Jeff has over 20 years of experience in senior roles within the financial services industry. Prior to founding Vincent Wealth Advisors in 2024, Jeff was a Sr. Vice President and Director of Wealth Management at Fernwood Investment Management, LLC from 2018 through 2024. Jeff is responsible for managing client portfolios and providing financial planning services to all of Vincent Wealth Advisors’ clients. He is a graduate of Boston College where he earned a Bachelor of Science in Finance in 2000 and a Master of Business Administration in 2011 from the Carroll School of Management. In addition, Jeff holds a graduate certificate in Leadership from Boston College, a certificate in Financial Planning from Boston University and is a Certified Financial Planner (CFP®). Jeff lives in Hanover, MA with his wife and two daughters and enjoys skiing and golfing in his free time.
Andrew does whatever it takes to keep our office running smoothly and our clients happy. Prior to joining Vincent Wealth Advisors, he held several positions in the retail industry, most recently at Gap Inc. as an Operations Manager. Andrew lives in Weymouth, MA, where he enjoys art, cooking, and exploring the local restaurant scene with family and friends. He looks forward to building new relationships, providing an outstanding customer experience, and expanding his knowledge of wealth management.
