Experience

Tom dedicates himself to delivering holistic solutions to complex personal wealth goals of clients. With over 40 years of experience in the financial service industry, Tom and his team have navigated numerous market cycles and economic conditions. This has instilled in Tom a integrated approach to portfolio management that aligns with client’s goals. He leverages his expertise to collaborate with business owners and executives to support concentrated wealth strategies and pre-liquidity and post-liquidity events. Understanding that each client’s needs are unique, Tom provides advice and solutions beyond investing, including liability management and philanthropic strategies.

Tom’s love of learning and passion for relationships led him to the industry in 1980. Those values and passions remain to this day. As a Certified Portfolio Manager® and Certified Private Wealth Advisor®, he has faith in the successful results of close attention to detail, careful risk management, proper planning and the power of compounding.

Credentials that build confidence
– B.A., Political Science, Stonehill College
– M.A., Economics, Northeastern University
– Certified Portfolio Manager^® (CPM^®)
– Certified Private Wealth Advisor^® (CPWA^®)
– UBS Wealth Advisor Program, 2018
– Series 7, 8 and 63 securities licenses
– NMLS mortgage license; NMLS# 1215627

Outside the office
When not at work, Tom loves traveling with his family and reading. An avid outdoorsman, you can find Tom, running, hiking, climbing and skiing depending on the season. Tom resides in Quincy, MA and has two adult children, Lauren and Brian.

By joining Humphreys Wealth Advisors, Lauren brings the perspective of the younger generation to the team. Lauren supports the creation of customized wealth planning strategies and investment management to help clients navigate life events. Driving Lauren’s passion for relationships is her deep-rooted value in supporting financial independence and education. As part of the team’s mission to serve multigenerational families, she focuses on engaging with and being a resource for the next generation.

Lauren joined UBS in 2018 as a member of the firm’s selective Graduate Talent Program (GTP). The two-year program gave her firsthand experience with various products and services and the opportunity to work with clients and UBS professionals across the firm. Additionally, she spent two years on UBS’ Equity Advisory Group, supporting portfolio management and providing actionable equity and ETF ideas to Financial Advisors.

Credentials that build confidence
– B.A., Economics, Honors, University of Massachusetts, Amherst
– Certified Financial Planner^TM professional (CFP^®)
– Certified Investment Management Analyst certificant (CIMA^®)
– Chartered SRI Counselor^SM (CSRIC^®)
– Series 7 and 66 securities licenses

Living her passions
Lauren lives in Quincy, MA with her cat, North, and enjoys hiking with her family, reading, yoga and painting. An active member of her community, Lauren volunteers at a local animal shelter and is a member of Family Reach, a non-profit organization that supports families with the many costs of cancer. For two years, she was Head of Communications for All Bar None Americas, UBS’s women’s affinity network.

As a CERTIFIED FINANCIAL PLANNER^TM professional, Matt focuses on deep discovery conversations with clients to support the creation of customized financial plans that provide holistic solutions. He works with clients on planning for important life milestones, acting as an unbiased advocate to support goal achievement. Driving Matt’s focus on client discovery is his passion for instilling financial confidence.

Credentials that build confidence
– B.A., Business Administration, concentration in Finance, University of New Hampshire
– Certified Financial Planner^TM professional (CFP^®)
– Chartered Retirement Planning Counselor^SM (CRPC^®)
– Series 7 and 63 securities licenses

Outside the office
Matt enjoys spending time with his wife, Katrina, daughter, Vienna, and their mini Bernedoodle, Callie, along with playing golf and ice hockey, the latter a lifelong passion. Prior to joining the Financial Services industry, he was a professional hockey player for a four-year period that included time with the NHL’s New York Islanders and one year in Milan, Italy.

As a Client Service Associate for Humphreys Wealth Advisors, Nina is dedicated to providing comprehensive, tailored service to our clients by attending to their account management needs. She is responsible for all day-to-day operational tasks and supports client-specific requests. Committed to deepening client relationships with the team, Nina also manages the team’s thought leadership and client marketing initiatives.

Prior to joining UBS, Nina was a Banking Specialist at Middlesex Savings Bank for two years where she was responsible for client relationship management and banking services. Nina’s experience stems across both personal and business accounts, as well as legacy planning with trusts, estates, power of attorney, etc.

Outside the office
Nina graduated from Roger Williams University, earning a bachelor’s degree in Marketing. She enjoys reading, writing and going for walks. Having spent most of her summers in Ogunquit, Maine, Nina prefers to be near the ocean in her free time. She currently resides in Medway, MA.