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

Craig Yamamoto

Craig joined Securian Advisors of New England in 2018. Craig enjoys educating and working with his clients to help streamline their finances to meet their personal goals. He works with individuals, families, and businesses to help create sound financial strategies that may be beneficial in the preset and the future. Craig was previously at Concord Wealth Management. There, he received the Pacesetter award for reaching a production milestone early on.

Craig last studied at Southern New Hampshire University, majoring in Business Administration.  He currently holds his Life, Accident & Health licenses.

Ann Ngeth

Ann Ngeth is an Associate with Securian Advisors of New England. She developed a strong desire to further evolve as an agent after working with New York Life for 5 years. She comes to Securian with an extensive 14-year background in Account Management and Sales. She provides exceptional analytical and interpersonal skills allowing individuals and business owners to discover and develop personalized long-term financial goals. Her innate character allows her to build great relationships and earn the integrity and trust of her clients.

Ann studied Nursing at the University of Massachusetts, Lowell Campus. Her education is a combination of classwork and lab. She holds her life and health insurance licenses.

Ann is an active member of the Lowell, MA community. Volunteering her time with various non-profit organizations such as CBA (Coalition for a Better Acre), the YWCA (Young Women Christian Association),  CMAA (Cambodian Mutual Assistance Association), and the ACTION group (Acre Coming Together Improving Our Neighborhood). She is dedicated to giving back to her community by assisting with Spring cleanups, supporting networking events, and community outreach on important matters such as the importance of voting and family resource programs.

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

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

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

Paul O'Malley

Paul came from an Accounting background where he worked as a tax accountant for 5 years before transitioning to financial services. His motivation for making the move was dealing with people who did not have a financial professional He hopes to end this trend by responding promptly when people need help, and making sure that clients always understand the products that they have been presented.

 

In his free time Paul enjoys golfing; outdoor golfing when the weather is right and virtual golfing during the winter. He has a particular soft spot for animal shelters and animal related charities. He has a cat named Fergal that he adopted two years ago and is named after a former Guinness brew master. Paul also enjoys reading and completing the New York Times Crossword puzzle, even though he can’t make it past the Thursday Puzzle.

 

Credentials

 

Masters of Science in Accounting
Membership in the Massachusetts Society of Certified Public Accountants
 
 
 
Registered Representative and Investment Advisor Representative of Securian Financial Services

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.

Chandler Winchester CLTC®

I was the fourth generation of my family since 1915 to serve in the financial services industry. My great grandfather Leon worked in the Mills of Worcester MA by day and sold insurance door-to-door at night. My grandfather Harry managed the family insurance agency, while at the same time building three mobile home parks. My father Kip helped run the family agency while also having a commercial fishing boat in Cape Cod.

From a young age I helped maintain the commercial fishing boat, mobile home parks, and family insurance agency. By day I helped with plumbing, electric, laying cement pads, landscaping, and other maintenance. At night I did the custodial work at the insurance agency. Over the next 15 years I worked in the restaurant industry, earning the AGM role of the largest night club in Fort Lauderdale, which I helped grow to 100+ staff and up to $250,000 in daily revenue.

A career in the financial services industry was a natural next step, for me. Over the past 14 years, I have assisted clients by helping to manage their varying insurance risk exposures, wealth preservation, and wealth accumulation needs. I accomplish this with a comprehensive approach that begins with actively listening to each client’s values, needs and concerns. I also integrate the guidance of the client’s other professional advisers, including their accountants and attorneys, as needed. I am a Providence, RI based financial advisor who works with individuals, families, small business owners, and their employees. I pride myself in working with those in industries that have helped build our country.

I graduated from Worcester State University, live in Warwick RI, and enjoy spending time with my wife - Kendra. I am the godfather of three beautiful children - Gavin, Zachery, and Madison. I served on the Board of Directors for NAIFA RI (National Association of Insurance and Financial Advisors), VP of BNI Capital Gains, member of RIMPA (RI Master Plumbers Association), and a Freemason. In my spare time, I enjoy fishing, hiking, golf, and other outdoor activities. In my spare time, I enjoy fishing, hiking, golf, and other outdoor activities.

 

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