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Avidia Investment Services

We created Avidia Investment Services to help people plan for their financial futures. You can be a seasoned investor or just starting to build your portfolio. Our representatives comprehensive advice and range of products can fit just about anyone’s goals, timelines and risk tolerance.

Investment products and services

Our representatives work with LPL Financial to give you access to a broad range of financial products and services. Some popular choices include:

  • Financial and estate planning
  • Stocks and bonds
  • Individual retirement accounts
  • Tax advantaged investments
  • Business retirement plans
  • Mutual funds
  • Retirement planning
  • Annuities
  • Education planning and 529 plans
  • Insurance products
  • Professional asset management
  • Trust services The Private Trust Company N.A., an affiliate of LPL Financial

To learn more about these investment tools as well as other options, get in touch with one of our LPL Financial Advisors.

 

Edward Stearns

VP. Investment Services
LPL Financial Advisor

774-760-1198

edward.stearns@lpl.com

David Korff

Vice President, LPL Financial Advisor

978-567-3635

David.korff@lpl.com

McDonald Team

Danielle Gaudette

Investment Services Officer
LPL Financial Advisor

774-760-1131

DANIELLE.GAUDETTE@LPL.COM

Mary McDonald

VP. Investment Services
LPL Financial Advisor

CFP®, AIF®, MBA

978-567-3645

MARY.MCDONALD@LPL.COM

Interested in learning more about the McDonald team?

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