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Boston Office: 346 Commercial Street, Boston, MA 02109
Cape Cod Office: 411 Main Street (Route 6A), Yarmouthport, MA 02675

617-600-5488   Toll-Free:  877-472-5175

Team

MEET THE MUNROE MORROW WEALTH MANAGEMENT TEAM

Munroe Morrow Wealth Management is a full service wealth management and financial services firm located in Boston, MA. Our focus is on excellent investment and financial advice as we help clients build and manage their wealth. Previously affiliated with a leading financial firm, we recently joined LPL Financial, the nation's largest independent broker dealer.* We place great emphasis on education–both yours and ours. We are committed to advising you in an objective and unbiased manner. We inform and educate you on the investment principles and strategies we recommend and implement. We believe that this level of knowledge and transparency helps you to make financial decisions with confidence and clarity.

As a firm we embrace continuing education for our staff and advisors designed to help our clients benefit from the most up-to-date and knowledgeable information, research, practices and products available today. All of our advisors have advanced degrees and/or professional certifications and designations, and adhere to strict educational and ethical requirements.

*As reported in Financial Planning Magazine, June 1996-2013, based on revenue

 

Greg Munroe, CFP®

President & Financial Advisor

617-600-5490

617-224-0871

Greg Munroe is the President and founder of Munroe Morrow Wealth Management. Greg earned a Bachelor of Science in Finance from the University of Vermont in 1992 before pursuing his career in the financial services industry.

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Matthew A. Morrow

Partner & Financial Advisor

617-600-5491

617-224-0871

Matt is a partner with Munroe Morrow Wealth Management. Matt attended the United States Coast Guard Academy for three years before graduating Magna Cum Laude with a Bachelor of Science in Finance from the University of Massachusetts.

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Brian J. Griffith is a CERTIFIED FINANCIAL PLANNER™. He began his career as a financial advisor in 2000 and joined Flagship Harbor Advisors in 2010 as a Private Wealth Advisor.

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Jackie Grady

Client Service Specialist

617-600-5493

617-224-0871

Jackie is approaching her six year anniversary with Munroe Morrow Wealth Management and continues to interact directly with clients to forge positive and lasting relationships.

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Daria Grady

Client Service Specialist

617-600-5489

617-224-0871

Daria is the newest member of the Munroe Morrow Wealth Management team and has brought her knowledge and expertise by providing day to day support to the Advisors.

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Nicholas J. Cancelliere has developed and directed the social media for Munroe Morrow Wealth Management over the last year. At present Nick is enrolled at the Sawyer Business School at Suffolk University.

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