Meet Investment Team
Investment Team in Andover
Addison Avenue Investment Services
A little insight into the
Investment Team in Andover.
Although we didn’t grow up together, we have a lot in common. As longtime friends, colleagues, and Bostonians, we are big fans of the Pats, Bruins, and Red Sox. But we are bigger fans of our clients.
Planning retirement is like playing sports. Through the ups and downs, if your team complements each other and is truly focused on the end result— great things can happen. We have successfully worked together as a team for more than 17 years, and we love helping our clients set and work toward achieving their goals.
We are dedicated to providing prompt, efficient and courteous service regarding all your wealth management needs. We specialize in coaching transition strategies for individuals who are changing jobs or planning for retirement to help maximize their short- and long-term investment goals with personalized, strategic plans.
We manage all of the strategies and operations necessary to help ensure our clients’ financial success. And we strive to make every experience with our clients positive and enjoyable—regardless of how the investment markets may be trending at the time.
Financial Advisor, RJFS
With more than 19 years industry experience, including 14 years with Addison Avenue Investment Services, I understand that financial planning is not about beating the stock market or having more money than the next person; it is about achieving your hopes, dreams, goals and objectives. I am passionate about educating clients and helping them avoid making short-sighted financial mistakes without fully understanding the potential impact. I specialize in sequence planning and asset diversification for members in the Andover region. I also offer in-depth knowledge on employer-sponsored benefit plans including current and past 401(k)s.
I am a graduate of the University of Massachusetts with a degree in economics. In my spare time, I enjoy boating, hiking, and exploring with my family.
Associate Financial Advisor, RJFS
With more than 18 years in the financial services industry, I take great pride in providing exceptional service to each client. I specialize in retirement planning and enjoy talking about 401(k)s, retirement strategies and pension plans.
I have a Bachelor‘s degree in Economics from the University of Massachusetts at Lowell. Outside of work, I enjoy fishing, family activities and coaching youth hockey and baseball.
John Murphy’s QUALIFICATIONS: holds series 7, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements.
Joe Sherlock’s QUALIFICATIONS: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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