Date Posted: March 25, 2003 (use browser "Back" button to return)
"What a great idea! I just found out about this site speaking with Tom Sacco today. Wanted to see how he was doing.
As for me, after 6 months of training and taking several SEC and state law exams I have joined American Express Financial Advisors in January, and I am a fully registered and licensed financial advisor. I work in Waltham just off of Rte 128 and am growing my client base. I help put together financial plans for everyone interested in reaching their financial goals. Retirement, college education funding, investments and tax reduction strategies, insurance, and even estate tax planning. It's many long hours each day, but I am having fun trying to help people.
I will try and stay more in touch with everyone through this site!! I hope you are all healthy and happy with your lives after BSG!! I worked in a great environment with great people for over 14 years so the good memories will last me a long time. I also worked with Roger Falcione with his new venture for a few years, as well as with John, so I even kept the ties for a little bit after I left!!
Please let me know if I can help you with your financial goals as well - 781-684-3729. Ava and I still live in Sudbury, my 2 girls Sequoya (4th grade) and Tanaya (2nd grade) are growing up fast!! Let me hear from everyone!
David (Mol)"