Merger of Our Cetera Advisors Teams

As the tax season comes to a close, we have some exciting news to share with you!

We are pleased to announce that a local Branch of Cetera Advisors will be merging with CCR Wealth Management! Welcome, Brian Thomas and Jessica Loughnane! This merger will provide us with greater resources and help to expand the breadth and depth of our services.

In terms of day-to-day operations, nothing will change. Both Brian Thomas and Jessica Loughnane will remain staffed at the Lynn Office on 583 Chestnut Street. We will gradually introduce you to them when your personal situation may benefit from their specific areas of knowledge and insight.

Brian and Jessica's contact information remains the same for office location and phone numbers. We will be adding the following email addresses for you to use for future correspondence:

• Brian Thomas, Financial Consultant - [email protected]
• Jessica Loughnane, Client Service Specialist - [email protected]

We'd like to share a welcome message from CCR Wealth's Managing Partner, David Borden:

“We are so happy to welcome Cetera Advisors team members Brian Thomas and Jessica Loughnane to CCR Wealth Management. We know that the merger will be a seamless one as our firms share similar cultures and an ethos of trust built on always putting the client - and his or her specific needs - first. We look forward to meeting each of you. Welcome!”

We are excited about this new chapter and the opportunities it presents for us to better serve you.

Check out our full team here.