Team

 

Neil G. Mcinnis -  Partner  CFP®, CLU, A.I.F.

Partner and co-founder of Pension & Wealth Management

Over the past 28 years Neil has worked extensively with qualified retirement plan sponsors and their participants.  Giving guidance on investment education, allocation strategies and the development of investment policy statements is an integral part of his background experience. 

As a member of the American Academy of Orthopedic Surgeons "Life after Orthopedic" education faculty since 2006, he has been a guest presenter at the A.A.O.S. national conferences. Presented topics include "Retirement Planning" and "Preservation of Human Capital“.

Neil is an avid skier and competitive cyclist. He is also a member of NEMBA (New England Mountain Bike Association). In the off season Neil coaches indoor trainer sessions for a wide range of cycling enthusiasts. 

CFP® (Certified Financial Planner ™)

CLU  (Chartered Life Underwriter with the American College)

A.I.F. (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies at the University of Pittsburgh)

 

Charles A. Ferrone, Partner CLU, ChFC

Partner and co-founder of Pension Wealth Management

For the past 30 years he has worked in wealth management focusing on retirement planning, investment planning and estate conservation and distribution.

Charles holds a bachelor's degree in economics from Dickinson College and earned his Chartered Life Underwriter and his Chartered Financial Consultant designations from The American College. He saw military service as an officer in the Adjutant Generals Corp of the U. S. Army. Charles is a Registered Securities Principal with Royal Alliance Associates, a registered broker dealer and member FINRA/SIPC.

Charles is also President of Pension and Compensation Planners, Inc., a firm he established 25 years ago which designs, installs and administers retirement plans for closely held corporations.

Jessy Torres

Director of Operations and Client Services

Jessy Torres is the director of client services. She has over 10 years of experience in client services and customer relations. Jessy has been with PWM since 2004 and is an integral part of our team. She is extremely proficient in all aspects of our client services process. As a result of Jessy's dedication and professionalim, Pension & Wealth Management has received consistently above average client feedback on our service delivery.

Jessy holds her Series 7 Securities registration.

Jessy resides with her husband and daughter in Attleboro, MA.

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Estella

Assistant Operations and Client Services

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Dorey Anderson

Assistant Operations and Client Services

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