Experience

Joel brings over 20 years of financial services expertise. Previously, he held a position with Merrill Lynch. With a strong desire to help people pursue their financial goals, Joel's goal is to be the "go-to" person for each of his clients. He holds Series 7 and 66 securities licenses as well as insurance licenses. Joel lives with his wife, Rosie, and their two daughters, Alix and Jenna in Marblehead.

Lindsay, a second generation Financial Advisor, has worked in the financial services industry since graduating college in 2002. Previously, she held a position with Morgan Stanley. Lindsay earned a bachelor's degree in Marketing from Roger Williams University in RI. She holds Series 7 and 66 securities licenses as well as life, and health insurance licenses. Lindsay's knowledge lies in detailed Financial Planning. Lindsay lives with her husband, Joe, and daughters, Julia, Gianna, and Leigha in Stoneham.

Judy began her career in wealth management in 2000 at Cape Cod Bank and Trust Company servicing clients within the Private Trust and Wealth Management group and has since served clients at firms including Morgan Stanley and Merrill Lynch prior to joining UBS in 2008. She joined the Harmuth Calabro Group in 2024 and brings broad expertise across all areas of financial services.  Judy holds a Bachelor of Science degree from Stonehill College and resides in Yarmouth Port, Massachusetts where she enjoys traveling, beaches, boating, golfing, attending concerts, and spending time with family, friends and her dogs Grady and Kona.