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Wolfeboro, NH

Alexys Febonio

Alexys is a Wealth Planning Associate at Ballentine Partners.

June 9, 2021

Morgan Williams

Morgan Williams is Cash Flow Operations Supervisor at Ballentine Partners.

November 5, 2020

Emily P. Dunford

Emily is a Wealth Planner at Ballentine Partners.

July 20, 2018

Stephen H. Hopkins

Stephen is a Partner & Senior Client Advisor at Ballentine Partners.

July 15, 2016

Taryn M. Dawson

Taryn is a Wealth Planning Associate at Ballentine Partners.

August 25, 2014

Andrea C. Dubuc

Andrea is a Wealth Planner at Ballentine Partners.

August 13, 2014

Sam Gough

Sam is a Senior Client Advisor at Ballentine Partners.

August 13, 2014

Roy is the Founder of the firm. He dedicates his time to thought leadership and coaching our team members. Roy graduated from Yale University with a B.A. and an M.S. He practiced as a fee-only financial advisor from 1984 – 2023. Roy has served for many years on the Board of Trustees of Brewster Academy, […]

August 13, 2014