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
Mark T. Kelly, CFA®, CFP™
Senior Vice President and Managing Director, Principal Financial Counselor
Susan K. Arnold, CFP®
Vice President, Principal Financial Counselor
781-235-7055 x7824
Ronald Halterman, CFP®, CLU®
Vice President, Principal Financial Counselor
781-235-7055
Walter H. Riester, Jr., CFP®
Assistant Vice President, Senior Financial Counselor
781-235-7055 x7813
Nicholas T. Rossi, APMA®, CRPC®
Assistant Vice President, Financial Counselor
781-235-7055 x7826
Brett Lonergan, CFA®
Assistant Vice President, Financial Counselor
Tristan M. Ryan
Officer, Senior Financial Associate
Zachary M. Clifford, MSFP
Officer, Senior Financial Associate
Cameron D. Frank
Financial Associate
Alexander Olson
Vice President, Senior Private Client Advisor

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


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

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