Integrated Financial Partners, Inc.

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Integrated Financial Partners, Inc. Employees

Employee
Years
Job
Industry
Andrew Kern Andrew Kern Harrisburg, Pennsylvania Details
Andrew Kern's Integrated Financial Partners, Inc. Experience May 2013 - Present
Job Financial Planner at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   May 2013 - Present
Ameriprise Financial Services, Inc.   2005 - May 2013

Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Investments, Financial Advisory, Mutual Funds, Saving for Education, Investment Strategies, Financial Goals, Strategic Financial..., Investment Advisory, Finance, Employee Stock Options

Education
James Madison University   2001 — 2005
BBA, Business Marketing

James Madison University   2001 — 2005
Bachelor's, Business Marketing

Julie MacDonald Julie MacDonald Greater Boston Area Details
Julie MacDonald's Integrated Financial Partners, Inc. Experience March 2009 - Present
Job Client Manager
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   March 2009 - Present
Emanuel J. Markis, Esq.   2004 - 2009

Skills
Finance, Wealth, Customer Service

Education
Arizona State University   1995 — 1997

Dean College   1993 — 1995
Associates, Liberal Arts and Sciences/Liberal Studies and Dance

Everett High School   1989 — 1992

Pope John High School   1988 — 1989

Christopher Cavallaro, RFC, CRPC® Christopher Cavallaro, RFC, CRPC® Greater Boston Area Details
Christopher Cavallaro, RFC, CRPC®'s Integrated Financial Partners, Inc. Experience 1989 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   1989 - Present

Skills
Retirement Planning, Estate Planning, Wealth Management, Tax, Wealth, Financial Planning, Financial Advisory, Finance, Retirement, Investment Advisory, Financial Services, Succession Planning, Strategic Financial..., Series 7, Financial Planners, Mutual Funds, Investments

Education
Boston University   1984 — 1987
Bachelor of Science, Communication

Milford Academy

Milford Academy

Next Level, Inc

Timothy M. Carlson Timothy M. Carlson Waltham, Massachusetts Details
Timothy M. Carlson's Integrated Financial Partners, Inc. Experience October 2013 - Present
Job Wealth Planning Advisor at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   October 2013 - Present
Higgins Energy Alternatives   March 2012 - September 2013
Waste Management of New England   August 2006 - February 2012
The TJX Companies, Inc.   September 2002 - August 2006

Skills
Solid Waste, Sales, Waste Management, Recycling, Retail, Customer Service, Account Management, Negotiation, Communication, Inventory Management, Contract Negotiation, Contract Management, Environmental Services, Team Building, Sales Process, Purchasing

Education
Becker College   2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General

John Harrington, CFP® John Harrington, CFP® Greater New York City Area Details
John Harrington, CFP®'s Integrated Financial Partners, Inc. Experience November 2003 - Present
Job Financial Planner at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   November 2003 - Present
Lincoln Financial Advisors  2003 - 2014
Interact of Norwalk   1993 - 2014
Allmerica Financial  January 1994 - November 2003

Skills
Retirement Planning, Wealth Management, Special Needs Planning, Estate Planning, Retirement, Investments, Financial Advisory, Personal Finance, Strategic Financial..., Series 7, Financial Services, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Portfolio Analysis, Mutual Funds, Legacy Planning, Beneficiary Planning, Charitable Gifting..., Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., Retirement Plans, SEP and SIMPLE Plans, Employee Benefits

Education
Manhattanville College   1976 — 1980
BA, Economics, History

Pocantico Hills

Sleepy Hollow HS

Stephen M. Joyner, CRPC® Stephen M. Joyner, CRPC® Glastonbury, Connecticut Details
Stephen M. Joyner, CRPC®'s Integrated Financial Partners, Inc. Experience 2010 - Present
Job Financial Planner
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   2010 - Present
TD Wealth Management  2002 - 2009

Skills
Financial Planning, Retirement Planning, Portfolio Analysis, Investments, 401(k) Rollovers, Retirement Distribution..., Wealth Management, Mutual Funds, Retirement Plans, Financial Services, Sales, Portfolio Management, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Investment Analysis, Wealth Transfer Planning, Legacy Planning, Beneficiary Planning, Charitable Gifting, Special Needs Planning, Insurance, Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., SEP and SIMPLE Plans, Benefit and..., Finance

Education
Florida Atlantic University

John Florence, CRPC® John Florence, CRPC® Greater Boston Area Details
John Florence, CRPC®'s Integrated Financial Partners, Inc. Experience 2004 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   2004 - Present
VeraVest, Inc.   2002 - 2004
SunAmerica Distributors   2001 - 2002
North American Funds Distributors   1998 - 2000

Skills
Estate Planning, Investments, Securities, Retirement Planning, Strategic Financial..., Wealth Management, Financial Services, Financial Advisory, Wealth, Retirement, Asset Management, Finance

Education
College for Financial Planning   2008 — 2008
Chartered Retirement Planning Counselor℠ (CRPC®), Financial Planning and Services

Denison University   1976 — 1979
BA, Political Science

Phillips Academy at Andover   1973 — 1975
High School Diploma

Raymond J. Lucas, Jr., CFP®, CRPC® Raymond J. Lucas, Jr., CFP®, CRPC® Hopkinton, Massachusetts Details
Raymond J. Lucas, Jr., CFP®, CRPC®'s Integrated Financial Partners, Inc. Experience November 2002 - Present
Job Sr. VP of Financial Planning
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   November 2002 - Present
Lincoln Financial Advisors  November 2002 - Present

Education
Bentley University
Bachelor of Science (BS), Accounting

Christopher Ferretti Christopher Ferretti Chesapeake, Virginia Details
Christopher Ferretti's Integrated Financial Partners, Inc. Experience May 2011 - Present
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   May 2011 - Present
Ameriprise Financial Services, Inc.   1999 - 2010

Skills
Financial Planning, Retirement Planning, Business Owner Planning, Wealth Accumulation, Risk Management, Business Continuity..., Portfolio Analysis, Legacy Planning, Tax Reduction Strategies, 401k Rollovers, Long Term Care Insurance, Charitable Gift Planning

Education
Southern New Hampshire University
Business Studies, Accounting & Computer Information Systems

William George William George Greater Boston Area Details
William George's Integrated Financial Partners, Inc. Experience March 2015 - Present
Job Sr. Vice President at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   March 2015 - Present
Baystate Financial Services  January 2001 - March 2015
PrimeQuote.com   1998 - 2001
Northwestern Mutual  1991 - 1998

Skills
Securities, Leadership, Finance, Financial Advisory, Retirement Planning, Business Development

Education
Northeastern University   1987 — 1991
bs, finance

Paul J. Meaney, CFP® Paul J. Meaney, CFP® Greater Boston Area Details
Paul J. Meaney, CFP®'s Integrated Financial Partners, Inc. Experience October 2007 - Present
Job Private Wealth Advisor Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   October 2007 - Present
Ameriprise Financial Services, Inc.   July 1986 - October 2007

Skills
Retirement Planning, Estate Planning, Investment Advisory, Financial Planning, Portfolio Analysis, 401k, Wealth Accumulation, Investments, Retirement, Insurance, Asset Allocation, Legacy Planning, Beneficiary Planning, Wealth Management, Securities, College Funding..., Alternative Investments...

Education
College of Financial Planning   1992 — 1994
CERTIFIED FINANCIAL PLANNER

College of the Holy Cross   1980 — 1984
Business

Boston College High School   1976 — 1980

Patrick Fu Patrick Fu Greater Boston Area Details
Patrick Fu's Integrated Financial Partners, Inc. Experience December 2009 - April 2010
Job Tax Administrator at Eaton Vance
Industry Accounting
Experience
Eaton Vance  February 2012 - Present
Xpitax solutions  February 2011 - April 2011
Integrated Financial Partners, Inc.   December 2009 - April 2010
The Bollard Group, LLC  May 2007 - August 2008
Couleurs En Vogue Inc.   2007 - 2007

Skills
Accounting, Tax, Finance, Financial Reporting

Education
Bentley University   2009 — 2011
Master, Taxation, Financial Planning

Suffolk University - Sawyer School of Management   2004 — 2007
Bachelor Degree, Accounting

Robert D. Violet Robert D. Violet Glastonbury, Connecticut Details
Robert D. Violet's Integrated Financial Partners, Inc. Experience 1992 - Present
Job Robert D. Violet, MBA, CFP, CRPC, CFS
Industry Financial Services
Experience
IFP/Lincoln Financial Advisors   December 2003 - Present
Robert D Violet, Financial Planner   March 1992 - Present
Lincoln Financial Advisors  1992 - Present
Integrated Financial Partners, Inc.   1992 - Present

Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Investments, Mutual Funds, Financial Advisory, Wealth, Investment Advisory, Series 7, Asset Allocation, Fixed Annuities, Wealth Accumulation, Financial Planners, Securities

Education
Norwich University
Bachelor of Arts (B.A.)

University of Hartford
MBA in Finance