Phoebe Story, MS Partner & Financial Advisor Northwestern Mutual/Legacy Financial Group Phoebe, originally from Concord, NH, joined Northwestern Mutual after completing her master’s degree in Finance and working in the pharmaceutical industry. It is her passion to help others develop a strong sense of financial security while building meaningful relationships. She enjoys working with business . . . read more
Drake Richey, AIF, CEPA Financial Planner Commonwealth Financial Group Bush & Company Drake holds over 15 years of experience in the financial services industry. He began his career as an Analyst at Fitch Ratings in the Residential Mortgage-Backed Securities and Public Finance groups, writing and publishing independent credit research on 50 companies annually. He then . . . read more
Robert Basiri, RICP Centinel Financial Group, LLC Robert Basiri is a financial advisor with Centinel Financial Group, LLC. Robert attended Roger Williams University in Bristol, Rhode Island and graduated with a Bachelor of Science in Finance. Robert was raised in Framingham and currently resides in Chestnut Hill, MA with his wife Ashley, where he plays . . . read more
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