Salem Five Home

Salem Five Wealth Management & Trust

Meet The Team

We believe in a team approach to financial planning. Our team averages over 20 years of industry experience and includes multiple Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®) and a Certified Trust and Fiduciary Advisor (CTFA®). Our dedicated team manages $1billion in assets for our clients using a comprehensive financial planning approach.

Executives

Salem Five President, Investment Services, Sean Tesoro
Sean Tesoro
President
  
Salem Five Wealth Management, Shawn McCarthy
Shawn McCarthy
SVP - Chief Fiduciary Officer
  
Salem Five, VP, Compliance Manager, John Lander
John B. Lander
VP, Compliance Manager
  
Salem Five Wealth Management, CIO, J.P. Pontbriand
J.P. Pontbriand
SVP, Chief Investment Officer, CFA®
  

Advisors

Salem Five Wealth Consultant, Kirk Anderson
Kirk Anderson
Wealth Consultant, CFP®
  
Salem Five Wealth Consultant, Erick Bourbon
Erick Bourbon
SVP, Executive Wealth Consultant
  
James Claroni
Wealth Consultant, CFP®
  
Salem Five Wealth Consultant, John Laudemann
John Laudemann
Wealth Consultant, CRPS®
  
Salem Five Financial Consultant, Jeffrey Letendre
Jeffrey Letendre
SVP, Executive Wealth Consultant
  
Salem Five Wealth Advisor, Eric Lewis
Eric Lewis
Wealth Representative
  
Salem Five Wealth Consultant, Reggie Peral
Reggie Peral
Wealth Consultant
  
Salem Five Wealth Advisor, Adam Smith
Adam Smith
Wealth Representative
  
Salem Five Wealth Consultant, Kevin Sullivan
Kevin Sullivan
VP, Executive Wealth Consultant
  
Salem Five Wealth Management Private Banker, Alex Moody
Alexander Moody
SVP Wealth Management Private Banker
  
Salem Five, VP, Wealth Consultant, Brian Tuttle
Brian Tuttle
VP, Wealth Consultant
  

Client Service Associates

Salem Five Wealth Management, Alexander Martins
Alexander Martins
Client Service Associate
  
Salem Five Wealth Management, Sara Levesque
Sara Levesque
Client Service Associate
  
Salem Five Client Relationship Manager, Jennifer Gilligan
Jennifer Gilligan
Sr. Client Relationship Manager
  
Salem Five Client Relationship Manager, Jan Mazzone
Jan Mazzone
Sr. Client Relationship Manager
  

Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »

 

Do you have questions or need more information?

Wealth Advisor Offices   Contact Us   Secure View LOGIN


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Salem Five Bank provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Salem Five Bank is not a current client of LPL for advisory services.

Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

LPL Financial Form CRS