181 Main Street
Suite 200
Shrewsbury, MA 01545
Local: 508-842-6222
Fax: 508-842-6333
Toll Free: 800-539-8517
181 Main Street
Suite 200
Shrewsbury, MA 01545
Local: 508-842-6222
Fax: 508-842-6333
Toll Free: 800-539-8517
508-842-6222, x1
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Thomas J. McDavitt is proud to have been recognized as a Summit Club advisor for 2016—a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.
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Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
508-842-6222, x2
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Steve R Santucci is proud to have been recognized as a Business Experience advisor for 2016—a distinction based on annual production that places him among the top 49 percent of advisors affiliated with Commonwealth Financial Network.
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Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
508-842-6222, x3
A 2005 graduate of Bryant University, Aaron has eight years eof xperience in the investment and insurance field. Aaron joined McDavitt Wealth Management in 2006 primarily in the role of support staff for the practice. Since 2008, he has been building his business managing assets for individuals, families and small business retirement plans, as an Investment Adviser Representative of Commonwealth Financial Network®. He also has achieved his Accredited Investment Fiduciary® (AIF® ) designation.
Aaron resides in Holden, MA, and has coached lacrosse for six years at the high-school level. Despite having stepped out of coaching, he remains active in local sports and recreational activities in and around the Worcester area.
508-842-6222, x5
Julie joined McDavitt Wealth Management & Santucci Wealth Management in 2011 as a part-time administrative and operations assistant. Prior to joining the firm, Julie had 15 years of experience in the financial services industry with Putnam Investments in the service and operations department and with Morgan Stanley in a similar role. Julie grew up in Boston, MA, and now lives in a small town south of Worcester with her husband, Mike; daughters, Sara and Kayla; and son, Shea.
In her spare time, Julie enjoys watching her children play basketball, soccer, and volleyball,and she serves as an assistant JV basketball coach for her town’s high school. When not at sporting events or various activities for her children, she enjoys shopping, painting, and decorating, as well as spending time with family and friends.