Broker Check

3 Baldwin Green Common, Suite 302, Woburn, MA 01801

(781) 932-0303
info@heritagewealthmanagers.com

Our Team

Heritage Wealth Managers is a full service financial planning firm dedicated to providing financial strategies to address the concerns of individuals, families, and business owners.

Our team is committed to giving you a superior client experience. 

Our Team

Andrew Doughty

Andrew T. Doughty, CFP®, CIMA®, CKA®

Financial Planner

Andrew T. Doughty, CFP®, CIMA®, CKA® joined Northeast Planning Associates in 2013. He brings great knowledge in the areas of investment research and complex financial planning, and has a thorough understanding of the financial services...
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Geri Parisella

Geri L. Parisella

Executive Assistant

781-932-0303

geri.parisella@lpl.com

Geri Parisella assists Stephen and his practice in a variety of areas, including managing office activities, providing excellent client care, scheduling appointments, and handling marketing duties. She is also a Notary Public. A...

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Matthew Eaton

Matthew H. Eaton, CLU, CHFC, CFP®

Director of Case Development

Matthew H. Eaton, CLU, ChFC, CFP® joined Northeast Planning Associates in 1980. During his tenure with NPA, Matt helped develop a sophisticated retirement distribution and asset allocation model incorporated into a recognized financial...
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