Odelisa Antunes

Odelisa was born in Cape Verde, migrated to Portugal and then to the United States at the age of 10.  She attended Endicott College in Beverly, with a major concentration in Business and a minor in Clinical Psychology.  She was also a member of the Phi Beta Chi honor society at Endicott College.

Although her concentration in college was business and psychology, her career path has taken her into the financial industry, most recently banking and now Securian NE.   Her work ethic is to always give your best, treat colleagues and clients with the utmost respect, and pursue the opportunities available to you.  Never be afraid to take a chance and learn new things. 

Odelisa is the Executive Assistant to two advisors at Securian New England.  In her role as a financial advisor’s executive assistant, she assists the advisors with administering all aspects of client accounts.  She handles email and mail correspondence, input transactions for client accounts, and monitors client files for compliance with various regulations.

Odelisa is also a mother to a 10-year old boy, Wyc, who she refers to as her “raison d’etre”.  Her motivation for all that she does and is.  Her family is her priority.  She also enjoys spending and participating in sports with Wyc.  They pursued Taekwondo together and tested together for their black belt.  She loves to exercise and travel.  Her goal is to familiarize, educate and teach her son about other cultures of the world thru traveling.  

Mike Bellody

Michael Bellody is a Wealth Manager at Securian Advisors of New England.  He began in the financial industry right out of college, with Prudential Financial Services.  He experienced immediate success, qualifying for the 1995 Regional Business Conference in his first year.  In 1996, Mike transferred to Prudential Securities, where he began his career in the investment industry.  At 25 years old, he was one of the youngest advisors ever to be named a Quantum Portfolio Manager at Prudential Securities.  In 1998, Mike took his talents to Merrill Lynch, where he was quickly recognized for his contributions and was named to the Merrill Lynch Executives Club that same year, before moving on to Mellon Advisor Services, where he was a Vice President and Financial Advisor.  In 2001, Mike became Vice President of the New York/Northeast Region for Fisher Investments.  He was a multi-year qualifier for the firm’s Circle of Excellence.  Looked up to by his colleagues as a leader, he directly trained and mentored several members of Fisher’s Vice Presidents over the years. Mike was a part of a select group of tenured VP’s who were instrumental to the incredible growth experienced by Fisher during his time there.  Over his 15+ years there, Mike helped Fisher’s AUM growth far exceeded their goals

Mike graduated from Bentley University with a degree in Economics.  Mike holds the Series 7 and 66 FINRA registrations and is a registered representative and investment advisor representative of Securian Financial Services, Inc.

Mike has been a leader in his community as well, serving on the Board of Directors of the West Bridgewater Youth Athletic Association for nearly 10 years.  Mike was the President of the WBYAA for 2 of those years.  His many years of exceptional service to the youth of his community earned him the 2016 Service To Youth Award. 

Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Ryan Carlin CRPC®

Ryan is an experienced financial advisor who believes the most important thing he can do is to help his clients make consistently sound financial decisions.  In his experience he’s discovered that wealth building tends to be a function of having a strategy, taking decisive action on that strategy and avoiding big financial mistakes along the way.  Although he interacts with clients using modern communication tools, he believes those are no substitute for good old-fashioned financial checkups: getting to know your client, understanding their life, goals & priorities, and building a proper financial strategy around what they’ve shared. 

Ryan focuses on answering client questions in a variety of financial situations:

Will I have enough money in retirement?
Am I paying too much in taxes?*
Am I taking on too much risk?
Am I saving enough to accomplish my goals?
Is my portfolio doing what it’s supposed to do?
Will I be able to pass a financial legacy onto my heirs?

Ryan resides in Quincy with his wife, Angela, and their son, Adam.  Away from the office, Ryan enjoys hiking, visiting New England’s craft breweries, snowboarding, target shooting and rooting for the Pittsburgh Penguins and the New York Mets.

Credentials

 

Financial Professional since 2002
FINRA Series 7 & 66
CRPC® - Chartered Retirement Planning Counselor
Life, Long Term Care, Disability and Health Insurance Licenses
B.S. in Finance from Penn State University
Registered Representative, Securian Financial Services
Investment Advisor Representative, Securian Financial Services

 

*Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Leo Choquette

Leo Choquette grew up the Grandson of immigrants in a housing project overlooking the State Pier in the Whaling City of New Bedford, MA.  Refusing to succumb to his environment, Leo was the first person in over 5 generations of his family to attend College, graduating from the University of Vermont with a BS in Biological Sciences, and a dual minor in Chemistry and Sociology.  After completing a Master’s in Microbiology at the University of Montana, he was accepted into the M.D. program at St. George’s University School of Medicine.  Unable to afford the tuition, Leo was forced to leave school and spent the next 5 years working in Sales.  In 2009, Leo was able to enter the University of Massachusetts Law School, becoming a Lawyer in 2013.

A chance encounter led him to joining the Boston General Office of New York Life.  Leo spent five highly productive years (two as a Financial Professional, and three as a Partner of the Firm) in the company’s flagship office, where he earned multiple Council honors, sales awards in both life insurance and annuities, and was recognized as an Aspirant in the 2015 Million Dollar Roundtable (MDRT).  As a Partner, Leo was a Mentor and Instructor to dozens of new Agents, and a Field Advisor to even more.  In 2018, realizing his true talents lie in working with his clients, Leo decided to become an independent Investment Specialist for Securian Advisors of New England.

Leo holds his Life and Health licenses in multiple states, and his Series 6 and 63 FINRA registrations.  Leo focuses on working with Middle and Upper-middle class families, Small business owners, and Retirees.  Leo has obtained his J.D. and M.S. from The University of Massachusetts.

Leo is a first-generation Freemason, Eucharistic Minister for the Episcopal Diocese of Massachusetts, Ambassador for the Southcoast Chamber of Commerce, former Treasurer for the New Bedford Democratic Party, and was a 2014 candidate for New Bedford City Councilor.  He enjoys living life to the fullest with his beloved Wife, Bethany, and has discovered a new challenge:  GOLF

Brian Falconer LUTCF®

Brian Falconer is the Managing Partner of Securian Advisors of New England. He began his financial services career 19 years ago after graduating from Fordham University.  While at Fordham’s Gabelli School of Business, Brian studied both Finance & Economics.  Later he went on to earn the professional designation LUTCF (Life Underwrite Training Council).

Brian began his professional career right out of college with New England Financial and served individual and business clients for 6 years before moving into a leadership role in 2005.  He was actually the youngest Managing Associate in New England Financial’s long and rich history. 

Since then, Brian has recruited, trained and worked with hundreds of insurance agents and financial advisors, helping them grow and develop their practices.  Brian holds his Series 6, 63, 7, 66 and 24 registrations and is a registered representative and investment advisor representative of Securian Financial Services, Inc.

Brian currently proudly serves as the State of Rhode Island President Elect Chairperson for the NAIFA-RI Board of Directors, where he has served in various chairs over the last 5 years.   Brian is also currently serving on the Financial Service Professionals of Rhode Island Board of Directors as the Program Chairperson and has done so for the last 2 years.

Brian lives in Massachusetts with his wife Meri and their daughter Blakely.

Merideth Falconer LUTCF®

Merideth is a lifelong New England native and was born and raised in Southeastern Massachusetts.  She attended Bridgewater State University where she obtained her Bachelor of Science in Business, magna cum laude.  She then went on to Northeastern University, where she obtained her Masters Certificate in Leadership.  Later, she went on to earn her professional designation LUTCF. 

After college Merideth entered the insurance industry, starting out in the health insurance sector with Blue Cross Blue Shield.  She then moved into the property and casualty business as a Sales Representative for Liberty Mutual.  Her last stop was as a Registered Representative with Allstate Insurance where she worked with six local Allstate offices providing financial services guidance for her clients.  Merideth has always been focused on helping her clients and putting their needs first.  Her genuine client centric approach makes her an invaluable addition to the Operations team at Securian Advisors of New England.  In her role she will be responsible for the operations of the firm by helping with anything and everything necessary to serve our Advisors needs who are our clients.  Merideth holds a FINRA Series 6 & 63, as well as the Life, Health, Property and Casualty Licenses.

Merideth has been married to Brian for five years and they have a 3 year old daughter Blakely and their dog Poco.  She loves spending time with Blakely and specifically teaching, cooking, crafting and exploring the world through her eyes.

Andrea Freitas

Andrea has two roles at Securian Advisors of New England. She is the Director of Marketing for the firm, assisting the team with branding, social media, and events. She also works with a team of financial professionals, within the firm, as their Executive Assistant. In both roles, Andrea enjoys working in a team environment on a shared goal from client outreach to coordinating an event and helping financial professionals create positive experiences for every client.

After graduating from University of Massachusetts, Dartmouth, she found her passion for client service, working as a bridal consultant and manager of a luxury bridal boutique. In search for a way to be of more service to her community, Andrea went on to a career in the financial industry as a licensed Relationship Banker.  For the last 3 years, she has been working with financial professionals in both the executive assistant and marketing capacity.

Andrea lives in Rhode Island and enjoys going to the beach, camping, hiking, cooking, the Providence food scene, and traveling in her spare time. Most of all, she loves spending time with her family, friends, and beloved pets.

 

Credentials

FINRA 6 & 63
Life & Health Insurance Licenses
Bachelor’s Degree in Liberal Arts with a focus in History and Sociology
 
 
Registered Representative of Securian Financial Services

Donald Jones

Donald Jones is a Wealth Manager at Securian Advisors of New England. After serving as an Engineering Officer and Communications Officer in the U.S. Navy, he went to work for Merrill Lynch, and later Fleet Bank (now Bank of America) where he managed the municipal trading desk. He was recruited to Fleet’s Money Management Group where he was responsible for High Net Worth (HNW) individuals and one of their mutual funds. His stewardship of the fund led to a #2 ranking from “Barron’s Value Line Ranking of the Top 100 Mutual Fund Managers”* and landed him regular appearances on CNBC programs such as “Power Lunch” and Squawk Box.” In addition, he managed assets for Fleet Bank’s largest private relationship in Rhode Island and was responsible for investment and retirement accounts for a local Hospital. In total, he developed, implemented, and managed investment strategies for $1.2 billion in AUM for the funds and 110 separate relationships.  

Don graduated from SMU in Dallas, Texas with a BBA in Banking & Economics, and an MBA in Finance. He holds his Series 7, 6, 63, and 66 FINRA registrations in addition to Life, Accident, and Health licenses.  He is a registered representative and investment advisor representative of Securian Financial Services, Inc.

Don is an active leader at the Our Lady of Mercy (OLM) Catholic Church in East Greenwich, RI, and has served as an Extraordinary Minister and a teacher in the Rite of Christian Initiation for Adults (RCIA) program. His philanthropy work includes fundraising campaigns for the OLM Capital Campaign, Moses Brown School (where his three sons attended), and the Juvenile Diabetes Research Foundation (JDRF), among others. An avid military history buff and enthusiastic golfer, Don is a member of the Rhode Island Civil War Round Table and served as past president of Agawam Hunt in East Providence, RI.

Don lives in East Greenwich, RI with his wife Carol and their beloved dog, Oliver.

 


​*Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 3445054/ 02/2021

Jose Lopes ChFC®

Jose Lopes has over 14 years in the financial services industry, focusing on developing financial strategies for individuals and business owners. Jose double Majored in Communications and Graphic Design from the University of Rhode Island, and is a Credited Chartered Financial Consultant through the American College. He has his FINRA Series 6, 63, 65 & 7 securities registrations, as well as his Life and Health Insurance licenses. He is a member of NAIFA-RI (National Association of Insurance and Financial Advisor) where he has volunteered through NAIFA-RI for the Special Olympics.

Jose and his wife Lisa live in Pawtucket, RI. Jose is a member of the Jenks Lodge of Free and Accept Masons in Pawtucket, RI, he worked with The Rhode Island Foundation as a former member of their Professional Advisory Council, and he supports Urban Achievers, based out of the Epiphany School in Dorchester, MA.

 

Jose Lopes is a registered representative and investment advisor representative of Securian Financial Services, Inc.

Connor Mahoney

Connor works with a diverse group of clients and focuses on guiding individuals, families, and business owners in their financial journey. He helps them learn how to manage, save, invest, and protect their money to help get started on the right track to financial success. The driving force behind Connor's excellent service to his clients is strong relationships. By taking a compassionate and understanding approach to financial consulting, he spends time truly getting to know his clients. Together they create a strategy that reflects each individual's unique goals and dreams, while helping to relieve the stress and anxiety that often surrounds finance.

 

Connor can also help with answering questions, including but not limited to:

 

Can I retire early?
What should I do with my former retirement plan? Are my investments working hard enough?
What's a good approach for college funding?
Do I have enough life insurance for my family?
How do I create a steady income stream during retirement?

 

Connor resides in Boston, MA. Outside of the office, Connor enjoys coaching basketball, waterskiing, biking, boating, and spending time with family & friends.

Credentials

 
FINRA Series 7 & 66
Life, Long Term Care, Disability and Health Insurance Licenses
Bachelor’s Degree in Finance & Business Analytics, Le Moyne College   
Registered Representative Securian Financial Services
Investment Advisor Representative, Securian Financial Services

Erik O'Leary

Erik has 15 years of experience in the Financial Service industry.  He has worked for many well named companies including New England Financial, Putman and New York Life.  For the past 4 years Erik was a member of the MDRT and NAIFA.  Most recently, Erik achieved 4 different increasing levels of Council based on production and retention.

Erik O’Leary is an Investment Executive at Securian Advisors of New England.  He began his professional career right out of college with Mellon Trust and then while at New York Life he was a top 10% advisor. Erik has also trained and worked with dozens of insurance agents, helping them grow and develop their practice.

Erik graduated from UMass at Lowell with a BA in Environmental Science with a minor in Chemistry.  Erik holds his Life Insurance License, Series 6 and 63 in 6 different states which includes, MA, NH, RI, ME, NC and GA. 

Erik proudly supports the community with volunteer work in the Boston area which includes Rosie’s Place and The Boys and Girls Club of both Boston and Wakefield.