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Management Team
John P. Napolitano, CFP™, CPA, PFS, MST
President
John started his career in public accounting in 1978 with Alexander Grant & Company, and then went on to build a CPA firm with a financial planning focus in Wayland, MA. In 1992, John left the practice of public accounting to concentrate exclusively on financial planning for individuals and small businesses.
As Chairman and CEO of U.S. Wealth Management, LLC, John founded the company to create a culture that did not exist in the marketplace. U.S. Wealth Management only works with financial professionals passionate about wealth management and willing to belong to a professional coaching program. The vision for U. S. Wealth is to be a leader in the service-based financial industry.
John is also the editor-in-chief of “The Paragon Advisor,” a practice management and business development newsletter featuring the top consultants to the financial services industry such as Dan Sullivan, Ron Carson, Bob Veres, Bill Cates, George Kinder and a host of others.
John is a well-known financial practitioner, writer, instructor, and broadcast commentator. He is a noted authority on financial planning and the management of a wealth management practice and has instructed financial planning courses for more than 40 Financial Planning Association chapters, the American Institute of CPAs, the MA, NH, RI, NY, IN and CT Societies of CPAs, NAPFA, SFSP, Bentley College, Northeastern University, and as a keynote speaker for professional organizations throughout the country. He also conducts live and recorded educational webinars.
J. Dennis McCarron
Executive Vice President/Chief Operations and Compliance Officer
Dennis is a 20 year veteran of the financial services industry. Prior to joining U.S. Wealth Management, Dennis held the position of Executive Vice President of Sales at a technology company servicing institutional portfolio managers. Dennis was responsible for the sale of their products through a network of institutional distribution partners. Prior to joining the technology firm, Dennis was Vice President at NVEST, where he was responsible for institutional sale of cash, equity, bond and technology products to the financial services industry. He developed and maintained strategic distribution relationships with banking and Investment Manager intermediaries. He was also key in driving the development of a commercial bank sweep product, which was sold to commercial banks and bank data processing companies. Prior to NVEST, Dennis was President of FISCO Equity, a broker-dealer servicing the retail and commercial banking market. He was responsible for business development, operations, compliance, and recruitment. During his employment at FISCO Equity he expanded the scope of business to include institutional clients while driving revenues by over $125 million. He was also responsible for all audits and interactions with the FINRA, formerly known as NASD, and SEC. Dennis has successful completed the FINRA Series 7, 24, 27, 53, & 63 examinations.
George T. Clarke, CPA, MSF
Chief Financial Officer
George brings extensive domestic and international experience in the financial services industry to U.S. Wealth Management, LLC. He previously served as Executive Vice President, Chief Financial Officer and Board Director at Moors & Cabot, Inc. in Boston, MA. While at Moors & Cabot, he was an allied member of the New York Stock Exchange. His corporate experience also includes serving as Senior Vice President and Controller at UST CORP and positions with Bank of Boston Corp. and Coopers & Lybrand (Boston and London, UK).
George earned a Bachelor of Science degree in Accounting from Bentley College in Waltham, MA and Master of Science degree in Finance with a concentration in the Management of Financial Service Institutions from the Carroll School of Management at Boston College. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants, Financial Executives International and is a former member of the New England Banking Institute's Accounting Advisory Board.
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© 2008 U.S. Wealth Management, LLC (USWM). All rights reserved.
139 Wood Road, Braintree, MA 02184.
Investment advisory services offered residents of CA, CT, FL, IL, IN, KY, LA, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, RN, TX and VT through advisory representatives of U.S. Financial Advisors, LLC (USFA), an SEC-registered investment advisor. Securities offered to residents of AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT and WA through registered representatives of Lincoln Financial Securities, a registered broker-dealer and member FINRA/SIPC.
USFA, and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. US Wealth Management LLC and Lincoln Financial Securities are not affiliated.
In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation.
In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation.
Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent.
Business Continuity Plan
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