Broker Check

Team

Our team at Avidia Investment Services consists of Mary McDonald, Senior Vice President, LPL Financial Advisor, Danielle Gaudette, Vice President, LPL Financial Advisor,  Margaret (Meg) Deane, Client Relationship Manager and Kelly Black, LPL Administrative Associate.   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 enabling her to help people work toward their full financial potential. For the last 19 years, Meg has worked in the Investment Department providing exceptional client service along with administrative support for the department.  

As advisors with Avidia Investment Services doing business as LPL Financial, 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 create a financially confident lifestyle.

Mary McDonald, CFP®, AIF®, MBA - SR Vice President

LPL Financial Advisor

(978) 567-3645

(978) 293-0211

mary.mcdonald@lpl.com

Mary holds multiple Securities registrations through LPL Financial. Series, 6, 63, 7, 65 and 24 - as well as LAH Insurance license through LPL Financial. Mary has obtained her CFP® certification., has a BS from Worcester State...

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Danielle Gaudette - Vice President

LPL Financial Advisor

774-760-1131

978-293-1125

danielle.gaudette@lpl.com

Danielle joined our team after 10 years of working in the finance industry as the Assistant Branch Manager at Avidia Bank’s Westborough office. Prior to joining us, she passed The Securities Industry Essentials® (SIE) Exam....

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Meg Deane

Client Relationship Manager

978-567-3620

978-293-0220

margaret.deane@lpl.com

Meg has provided over 15 years of financial service support to the department. Meg obtained her Associate degree in Business from Becker Jr. College. Meg provides outstanding client service to our clients and assists in the transition...

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Kelly Black

Financial Assistant

833-253-4179

978-293-0220

admin5.mcdonald@lpl.com

We are fortunate to have Kelly joining our team. She is an administrative assistant at LPL Financial. She has partnered with our team to provide support on administrative tasks and client management functions. Kelly has...

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