Avidia Investment Services
(978) 567-3620
mary.mcdonald@lpl.com
Our team at Avidia Investment Services consists of Mary McDonald, Senior Vice President, Program Manager and LPL Financial Advisor, Danielle Gaudette, Vice President, LPL Financial Advisor, Andrew (Andy) Nawrocki, LPL Financial Advisor, Margaret (Meg) Deane, Client Relationship Manager, Linda Anderson-Cooper, Administrative Assistant, and our two LPL Administrative Associates Kelly Black, and Darcey Oliver. As a CFP® and AIF® professional, Mary has assisted clients in the pursuit of their financial freedom since 1996. Danielle's years of experience in the finance industry enables her to help people work toward their full financial potential. Andy's previous investment experience and mortgage background is a great fit for our team. Meg has worked in the Investment Department for 20 years. Linda has been in the finance industry for over 25 years and has been with Avidia Investment Services department for 10 years. Kelly and Darcey though remote, are an integral part of our team.
As advisors with LPL Financial doing business as Avidia Investment Services, our focus is to build lasting client relationships and assist in designing customized strategies for each client’s personal, financial objectives. Our practice focuses on advising individuals, business owners, divorcees, widowed, executives and families to help them develop and update their financial plans. We have experience addressing complex plans for disabled dependents and providing guidance for seniors through the estate planning process. We address our clients’ needs by utilizing our knowledge and experience, which enables us to develop a customized plan tailored for each individual. We strive to gain the trust of our client and nurture each relationship based on their individual needs. Some of the areas we focus on include, financial planning, estate planning strategies, retirement planning and providing second opinion portfolio reviews. We will partner with you to help you work toward creating a financially confident lifestyle.