Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com.

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
*As of 12/31/2021


Finance

Commonwealth Financial Network

Wayne Bloom

Brad McMillan

Missy Jerome

Christopher Blotto

Brian Sullivan

Matt Deitch

Michelle Kelley

Nancy Dibattista

Karen Mccoll

Jessica Fougere

Paul Tolley

John Rooney

David Kelly

Andrew Daniels

Rory Barratt

Becca Hajjar

Rob Molinari

Kol Chu Birke

Matt Chisholm

John Hagberg

Jon Cleasby

Trap Kloman

Leadership Team

Senior Vice Presidents

Investment Management

Compliance and Risk Management

Marketing and Communications

Principal & Managing Engagement Team

Teams at Commonwealth Financial Network