Meet The Team
The team behind Massey And Associates, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Jeffrey H. Massey Investment Adviser Representative, CFP®
Jeffrey H. Massey, CFP® is the president of Massey And Associates, Inc. a wealth advisory firm specializing in retirement planning, investment management, asset management, tax planning and estate planning. A CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience, Jeff hosts the weekly radio show “Massey on Money™” and is a frequent speaker at financial conferences and seminars.
Jeffrey is a U.S. Army veteran and a lifelong Rhode Island resident who supports and volunteers for a number of charitable organizations.
Stephen J. Mansi, CFP® Investment Adviser Representative
Stephen Mansi is a CERTIFIED FINANCIAL PLANNER™ professional. He has an extensive insurance and financial background and specializes in life and health insurance. Steve has a bachelor’s degree from Bryant University.
Abigail S. Knowles Investment Adviser Representative
Abby Knowles is an advisor with Massey And Associates, Inc.. She specializes in portfolio allocation, income plan implementation and Medicare Supplement insurance. Abby has a bachelor’s degree from the University of Rhode Island.
Denise Parrillo
Director of Marketing
Erica Wentworth
New Business Coordinator
Dawn Alviti
Marketing Coordinator
Seth Desautel
Service Advisor
Andi Rioles
Administrative Assistant
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
