WESTBOROUGH, Mass., Dec. 7, 2016 /PRNewswire/ -- CCR Wealth Management ("CCR"), an independently owned investment management and financial planning firm, has announced the hiring of two new senior professionals. The new hires include a financial consultant and an investment analyst who have joined CCR as part its overall growth strategy. The two senior professionals, Andrew Bonetti and Jacob Stewart, will work out of the firm's headquarters in Westborough, Mass.
"We are delighted to welcome Andrew and Jacob to the CCR team," said David Borden, CCR Managing Partner. "Since we founded the firm in 1998, our goal has been to create the premier financial advice platform for successful professionals and entrepreneurs. While we have enjoyed robust growth over the years, CCR has never wavered from its core commitment to delivering nothing less than an exceptional client-service experience. With these strategic additions to our senior team, we are not only doubling down on that commitment but also re-iterating client-service as a central part of our firm's growth plans going forward."
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
SOURCE CCR Wealth Management