Member Directory

Home - Member Directory
Rep Roster

Marni Migliaccio

Steve Miglizzi
Business Development/Executive Sales

Julie Mitchell

Jim Moniz

For more than thirty years, Jim Moniz has been committed to providing financial advice based on recent developments in taxation, the economy, investment results, and timely research.

Jim started Northeast Wealth Management with the goal to become the standard of the Wealth Management Industry. Northeast Wealth Management focuses on the needs of high net-worth individuals and successful professionals, tailoring financial programs to help them determine and progress toward their objectives.

Jim is a sought-after speaker due to his extensive background and knowledge of the financial, estate, business and retirement planning fields. Jim conducts education programs for Accountants, Attorneys, and Financial Planners. His lecture "Doctors in Debt," has been presented to the graduating class of the Harvard Medical School.

As dedicated as Jim is to his clients, his greatest source of pride is his family. Jim resides in Plymouth, Massachusetts with his wife, Kate, and their two children, Erin and Sam. In his leisure 

E-mail

Mr. Todd Monska

Jim Monti
Oasis Senior Advisors provides a FREE service to seniors looking for Independent, Assisted, or Memory Care living. We help you walk you through this sometimes challenging process by reviewing your needs, budget, location, and desires to find the right home. We work directly with the communities here and with our partnering agencies throughout the continental United States if needed. We will pull together all the right resources to help you find the right home and all the services to support you. All of this we do at no cost to you. Call Jim at 617-694-8656. 
E-mail

Mr. Harold Moody

Jon Moore

Susan L. Moran Esq.

Diana Morgan
Marketing Manager

Michele Morris
Co-founder, Cannabis Coach and Educator

Danielle Morrisette
Office Manager

Raquel Mullaney

Matt Mulligan

Patty Munger
Vice President - HR
Powered By CC-Assist.NET