The History of BWA mergers and acquisitions: *Click the link to read/print*
Compliance approval: 1-964391
Gregg Kashmanian (Financial Advisor with Investors Diversified Services "IDS" & American Express Financial Advisors from 1987-2004.) Retired in 2004 and enjoing retirement in Naples, Florida with his wife, Marilyn. **Update The Kashmanian's are back in Massachusetts as of 7/2020 - Plymouth area. Welcome back!** Gregg turns 85 in 2021 (July).
Started working with Rick and David in 2000.
Fully retired in 2004.
2004 - Holiday card group photo.
2009 - The whole Kashmanian Family
Gregg will be 84 in 2020.
Bill Boland (Financial advisor with Investors Diversified Services "IDS" and American Express Financial Advisors from 1989-2004.) Retired in 2004 and enjoying retirement in Methuen, MA and North Hutchinson Island, Florida with his wife, Maureen. Bill turns 86 in 2021 (October).
Started working with Rick and David in 2002.
Fully retired in 2004.
2004 Retirement Party - Bill, Maureen and their grandchildren.
Bill will be 85 in 2020.
Audio Business Cards - Hi-Tech back in 2003.
Joe Souza (Financial advisor with Investors Diversified Services "IDS", American Express Financial Advisors & Ameriprise Financial from 1989 to 2009.) Retired in 2009. Joe and his wife, Fran lived in Westport, MA until two years ago when they moved to Easton, MA to be closer to their grandchildren. Joe will be 78 in 2020 (September).
Started working with David and Tom in 2006.
Fully retired in 2009.
2007 Clambake - Joe, Fran and Joe Sr.
2008 Clambake - Joe and his Dad (Joe Sr.) Joe's Dad made it to 100+
Robert "Bob" Veasey Jr. - Financial Advisor with multiple companies from 1987-2018 (Retired in March of 2018 - Passed away in August of 2018.) His wife, Margo lived in East Greenwich, RI and recently (9/2019) relocated to Chicago to be closer to her daughter, son-in-law and 4 grandchildren with trips planned to Washington, DC to see her son, daughter-in-law and 2 grandchildren.
Bob provided guidance to clients based on more than 40 years of experience in financial services.
Bob got into financial services after serving in the Navy, starting with Mutual of New York Insurance. As he got to know his clients and their needs, he moved into providing financial planning. He earned his CFP certification in 1991 and completed the transition to independent advisor in 1995 joining Commonwealth Financial. He stayed with that firm for 12 years leaving in 2007 to join a smaller independent broker dealer, Sii Investments.
Bob partnered with Balance Wealth in 2017 to strengthen the business as he prepared for his retirement. He said he appreciated the firm’s approach in building relationships with clients and providing personalized advice to them. He also values Balance Wealth’s commitment to caring for existing clients while growing the Rhode Island client base.
Bob passed away in August of 2018. Our thoughts and prayers are with the Veasey Family.
Rich Keeler (Financial Advisor with American Express Financial Advisors & Ameriprise Financial from 2003-2017.) Rich retired fully in 2016 due to health problems. He and his wife, Jo-Ann live in Wrentham, MA.
Started working with David and Nathan in 12/2005
Retired fully in 2016.
Rich passed away in March of 2020 and was 66 years old. Our thoughts and prayers go out to the Keeler family.
Jim Harkin (Financial Advisor with Investors Diversified Services "IDS", American Express Financial Advisors & Ameriprise Financial from 1997-2017.) The Harkin's are enjoying their retirement in Tucson, Arizona.
Started working with David and Tom in 2013.
Fully retired in 2017.