Meet the Boston Wealth Team

At Boston Wealth Strategies, we’re proud to introduce you to our dedicated team of financial professionals. Each member has been chosen for their expertise and their genuine commitment to supporting you on your financial journey. Our mission is to stand by your side, providing the guidance and encouragement you need to achieve your dreams and navigate your financial landscape with confidence.

Meet Our Team

Dedicated to You

Boston Wealth Team - Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA

Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA

Senior Partner

Boston Wealth Team - Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Senior Partner

Ethan Smith

Chief Operating Officer

Boston Wealth Team - Jason Edinger, CFA®

Jason Edinger, CFA®

Chief Investment Officer

Boston Wealth Team - Coley O'Donnell, CFP®, ChFC®, CLU®

Coley O'Donnell, CFP®, ChFC®, CLU®

Financial Planner

Boston Wealth Team - Jack Heintzelman, CFP®, CPWA®

Jack Heintzelman, CFP®, CPWA®

Financial Planner

Boston Wealth Team - Valerie McClendon, CPFA, AIF®

Valerie McClendon, CPFA, AIF®

Director of Corporate Retirement Services

Boston Wealth Team - Caroline Knights, CFP®

Caroline Knights, CFP®

Director of Financial Planning Services

Boston Wealth Team - Azadeh “Ozzie” Ward

Azadeh “Ozzie” Ward

Director of Client Services

Boston Wealth Team - Daniel Berman

Daniel Berman

Senior Client Service Associate

Boston Wealth Team - David Valley

David Valley

Client Service Associate

Boston Wealth Team - Sophie Barrow, CPFA

Sophie Barrow, CPFA

Corporate Services Relationship Manager

Boston Wealth Team - Grace Sun, CFP®

Grace Sun, CFP®

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