Greater Worcester Community Foundation is proud to introduce its new Professional Advisors Council, a group dedicated to strengthening relationships between the Foundation and Worcester County's advisor community.

The council will provide insights and guidance as we collaborate with professional advisors to support their clients' charitable goals.

Professional advisors are essential partners for our community foundation. They help clients align their charitable giving with their financial and estate planning goals. By working together, we can ensure philanthropy is both purposeful and impactful, creating lasting benefits for donors and our region.

- Pete Dunn, President & CEO, Greater Worcester Community Foundation

The Professional Advisors Council will:

  • Provide 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 an advisor's practice.
  • Meet like-minded professionals to exchange ideas and information.
  • Learn more about the Worcester County community.

 Meet the Council Members

The Professional Advisors Council includes professionals from diverse fields, such as law, accounting, financial planning, and insurance. We are grateful to the following individuals who have volunteered to serve on the Council:

  • James Cushman - VP of Private Wealth Management & Director of Business Development, Bartholomew & Company
  • Nina Dow - Partner, Bowditch & Dewey
  • Michael Duffy - Shareholder, Fletcher Tilton
  • Jennifer Flanagan - Partner, Mirick OʼConnell
  • Matt Fletcher - Advisor, Moneta Group
  • Hannah Goode - Financial Advisor, Kenary Group at Morgan Stanley
  • Michael Grenon - VP & Principal, Grimes & Company
  • Nadia McGourthy - Partner, Dresser & McGourthy
  • Christopher Mitchell, Council Chair - Partner, Christopher, Hays, Wojcik & Mavricos
  • Jennifer Moran - Financial Advisor, Grimes & Company
  • Hamilton Soriano - Financial Advisor, Edward Jones
  • Robert Wetzel - Financial Advisor, Wetzel Group at Morgan Stanley

At the Foundation, we collaborate with professional advisors by sharing our in-depth knowledge of community needs and expertise in charitable giving. Through educational seminars, resources, and a trusted network, we help advisors guide their clients toward informed, meaningful philanthropy.

For more information about the Professional Advisors Council, contact Kelly Stimson, VP of Philanthropic Services, at kstimson@greaterworcester.org or 508-755-0980 ext. 112.