Meet Our Team
At Avidia Investment Services, we believe financial advise is about more than investments - it's abut people, their goals, and the lives they are working to build. Our team is committed to developing long-lasting client relationships and helping individuals and families work toward greater financial wellness and confidence.
Our team includes Mary McDonald, Senior Vice President and LPL Financial Advisor; Danielle Gaudette, Vice President and LPL Financial Advisor; Andrew (Andy) Naworcki, LPL Financial Advisor; Margaret (Meg) Deane, Client Relationship Manager; Linda Anderson-Cooper, Client Relationship Manager; Ashley Carkin, Client Relationship Manager and Shannon Credle, Administrative Assistant.
Mary, a CFP and AIF professional, has assisted clients in pursuing their financial goals since 1996. Her extensive experience and dedication to her clients have helped establish the relationship-focused approach that is the heart of our practice.
Danielle is passionate about helping clients pursue financial wellness and enjoys working closely with them to understand their goals and what matters most in their lives. With years of experience in the financial services industry, she focuses on developing long-lasting relationships and providing personal guidance as clients work toward their financial goals through every stage of life.
Andy brings previous investment experience as well as a background in the mortgage industry, providing him with a broad perspective when helping clients address their financial needs.
Our advisors are supported by an experienced team committed to providing personal and exceptional service. Meg has worked in the Investment Department for over 20 years, while Linda brings 25 years of financial-industry experience and has been with Avidia Investment Services for over 10 years. Both Ashley and Shannon joined the team in 2026 with previous financial-industry experience.
Our Approach
We recognize that financial wellness means something different to every client. For some, it may mean preparing for a comfortable retirement. For others, it mean building wealth, caring for family, navigating a major life change, or simply feeling more confident about the financial decisions ahead.
That is why our approach begins with listening. We take the time to understand each client's individual circumstances, priorities, and goals before developing strategies designed around what matters most to them.
We work with individuals, families, business owners, executives, retirees and those navigating significant life transitions. Our areas of focus include financial planning, investment management, retirement planning, estate planning strategies and second-opinion portfolio reviews.We also have experience assisting families with more complex planning needs, including planning for loved ones with disabilities and providing guidance to seniors through the estate planning process.
Our goal is not simply to create a financial plan, but to build a long-lasting relationship with each client. As life changes, we are here to help clients revisit their goals adjust their strategies and continue working toward greater financial confidence and overall financial wellness.
