Partner with Professionals Who Care
We believe incredible client experiences help produce incredible retirements.
Jeff Massey founded Massey and Associates in 1995 to help others find the same financial freedom he discovered after growing up in a crowded home where money was tight and necessities sometimes were sparse.
“We did without a lot,” Jeff says, “but that drives me today to help our clients set things up in a manner where their kids and grandchildren will never have to do without.”
Jeff and his team know firsthand that financial planning, like life, isn’t about where you start but where you end up. They bring that philosophy, a heart for creating exceptional experiences and a deep sense of commitment to every client interaction because they’re passionate about helping individuals and families achieve their ideal retirements.
Jeff Massey founded Massey and Associates in 1995 to help others find the same financial freedom he discovered after growing up in a crowded home where money was tight and necessities sometimes were sparse.
“We did without a lot,” Jeff says, “but that drives me today to help our clients set things up in a manner where their kids and grandchildren will never have to do without.”
Jeff and his team know firsthand that financial planning, like life, isn’t about where you start but where you end up. They bring that philosophy, a heart for creating exceptional experiences and a deep sense of commitment to every client interaction because they’re passionate about helping individuals and families achieve their ideal retirements.
When You're With Massey,
You're With Family.
Jeffrey H. Massey
CERTIFIED FINANCIAL PLANNER®
Investment Adviser Representative
Jeff Massey is the founder and president of Massey and Associates, Inc., a Warwick, Rhode Island-based wealth advisory firm specializing in retirement planning, investment management, asset management, tax strategies and legacy planning.
A CERTIFIED FINANCIAL PLANNER® professional with over 30 years of experience, Jeff is the trusted voice behind the popular radio show, “Massey on Money,” and host of the TV segment, “The Rhode Island Retirement Report with Jeff Massey.”
As a published author, Jeff has released three editions of his book, “Massey on Money,” and regularly contributes financial articles to six regional newspapers. His professional advice is frequently featured on “The Rhode Show,” and he has appeared on ABC, CBS, FOX and NBC as a recognized authority in financial planning. Jeff is also a sought-after speaker at financial conferences and educational seminars.
A proud U.S. Army veteran and lifelong Rhode Island resident, Jeff grew up in the Ocean State and continues to call it home. He is a devoted family man with two daughters and two grandchildren, and he remains deeply committed to his community through active support and volunteer work with several local charitable organizations.
Stephen J. Mansi
CERTIFIED FINANCIAL PLANNER®
Investment Adviser Representative
Steve Mansi had money in the stock market far earlier than most. When he was a child, his dad bought shares in a telephone company for him and his siblings. That planted the seed of interest in the financial industry that Steve still carries with him today.
In his current role, he excels in helping clients consolidate all their assets into one plan so they can reach their retirement goals.
Steve graduated from Bryant University in 1986. He has spent his career in various sectors of the financial industry. He is able to leverage that knowledge and experience to provide superior service for his clients.
His particular specialty is tax and income distribution planning. He helps his clients build and take advantage of their retirement savings in the most tax-efficient manner possible.
Steve lives in Swansea, Massachusetts, with his wife, Lori. The couple has three sons, Stephen, Alexander and Adam. Steve and Lori have five grandchildren living in Rhode Island and South Carolina.
When he’s not at work, Steve enjoys taking up various home improvement projects. He also has a variety of hobbies, from listening to local music, visiting wineries and breweries, to relaxing at the beach and watching sports.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.
Abigail S. McDonnell
Investment Adviser Representative
Abigail McDonnell was working in a 401(k) call center when she found her calling. She noticed there was a lack of knowledge about investing, and this inspired her to begin a career educating people about how to build a fulfilling retirement.
She believes in fully understanding each person’s needs and building a strategy tailored specifically to them. Her clients aren’t just business transactions; she hopes to get to know them and their families on a personal level.
She looks at a client’s entire financial plan and makes Social Security, investments and insurance work together to build a comprehensive strategy.
Abigail graduated from the University of Rhode Island in 2008 before beginning her career in the financial industry. She is a financial professional who can offer investment and insurance products and services.
She lives in Warwick, Rhode Island, with her husband, Aaron, and their son, Theodore.
Seth Desautel
Investment Adviser Representative
Seth Desautel was inspired to join the financial industry by a desire to help people. He enjoys working with clients and helping them achieve their retirement goals. He is a financial professional who can offer investment and insurance products and services.
He holds a bachelor’s degree in business administration from the University of Bridgeport. Before joining Massey and Associates, Seth worked in client services at various large banks.
When not at the office, Seth keeps himself active. He spends his free time playing golf, baseball and basketball. You can also find him on the lake in the summer as his family hangs out on his brother’s boat.
Seth lives in Cumberland, Rhode Island, with his fiancée, JoAnna, and their German shepherd, Apache.
Jia Chen
Investment Adviser Representative
Jia Chen views building a retirement plan as solving one of the most important puzzles in a person’s life. He is proud to help people put all the pieces together to create a fulfilling retirement.
He is a financial professional who can offer investment and insurance products and services. Jia holds a BA in finance from SUNY University at Albany and has held multiple jobs in the finance industry. He uses this experience and a desire to help as he strives each day to deliver the best client service possible.
Jia’s strategy includes ongoing conversations with clients. He knows that life, careers and goals can change, so he works to keep his clients informed and educated as they revisit their retirement strategies over time.
Outside of the office, Jia enjoys pickleball, golf and basketball. He also spends time outdoors on hiking trails. He lives in Warwick, Rhode Island.
Scott Miller
Investment Adviser Representative
Scott Miller has had an interest in finance since childhood. Growing up, he loved studying the stock market and reading The Wall Street Journal. Now, he uses that knowledge to help people plan for an ideal retirement.
“The most enjoyable part of my job is the constant learning,” Scott said.
Scott graduated from the University of Rhode Island. He spent the early part of his career as a securities analyst and investment specialist. In his current capacity, he is a financial professional who can offer investment and insurance products and services.
He lives in Warwick, Rhode Island. He has a cat named Abby and a significant other, Michele. He enjoys hiking in the White Mountains and is heavily active in the Freemasons.
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