181 Main Street
Suite 200
Shrewsbury, MA 01545
Local: 508-842-6222
Fax: 508-842-6333
Toll Free: 800-539-8517
Thomas J. McDavitt, AIF®
508-842-6222, x1
Tom has 30 years of experience in the financial services field. He provides wealth management to a select group of high-net-worth individuals in a variety of fee based programs as an Investment Adviser Representative with Commonwealth Financial Network®. He also manages investment programs for numerous business retirement plans and he has achieved his Accredited Investment Fiduciary® (AIF®) designation.
He resides in Holden, MA, along with his wife of 30 years, Cyndi, and their children: Bryan (29), Erynn (27), Connor (22), and Kailee (19). Cyndi and Tom are devoted parents who do not miss any activities of their kids!
Beyond the business, Tom is an avid sports fan. He has coached baseball for 20 years at various levels, from Little League to college. Previously, he served on the board of the New England AAU Baseball and was tournament director for three years. During this time, he had the privilege to coach two state-title teams. Also an accomplished golfer, Tom has qualified for the Massachusetts State Amateur Championship on three occasions and is a proud member of Worcester Country Club.
He resides in Holden, MA, along with his wife of 30 years, Cyndi, and their children: Bryan (29), Erynn (27), Connor (22), and Kailee (19). Cyndi and Tom are devoted parents who do not miss any activities of their kids!
Beyond the business, Tom is an avid sports fan. He has coached baseball for 20 years at various levels, from Little League to college. Previously, he served on the board of the New England AAU Baseball and was tournament director for three years. During this time, he had the privilege to coach two state-title teams. Also an accomplished golfer, Tom has qualified for the Massachusetts State Amateur Championship on three occasions and is a proud member of Worcester Country Club.
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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.
Steve R. Santucci, AIF®
508-842-6222, x2
A 1994 graduate of Assumption College, Steve has 16 years of experience in the investment and insurance field, having worked for Fidelity Investments prior to starting Santucci Financial Services in 2000. In 2009, Steve formed Santucci Wealth Management and merged offices with Tom McDavitt of McDavitt Wealth Management. As an Investment Adviser Representative of Commonwealth Financial Network®, Steve manages assets for individuals, families, and small business retirement plans with an emphasis on service. He has his Accredited Investment Fiduciary® (AIF®) designation.
He resides in Leominster, MA, along with his wife of 15 years, Stephanie, and their children: Jonathan (12), Gabriella (9), and Isabella (5).
A former All-American baseball player at Assumption College, Steve was drafted in 1993 and spent four years in the St. Louis Cardinal’s farm system. Steve remains active in baseball through coaching and running baseball camps during the spring and summer.
He resides in Leominster, MA, along with his wife of 15 years, Stephanie, and their children: Jonathan (12), Gabriella (9), and Isabella (5).
A former All-American baseball player at Assumption College, Steve was drafted in 1993 and spent four years in the St. Louis Cardinal’s farm system. Steve remains active in baseball through coaching and running baseball camps during the spring and summer.
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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.
Aaron S. Murphy, AIF®
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.
Julie Finnegan
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.