Daniel T. Wilson
CFP®, ChFC®, CLU®
Private Wealth Advisor
Gage & Wilson
A financial advisory practice of
Ameriprise Financial Services, Inc.
Auburndale, Massachusetts
Douglas B. Gage
ChFC®, CLU®
Private Wealth Advisor
Gage & Wilson
A financial advisory practice of
Ameriprise Financial Services, Inc.
Auburndale, Massachusetts
Frank X. Addonizio
CFP®,
CRPC®, CLTC
Financial Advisor
with the practice of John Curtin
CURTIN AND ASSOCIATES
A private wealth advisory practice of
Ameriprise Financial Services, Inc.
Boston, Massachusetts
Robert S. Edmunds CFP®, CRPC®
Financial Advisor
CERTIFIED FINANCIAL
PLANNER(tm)
CHARTERED RETIREMENT
PLANNING COUNSELOR(tm)
UBS Financial Services, Inc.
55 William Street
Wellesley, MA 02481
781-446-8914 Direct
855-576-0396 FAX
robert.edmunds@ubs.com
Serving the Boston area
Peter Hamilton Nee
AIF®, CRPC®
Vice President - Investments
UBS Financial Services, Inc.
55 William Street, 3rd Floor
Wellesley, MA 02481
Tel: 781-446-8918
Fax: 855-842-8404
Toll Free: 800-828-0717
Mobile: 617-3656848
peter.nee@ubs.com
Serving the Boston area