Broker Check

Meet the Team

At Westfield Financial Management Services, we focus on you and the unique set of financial circumstances you and your family face. Getting to know you and your personal needs allows us to create a personalized strategy aligned with your short-term and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.
  


David Ricci

David Ricci

Investment Advisor Representative, LPL Financial

(413) 572-4227

(413) 683-3930

Carlos De Leon

Carlos De Leon

Investment Advisor Representative, LPL Financial

(413) 598-3113

(413) 683-3930

Josh Stebbins

Josh Stebbins

Sales Assistant, LPL Financial

(413) 572-4265

(413) 683-3930

Kevin Green

Kevin Green

LPL Financial Registered Representative

413-564-2607

413-683-3930