Team Development






Joanna and Jade Attend Commonwealth 101

September 4-6, 2019

In early September, our Client Services and Outreach Officer, Joanna and our Research Analyst Intern, Jade attended training put on by our broker/dealer, Commonwealth Financial Network. The training provided Joanna and Jade with indispensable training to learn the nuts and bolts of our operations, Commonwealth processes, and how to best serve YOU – our clients!

In addition to the training they received, Joanna and Jade enjoyed a tour of Commonwealth headquarters in Waltham, Mass and getting the opportunity to network with the Commonwealth community. They even had lunch with CEO Wayne Bloom!





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David and Ashley Attend Commonwealth Financial Network National Conference

October 2-5, 2019

David Griswold and Ashley Ott recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Advisor–independent broker/dealer, the event drew nearly 2,000 affiliated advisors, staff, guests, and sponsors from across the nation. Participants gathered in Denver, Colorado, October 2–5, 2019, where they connected and collaborated with peers, colleagues, and industry partners to strengthen their leadership skills and enhance the high-end service that they provide to clients.


Recognizing the firm’s 40-year anniversary, the conference celebrated “where we’ve been, where we are, and where we’re going.” Special TED presenters, together with members of Commonwealth’s leadership team, shared insights on themes most relevant to advisors, inspiring thinking and sparking creative ideas for the future.


Founded in 1979, Commonwealth Financial Network®, Member FINRA/SIPC, is the nation's largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Six Times in a Row.” The firm supports approximately 1,950 independent financial advisors nationwide. For more information, please visit


Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, and 2019 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit



Ashley Attends Summit For Women Advisors Conference

July 26, 2019

Partner Ashley Ott joined other women leaders at Commonwealth's 2019 Summit for Women Advisors, a conference to inspire growth and promote change, in Nashville, Tennessee! #CFNWomen attendees heard keynotes from Courtney Ferrell, creative thinking partner, speaker, and writer, and Chloe B. McKenzie, founder, and CEO of On a Wealth Kick and BlackFem, Inc., as well as panel sessions featuring both Commonwealth leadership and affiliated advisor speakers.