Broker Check

BWA Team



Wellesley, MA Office

Amy is the Chief Operating Officer at Balance Wealth Advisor and a valuable asset to our clients. She came to us from Ameriprise Financial, where she worked for over 20 years gaining her vast knowledge in financial planning as well as...

Read more

Hunter joined Balance Wealth Advisors in  2019 after his college graduation at Connecticut College.  He majored in Economics and minored in Government.  It all started from the humble confines of a college dorm room in...

Read more

Jackson O'Connell

College Intern - University of New Hampshire 2024



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

Read more