The Professional Advisors Council advises Greater Worcester Community Foundation as we establish, develop, and maintain strong working relationships with the members of Worcester County's advisor community.

Council's Primary Goals

  • Providing feedback on Foundation opportunities for charitable giving strategies that play an important role in clients' financial and estate plans.
  • Develop a deeper understanding of philanthropy and the role it can play in advisor's practice.
  • Meet like-minded professionals to exchange ideas and information.
  • Learn more about the Worcester County community.

The Foundation enhances relationships by offering profession advisors our broad-based knowledge of community needs, along with a deep well of experience in charitable giving. Through educational seminars and a trusted network of professionals, we make sure you have the best information and materials for helping your clients make choices that reflect good intentions and good sense. Members of the Professional Advisors Council are professionals from a variety of disciplines.

Benefits

  • Your input will assist in the development of educational training and other events for professional advisors.
  • Opportunity to be recognized among your peers for philanthropic contributions in the region.
  • The opportunity to meet like-minded professionals to exchange ideas and information.
  • The ability to develop a deeper understanding of GWCF and the value it may bring to your client relationships.

Advisors from throughout the County offer incredible insight to the Foundation. We are grateful for their counsel and partnership. 

If you are interested in learning more about the Council, please contact Kelly Stimson at kstimson@greaterworcester.org or 508-755-0980 ext. 112.

Professional Advisors Council

Christopher Mitchell Bio

Christopher Mitchell

Council Chair; Partner, Christopher, Hays, Wojcik, & Mavricos

James Cushman Bio

James Cushman

VP of Private Wealth Management & Director of Business Development, Bartholomew & Company

Nina Dow Bio

Nina Dow

Partner, Bowditch & Dewey

Nadia McGourthy Bio

Nadia McGourthy

Partner, Dresser & McGourthy

Hamilton Soriano Bio

Hamilton Soriano

Financial Advisor, Edward Jones

Michael Duffy Bio

Michael Duffy

Shareholder, Fletcher Tilton

Michael Grenon Bio

Michael Grenon

VP & Principal, Grimes & Company

Jennifer Moran Bio

Jennifer Moran

Financial Advisor, Grimes & Company

Hannah Goode Bio

Hannah Goode

Financial Advisor, Kenary Group at Morgan Stanley

Jennifer Flanagan Bio

Jennifer Flanagan

Partner, Mirick OʼConnell

Matt Fletcher Bio

Matt Fletcher

Advisor, Moneta Group

Robert Wetzel Bio

Robert Wetzel

Financial Advisor, Wetzel Group at Morgan Stanley