Financial Planners
in Waltham, Massachusetts

Based in the Boston area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

400 Totten Pond Road, Suite 220, Waltham, MA 02451

(617) 614-9895

Connect with Us

Connect with One of Our Trusted
Financial Planners in Waltham, MA

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Meet Our Boston Financial Planners & Advisors

Filter By

Alyson Barboza

Senior Office Management Associate

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Andrew Scanlon, CFP®, CSRIC®

Wealth Advisor

Andrew is a Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for helping clients determine and achieve their financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.

Bruce W Burgess, CWS®

Regional Director

As a Beacon Pointe Regional Director, Bruce coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience in various roles, ranging from a Senior Financial Consultant with Charles Schwab for close to 10 years to most recently as a Private Client Advisor at JP Morgan, Bruce helps guide our clients and partners with a high level of commitment and service.  He is a graduate of Stonehill College and currently holds the Certified Wealth Strategist Designation from the Cannon Institute. He lives in Beverly, MA with his wife Andrea and their three children. In his free time, Bruce is an avid sports fan and was actively involved coaching his children in all youth sports for 15 years.

Eric Changelian

Senior Associate, Client Service

Eric is responsible for client service in the Beacon Pointe Boston Office working closely with the advisors in the onboarding process. His main focus is building a strong rapport with the clients. Eric has over 25 years of experience in the financial services industry. Prior to joining Beacon Pointe, he was an operations representative at Merrill Lynch. Outside of work, Eric enjoys going to his family lake house in New Hampshire, outdoor activities, reading, and fine dining.

Flynn McDonnell, JD

Principal, Senior Wealth Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.

LeEric Daye

Principal, Senior Wealth Advisor

LeEric has spent over two decades helping high-net-worth individuals and families navigate complex financial planning matters, including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning, and charitable giving. LeEric is passionate about helping clients align their wealth with their values. He does this by understanding which environmental, social, and governance issues are most important to them, helping clients identify which investments in their portfolio conflict with their values, constructing a customized portfolio with their values in mind, and providing quantifiable ways to measure the impact their dollars are making. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those who serve in the medical, educational, and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. LeEric earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts, and LeEric is also a Level III CFA candidate. In 2023, LeEric was recognized as one of 100 ‘Advisors to Watch’ by AdvisorHub, highlighting his incredible client service and dedication to his work. LeEric proudly serves on the board of directors for Rodman for Kids as the chair of the audit and finance committee. Outside of the office, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.

Mark V. Mathers, CFP®, CSRIC®

Partner, Managing Director

Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing.  Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).  Mark values collaboration, collegiality, and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.

Medha Nadgir

Director, Account Reporting

As a Principal and Director of Client Service at Beacon Pointe Advisors, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha is also very passionate about educating, empowering, and engaging women investors and is an active member of Beacon Pointe’s Women’s Advisory Institute. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to the financial services industry in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA.  Medha has completed the educational requirements for the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Medha is actively involved with her alumnae and in community service through Sewa International.

Melisa Dobraca

Melisa Dobraca Iacono, CDFA®

Wealth Advisor

Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish.  In her free time, Melisa enjoys running and spending time with family and friends.

Ryan Leahy

Associate Wealth Advisor

Ryan is an Associate Wealth Advisor in the Boston office and is responsible for partnering with advisors to assist in delivering customized solutions that ensure clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Ryan attended Providence College, where he earned his bachelor’s degree in finance. Outside the office, Ryan enjoys spending time golfing, playing hockey, cheering on the Friars, and spending time with friends and family.

Shanshan Li

Operations Associate

Shanshan is an Operations Associate in the Beacon Pointe Boston Office and is responsible for the coordination of operational activity and projects in key systems, including CRM, reporting, and trading systems. She works directly with the centralized teams to support the Boston office’s advisory teams. Shanshan earned her B.A. in Corporate Systems and M.S. in Applied Economics with a Data Analytics Graduate Certificate, from Boston College. Prior to joining Beacon Pointe, Shanshan worked primarily in the financial services industry. Beyond her professional life, she finds joy in engaging in outdoor activities, reading, and exploring various cuisines.

Sharell Sanders

Associate Wealth Advisor

Sharell is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Sharell graduated from Caldwell University in New Jersey with a bachelor’s degree in Business Administration and was also part of the Caldwell Women’s Basketball program. She is currently in her last semester at Southern New Hampshire University finishing her master’s degree in Business Management with a concentration in Accounting. Outside of work, Sharell enjoys recreational activities and spending time with family, friends, and her dog.

Shelly Lemay

Senior Associate Wealth Advisor

Shelly is a Senior Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Shelly worked as an intern at Beacon Pointe during her last semester at Bentley University before joining the firm full-time. Shelly received a B.S. in Finance from Bentley University with a concentration in Capital Markets with a minor in Data Technologies. Shelly is originally from Central New York. Outside of work she enjoys painting, traveling, and spending time with friends and family.

Vincent Franks

Principal, Senior Wealth Advisor

As a Principal and Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals, and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans, and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

Meet Our Boston Financial Planners & Advisors

Filter By

Alyson Barboza

Senior Office Management Associate

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Andrew Scanlon, CFP®, CSRIC®

Wealth Advisor

Andrew is a Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for helping clients determine and achieve their financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.

Bruce W Burgess, CWS®

Regional Director

As a Beacon Pointe Regional Director, Bruce coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience in various roles, ranging from a Senior Financial Consultant with Charles Schwab for close to 10 years to most recently as a Private Client Advisor at JP Morgan, Bruce helps guide our clients and partners with a high level of commitment and service.  He is a graduate of Stonehill College and currently holds the Certified Wealth Strategist Designation from the Cannon Institute. He lives in Beverly, MA with his wife Andrea and their three children. In his free time, Bruce is an avid sports fan and was actively involved coaching his children in all youth sports for 15 years.

Eric Changelian

Senior Associate, Client Service

Eric is responsible for client service in the Beacon Pointe Boston Office working closely with the advisors in the onboarding process. His main focus is building a strong rapport with the clients. Eric has over 25 years of experience in the financial services industry. Prior to joining Beacon Pointe, he was an operations representative at Merrill Lynch. Outside of work, Eric enjoys going to his family lake house in New Hampshire, outdoor activities, reading, and fine dining.

Flynn McDonnell, JD

Principal, Senior Wealth Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.

LeEric Daye

Principal, Senior Wealth Advisor

LeEric has spent over two decades helping high-net-worth individuals and families navigate complex financial planning matters, including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning, and charitable giving. LeEric is passionate about helping clients align their wealth with their values. He does this by understanding which environmental, social, and governance issues are most important to them, helping clients identify which investments in their portfolio conflict with their values, constructing a customized portfolio with their values in mind, and providing quantifiable ways to measure the impact their dollars are making. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those who serve in the medical, educational, and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. LeEric earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts, and LeEric is also a Level III CFA candidate. In 2023, LeEric was recognized as one of 100 ‘Advisors to Watch’ by AdvisorHub, highlighting his incredible client service and dedication to his work. LeEric proudly serves on the board of directors for Rodman for Kids as the chair of the audit and finance committee. Outside of the office, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.

Mark V. Mathers, CFP®, CSRIC®

Partner, Managing Director

Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing.  Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).  Mark values collaboration, collegiality, and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.

Medha Nadgir

Director, Account Reporting

As a Principal and Director of Client Service at Beacon Pointe Advisors, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha is also very passionate about educating, empowering, and engaging women investors and is an active member of Beacon Pointe’s Women’s Advisory Institute. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to the financial services industry in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA.  Medha has completed the educational requirements for the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Medha is actively involved with her alumnae and in community service through Sewa International.

Melisa Dobraca

Melisa Dobraca Iacono, CDFA®

Wealth Advisor

Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish.  In her free time, Melisa enjoys running and spending time with family and friends.

Ryan Leahy

Associate Wealth Advisor

Ryan is an Associate Wealth Advisor in the Boston office and is responsible for partnering with advisors to assist in delivering customized solutions that ensure clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Ryan attended Providence College, where he earned his bachelor’s degree in finance. Outside the office, Ryan enjoys spending time golfing, playing hockey, cheering on the Friars, and spending time with friends and family.

Shanshan Li

Operations Associate

Shanshan is an Operations Associate in the Beacon Pointe Boston Office and is responsible for the coordination of operational activity and projects in key systems, including CRM, reporting, and trading systems. She works directly with the centralized teams to support the Boston office’s advisory teams. Shanshan earned her B.A. in Corporate Systems and M.S. in Applied Economics with a Data Analytics Graduate Certificate, from Boston College. Prior to joining Beacon Pointe, Shanshan worked primarily in the financial services industry. Beyond her professional life, she finds joy in engaging in outdoor activities, reading, and exploring various cuisines.

Sharell Sanders

Associate Wealth Advisor

Sharell is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Sharell graduated from Caldwell University in New Jersey with a bachelor’s degree in Business Administration and was also part of the Caldwell Women’s Basketball program. She is currently in her last semester at Southern New Hampshire University finishing her master’s degree in Business Management with a concentration in Accounting. Outside of work, Sharell enjoys recreational activities and spending time with family, friends, and her dog.

Shelly Lemay

Senior Associate Wealth Advisor

Shelly is a Senior Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Shelly worked as an intern at Beacon Pointe during her last semester at Bentley University before joining the firm full-time. Shelly received a B.S. in Finance from Bentley University with a concentration in Capital Markets with a minor in Data Technologies. Shelly is originally from Central New York. Outside of work she enjoys painting, traveling, and spending time with friends and family.

Vincent Franks

Principal, Senior Wealth Advisor

As a Principal and Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals, and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans, and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

Meet Our Boston Financial Planners & Advisors

Filter By

Alyson Barboza

Senior Office Management Associate

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Andrew Scanlon, CFP®, CSRIC®

Wealth Advisor

Andrew is a Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for helping clients determine and achieve their financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.

Bruce W Burgess, CWS®

Regional Director

As a Beacon Pointe Regional Director, Bruce coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience in various roles, ranging from a Senior Financial Consultant with Charles Schwab for close to 10 years to most recently as a Private Client Advisor at JP Morgan, Bruce helps guide our clients and partners with a high level of commitment and service.  He is a graduate of Stonehill College and currently holds the Certified Wealth Strategist Designation from the Cannon Institute. He lives in Beverly, MA with his wife Andrea and their three children. In his free time, Bruce is an avid sports fan and was actively involved coaching his children in all youth sports for 15 years.

Eric Changelian

Senior Associate, Client Service

Eric is responsible for client service in the Beacon Pointe Boston Office working closely with the advisors in the onboarding process. His main focus is building a strong rapport with the clients. Eric has over 25 years of experience in the financial services industry. Prior to joining Beacon Pointe, he was an operations representative at Merrill Lynch. Outside of work, Eric enjoys going to his family lake house in New Hampshire, outdoor activities, reading, and fine dining.

Flynn McDonnell, JD

Principal, Senior Wealth Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.

LeEric Daye

Principal, Senior Wealth Advisor

LeEric has spent over two decades helping high-net-worth individuals and families navigate complex financial planning matters, including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning, and charitable giving. LeEric is passionate about helping clients align their wealth with their values. He does this by understanding which environmental, social, and governance issues are most important to them, helping clients identify which investments in their portfolio conflict with their values, constructing a customized portfolio with their values in mind, and providing quantifiable ways to measure the impact their dollars are making. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those who serve in the medical, educational, and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. LeEric earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts, and LeEric is also a Level III CFA candidate. In 2023, LeEric was recognized as one of 100 ‘Advisors to Watch’ by AdvisorHub, highlighting his incredible client service and dedication to his work. LeEric proudly serves on the board of directors for Rodman for Kids as the chair of the audit and finance committee. Outside of the office, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.

Mark V. Mathers, CFP®, CSRIC®

Partner, Managing Director

Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing.  Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).  Mark values collaboration, collegiality, and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.

Medha Nadgir

Director, Account Reporting

As a Principal and Director of Client Service at Beacon Pointe Advisors, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha is also very passionate about educating, empowering, and engaging women investors and is an active member of Beacon Pointe’s Women’s Advisory Institute. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to the financial services industry in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA.  Medha has completed the educational requirements for the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Medha is actively involved with her alumnae and in community service through Sewa International.

Melisa Dobraca

Melisa Dobraca Iacono, CDFA®

Wealth Advisor

Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish.  In her free time, Melisa enjoys running and spending time with family and friends.

Ryan Leahy

Associate Wealth Advisor

Ryan is an Associate Wealth Advisor in the Boston office and is responsible for partnering with advisors to assist in delivering customized solutions that ensure clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Ryan attended Providence College, where he earned his bachelor’s degree in finance. Outside the office, Ryan enjoys spending time golfing, playing hockey, cheering on the Friars, and spending time with friends and family.

Shanshan Li

Operations Associate

Shanshan is an Operations Associate in the Beacon Pointe Boston Office and is responsible for the coordination of operational activity and projects in key systems, including CRM, reporting, and trading systems. She works directly with the centralized teams to support the Boston office’s advisory teams. Shanshan earned her B.A. in Corporate Systems and M.S. in Applied Economics with a Data Analytics Graduate Certificate, from Boston College. Prior to joining Beacon Pointe, Shanshan worked primarily in the financial services industry. Beyond her professional life, she finds joy in engaging in outdoor activities, reading, and exploring various cuisines.

Sharell Sanders

Associate Wealth Advisor

Sharell is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Sharell graduated from Caldwell University in New Jersey with a bachelor’s degree in Business Administration and was also part of the Caldwell Women’s Basketball program. She is currently in her last semester at Southern New Hampshire University finishing her master’s degree in Business Management with a concentration in Accounting. Outside of work, Sharell enjoys recreational activities and spending time with family, friends, and her dog.

Shelly Lemay

Senior Associate Wealth Advisor

Shelly is a Senior Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Shelly worked as an intern at Beacon Pointe during her last semester at Bentley University before joining the firm full-time. Shelly received a B.S. in Finance from Bentley University with a concentration in Capital Markets with a minor in Data Technologies. Shelly is originally from Central New York. Outside of work she enjoys painting, traveling, and spending time with friends and family.

Vincent Franks

Principal, Senior Wealth Advisor

As a Principal and Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals, and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans, and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

Connect with one of our trusted Financial Advisors in the Boston area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Waltham, MA team if we can be of service.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...