Mr. Bonetti has been hired as a financial advisor, responsible for managing existing and new client relationships, and helping the firm's clients meet their personal and business-related financial goals. Prior to CCR, he spent more than ten years as an analyst and relationship manager working with institutional clients focused on defined-contribution plans, endowments and foundations, as well as high-net-worth individuals. He holds the Series 7, 63 and 65 securities registrations.
Meanwhile, Mr. Stewart has been hired as an investment analyst, tasked with assisting in the creation and implementation of investment models. Before coming to CCR, Mr. Stewart served as an investment consultant for some of the area's top financial services companies, including John Hancock and Natixis Global Asset Management. He is an Investment Advisor Representative, as well as a Chartered Retirement Planning Counselor (CRPC) and holds his Series 7, 6, 63 and 65 securities registrations.
In just the past two years, CCR has hired six executives to work in its Westborough headquarters, and over the course of the next two to five years intends to beef up this office further by hiring a significant number of new client-service professionals. The firm, which currently employs 18 professionals, also has an office in Glastonbury, Conn.
About CCR Wealth Management
Headquartered in Westborough, Massachusetts, CCR Wealth Management is an independently owned investment management and financial planning firm. CCR manages wealth and provides customized financial planning and portfolio management solutions for individuals, businesses and charitable entities.
Securities and Advisory Services are offered through Cetera Advisors LLC, Broker Dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. For more information, please visit us at: www.ccrwealth.com.
1800 West Park Drive, Suite 150 Westborough, MA 01581
Jessica Caris / Michael Dugan
Haven Tower Group LLC
424 652 6520 ext 104 or ext 106
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SOURCE CCR Wealth Management