BWA Team
Compliance approval 1-867484 (7/2/2019)
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- Amy O'Connell
- Conor Coleman
- David Allen - CRPC, CLTC
- Heather Goddard
- Hunter Dempsey
- Jackson O'Connell
- Leo White - CRPC, CLTC
- Max Harrigan
- Yvonne Franklin
With more than 25 years of experience, David knows what questions to ask and can uncover financial options that people aren’t aware of. It’s not about telling people what to do, but about helping them to understand what...
Leo White joined Balance Wealth Advisors in 2003 after running a private practice in Braintree, MA for three years. He prioritizes getting to know clients and understanding their financial goals to provide them with the best guidance....
2019 Graduate of Connecticut College
Amy has over 20 years of experience in the insurance industry. She had worked with David as well as many other Advisors throughout Massachusetts since 2008 with Ameriprise. Her extensive knowledge base helps her to review and assess...
Yvonne joined our practice in 2014. She supervises administrative staff, manages team interactions and provides training, support.
I am a second semester senior at Emmanuel College (Boston) working towards a B.A. in Business Management with a concentration in Marketing and a minor in Biology. After graduation in May 2020, I hope to obtain my investment licenses...
Jackson is graduating from high school in the next few months where he will be graduating with High Honors. He is also a member of the National Honor Society. Jackson is highly engaged and has a great interest in the financial industry...
L to R: Hunter (Connecticut College 2019) - Brett (Indiana University Bloomington 2021) - Max (Bryant University 2020) - Brian (Boston College 2023)