Broker Check

BWA Team

Compliance approval 1-867484 (7/2/2019)

Services
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Trust

                          

                         



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....

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Hunter graduated in May of 2019 from Connecticut College, where he majored in Economics and minored in Government. Hunter became very interested in the Finance Industry shortly after he began Interning for Comprehensive Insurance...

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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...

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Jackson O'Connell

College Intern - University of New Hampshire 2024

781-772-2468

781-431-9777

Jackson O’Connell joined the team at Balance Wealth Advisors during the summer of 2020 as an intern and assistant to David Allen. Jackson studies finance at The University of New Hampshire and has been able to study on campus...

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Harrison "Harry" Kelley

College Intern - Bentley University 2023

781-772-2470

781-431-9777

Sophomore at Bentley University - Member of the baseball team - Pitcher.

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Jameson Carroll

College Intern - University of Massachusetts 2022

781-772-2450

781-431-9777

Yvonne Franklin

Manager of P&L's for each business entity

781-772-2465

781-431-9777

Yvonne joined Balance Wealth in 2014 with thirty years of management experience. She says she values the company’s team approach. Everyone brings different strengths to the table and the goal is for everyone to work together and...

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L to R: Hunter (Connecticut College 2019) - Brett (Indiana University Bloomington 2021) - Max (Bryant University 2020) - Brian (Boston College 2023)