James M Seretta
Financial Advisor


Gagne Wealth Management Group

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Merrill Joseph Gagne

Merrill Joseph Gagne

Wealth Management Advisor

Merrill has spent the last 15 years building the Gagne Wealth Management Group from the ground up. Surrounding himself with extraordinary advisors and associates creating a culture that always puts the client first. Focusing on goal oriented financial planning, the organization has been able to build a platform that can maximize reward while limiting risk for any goal. Every portfolio the organization builds is unique to the clients goals, moral and ethical values, and risk tolerance. Going through this experience with Merrill truly allows people to feel empowered to accomplish their goals but also educated on how the financial markets function.

 

Merrill graduated from the Isenberg School of Management at the University of Massachusetts in 2007. He majored in Finance and Economics with a specialization in Investments. Early on, Merrill was honored as a top producer at Northwestern Mutual including #1 in the Platinum Category for the Eastern Region. He has also received National Quality Awards, National Association of Insurance and Financial Advisors Quality Awards, and Top of Table. He holds an Investment Advisor designation in Massachusetts and 25 other states across the United States. He also holds a series 6, 7, 63, and 65.

 
Dana R Barrows, CLU<sup>®</sup>, ChFC<sup>®</sup>, J.D.

Dana R Barrows, CLU®, ChFC®, J.D.

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
 
 
 
 

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