7055 x7813
Nicholas T. Rossi Rossi, APMA®, CRPC®
Assistant Vice President, Associate Counselor
781-235-7055 x7826
Maria A. Staffiere, RLP®
Principal Financial Counselor
781-235-7055 x7837
Ronald A. Sugameli, Esq.
Principal Financial Counselor, Chief Investment Officer
781-235-7055 x7821

Weston Financial  ||  100 William Street, Suite 200, Wellesley, MA 02481  ||  781-235-7055


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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