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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


[email protected]

David Korff

Vice President, LPL Financial Advisor


[email protected]

McDonald Team

Danielle Gaudette

VP, Investment Services
LPL Financial Advisor


[email protected]

Mary McDonald

Senior VP, Investment Services
LPL Financial Advisor



[email protected]

Interested in learning more about the McDonald team?

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Interagency Statement on Retail Sale of NonDeposit Investment Products:

-are not insured by the FDIC
-are not deposits or other obligations of the institution and are not guaranteed by the institution; and,
-are subject to investment risks, including possible loss of principal invested.