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 CERTIFIED FINANCIAL PLANNER™
Investment Advisor Representative
Jeffrey H. Massey, CFP® is the president of Massey And Associates, Inc. a wealth advisory firm focusing on retirement planning, investment management, asset management, tax planning and legacy 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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Stephen J. Mansi CERTIFIED FINANCIAL PLANNER™
Investment Advisor Representative
Stephen Mansi is a CERTIFIED FINANCIAL PLANNER™ professional. He has years of experience in the insurance and financial industry and focuses on life and health insurance. Steve has a bachelor’s degree from Bryant University.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Abigail S. Knowles Investment Adviser Representative
Abby Knowles is an advisor with Massey And Associates, Inc.. She is experienced in portfolio allocation, income plan implementation and Medicare Supplement insurance. Abby has a bachelor’s degree from the University of Rhode Island.
Seth Desautel Investment Adviser Representative
Seth Desautel joined the advisory team with Massey And Associates, Inc. in 2020. He has a bachelor’s degree from the University of Bridgeport, CT as well as his Series 65 and specializes in portfolio allocation.
Tyler Bobbin
Marketing Coordinator
Denise Parrillo
Director of Marketing
Erica Wentworth
New Business Coordinator
Priscilla Ranaldo
Marketing Coordinator
Andi Rioles
Office Manager
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.
