AXA Advisors, LLC
ABOUT HIM: Born and raised in East Providence, R.I., moved to Lincoln, R.I., and graduated from Lincoln High School. Graduated from the University of Tampa in 2004 with a bachelor of science degree, with a major in business management and minor in accounting. Currently lives in North Attleboro with wife, Kristin, and three children, Jordan, Brady and Kailey.
WHY YOUR FIELD? Since I was very young, I always wanted to dress up in a suit and tie for work. I took a personal finance course in college, which introduced me to portfolio management and behavioral finance. After graduation, I started my career at Fidelity Investments answering phone calls from financial advisors. That experience turned out to be quite valuable, as it allowed me the opportunity to earn my Series 7 and 63 licenses. I quickly learned that I’d very much prefer to be helping clients directly, as opposed to being in the call center!
BEST CAREER ADVICE: Take a shot. Where appropriate, entrepreneurs must take calculated risks in business and in life. I feel this is essential to growing your business and/or career exponentially. Believe in yourself, stay confident in your abilities, focus on helping people, and the rest of the details will work themselves out.
HARDEST LESSON LEARNED: It’s never too early to establish a succession plan. As advisors, we hope to establish and maintain life-long relationships with our clients. We have a duty to ensure they’re well taken care of in the event we’re unable to fulfill our end of the bargain. With this in mind, I established a group of advisors that are ready to step in for each other if and when the need arises. When a client asks any members of our group what will happen if something were to happen to us, we are able to answer confidently.
MENTOR(S): I’ve been very fortunate in that I’ve been able to work and spend significant time with several senior advisors in my career. I’ve learned so many valuable lessons in both what to do and how to treat people, as well as what not to do.
GIVING BACK: My boys are both into baseball, so I’ve had the privilege to coach their teams over the years. It’s quite rewarding to see the progress in players from the beginning of the season to the end. There are many lessons in sports that can be applied to business and life.
WHAT TALENT DO YOU WISH YOU HAD MOST THAT YOU DON'T NOW? At some times I wish I were a bit more handy. Thankfully, my father is one of those people who can fix anything, so I’m very fortunate that he’s there to bail me out.
WHAT AWARDS/RECOGNITIONS HAVE YOU RECEIVED IN YOUR CAREER? My favorite recognition that I’ve earned thus far was being named a Subject Matter Expert by the Certified Financial Planner Board of Standards. This was a result of my scores on the rigorous cumulative examination. This select group consists of an elite panel of professionals and practitioners with expertise in financial planning subjects. The primary responsibilities include exam question-writing and content review for the comprehensive CFP® Certification Examination.