Weston Financial

Smart Advice Client Focus®

Meet Our Team

Our focused, flexible team approach gives our clients access to the knowledge and skill set of a diverse group of individuals, as well as a culture of innovation and accountability. Our team of more than 20 dedicated professionals has the experience, resources and knowledge to deliver sophisticated financial solutions.

Weston Financial

Kathleen A. Ryan
Executive Vice President, Chief Wealth Management Officer
Ronald A. Sugameli, Esq.
Principal Financial Counselor
781-235-7055 x7821
Mark T. Kelly
Principal Financial Counselor, Client Service Manager
Kerry P. Falco, CPA
Principal Financial Counselor
781-235-7055 x7811
Maria A. Staffiere, RLP®
Principal Financial Counselor
781-235-7055 x7837
Susan K. Arnold, CFP®
Vice President, Senior Financial Counselor
781-235-7055 x7824
Ronald Halterman, CFP®, CLU®
Vice President, Financial Counselor
Walter H. Riester, Jr., CFP®
Assistant Vice President, Financial Counselor
781-235-7055 x7813
Nicholas T. Rossi, APMA®, CRPC®
Assistant Vice President, Associate Counselor
781-235-7055 x7826
Brett Lonergan, CFA®
Assistant Vice President, Associate Counselor

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