Weston Financial

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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
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, 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
By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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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