Twombly Wealth Management Group
At Twombly Wealth Management Group, LLC, we are dedicated to help you pursue financial independence through personalized financial planning, customized investment portfolios and pro-active advice, allowing you to focus on areas that give your life meaning and fulfillment. Our advisors manage advisory assets through LPL Financial for individuals, families, and business owners. We pride ourselves on high quality, professional service with all aspects of your personal relationship with Twombly Wealth Management Group. Securities and financial planning offered through LPL Financial, Member SIPC The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Alabama, Arizona, California, Connecticut, Florida, Georgia, Massachusetts, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Rhode Island, Virginia, and Vermont. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. RICP® conferred by The American College.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Megan Twombly Stoner
Director of Marketing & Events · Advertising & Marketing
EmailPhone - CS
Chris Stoner
Wealth Advisor · Finance & Accounting
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David B. Twombly
Wealth Advisor · Finance & Accounting
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Top roles at Twombly Wealth Management Group
2 distinct titles indexed · top 2 shown.
- 2wealth advisor
- 1director of marketing & events
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