Neil G. McInnis
CFP®, AIF, CLU, Managing Partner
Investment Advisor Representative
Neil G. McInnis is a partner and co-founder of Pension & Wealth Management Advisors. Neil started in the insurance and benefits business in 1986. Over the past 30 years Neil has worked extensively with retirement plan sponsors and participants giving guidance on investment education, allocation strategies and the development of investment policy statements. He has a Chartered Life Underwriter designation from the American College and is a Certified Financial Planner. Neil holds an A.I.F. (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies at the University of Pittsburgh.
Neil has also been 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 conference. He has presented topics on retirement planning, preservation of “human capital” and time segmentation of investment allocation.
Neil is an avid cyclist and skier. He is also a member of NEMBA (New England Mountain Bike association). Neil resides in Belmont, Massachusetts.
Charles A. Ferrone
Charles A. Ferrone is co-founder of Pension & Wealth Management Advisors. For the past 35 years he has worked in wealth management focusing on retirement planning, investment planning and estate conservation and distribution.
He 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 was also President of Pension and Compensation Planners, Inc., a firm he lead for over 25 years ago which established retirement plans for closely held corporations.
He was also President of both The Boston & The New England chapters of the General Agents and Managers Association, Director of the Northeastern University Insurance Institute, member of the Boston Management Round Table and Who’s Who in Finance and Industry.
Director of Operations
Deb Phipps is Director of Operations at Pension & Wealth Management Advisors. She brings a great wealth of experience to the operational side of our Wealth Management practice, with close to 15 years of experience in the Financial Services Industry. She coordinates all aspects of the Pension Wealth Operations. In today’s environment of “information overload”, it is critical to have a team member coordinating the highest level of customer communication, service and support.
Deb graduated with a Bachelor of Science (BS) with a concentration in Business/Finance from Skidmore College. in the past she has worked in the brokerage industry at Fahnestock, Thompson Financial and Prudential Securities as a Licensed Senior Broker's Assistant. She has previously held the Series 6 and 7 licenses.