Broker Check



Ted Waldron



[email protected]

Ted Waldron, RFC has served as President of the North Shore Advisory Group, Inc. since 2002. Mr. Waldron entered the securities industry in 1992 as a registered representative for American Express in Boston. He is also affiliated with...
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Jacqueline Welch

Director, Business Operations

Jacqueline has worked in the financial services industry for 10 years with a strong concentration on client service as well as investment and insurance case management for our clients. She has experience working with physicians,...
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Rich Austin, JD*, LLM

Director of Financial Advisory Services

Rich specializes in working with business owners and Fortune 500 executives. He works with them to build comprehensive strategies for their complex situations. By offering creative ideas for their investment, estate and charitable...
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Russ Jones

Executive Director, Private Wealth Services

Russ is a sought after speaker and specializes in working with high net worth clients. He was a main platform speaker at the annual conference of the International Association of Financial Planning, GAMA International's LAMP meeting...
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