Team Our team at Avidia Investment Services consists of Mary McDonald, Vice President LPL Financial Advisor, Danielle Gaudette, LPL Financial Advisor, Investment Services Officer and Margaret (Meg) Deane, Executive Financial Assistant. As a CFP® and AIF® professional, Mary has assisted clients in the pursuit of their financial freedom since 1996. Danielle has 10 years of experience in the finance industry, enabling her to help people reach their full financial potential. For the last 17 years, Meg has worked in the Investment Department providing exceptional client service along with administrative support for the department. Doing business as LPL Financial Advisors with 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 create a financially sound and secure lifestyle. We've been recognized among the 2017 Top 100 Bank Advisors published by Bank Investment Consultant (BIC)! Mary McDonald Financial Advisor (978) 567-3645 (978) 293-0211 firstname.lastname@example.org 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... Read more Danielle Gaudette Financial Advisor 774-760-1131 978-293-1125 email@example.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.... Read more Meg Deane Executive Assistant/Client Service 978-567-3620 978-293-0220 firstname.lastname@example.org 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... Read more Have a Question? Name Email Address Question Thank you! Oops!