SETH M. PEARSON, CFP

Seth M. Pearson, CFP, Pearson Financial Services, Dennis, Mass., is a pioneer in the field of financial planning. One of the first 900 Certified Financial Planners (CFPs)™ whose ranks now number nearly 45,000 -- Seth has spent his entire professional life developing strategies to help families accrue, protect and distribute their wealth.

He is concerned about the impact and conflicts that uncoordinated professionals, with multiple and competing agendas, have on the financial goals of families. He offers an integrated wealth management process via a
“family office,” incorporating investment, retirement, financial and estate planning specialists under one roof, with each professional committed to a long-range, tax efficient and cost-effective financial plan in the best interests of the client’s family.

In addition to his career as a financial advisor, he has consulted with three of the largest financial institutions in the nation. More than eighteen thousand people have heard his lectures on the science and art of financial planning.

Seth lives on Cape Cod with his wife, Penny. He is an avid sailor. It’s no accident that the compass rose is part of his company’s logo. His three children and grandchildren live nearby. Given the realities of property values and property taxes on Cape Cod, Seth is an expert in managing highly appreciated property so that its value can be carefully accessed to meet a family’s financial goals. He works with conservation trusts and land banks, with the twin goal of helping families preserve their wealth while preserving authentic Cape Cod.

John W. Ward

John has responsibility for developing business off Cape through the TD Ameritrade Advisor Director program, and he will provide service for those accounts. He brings a wealth of personal and professional experience from a career spanning over thirty years associated with financial services.

Educated in Great Britain with an MA and MBA, John first came to the USA in 1973 with Citibank, and settled permanently in 1977. He helped establish the Merrill Lynch international private bank in the early eighties, and was its Chairman for three years. He has been an independent consultant and private investor since 1990. In this capacity, he has been an advisor and independent director to many small and rapidly growing companies, including Ameritrade, for five years after its IPO.

Pearson Financial Services

Seth M. Pearson, CFP, Certified Financial Planner

John W . Ward

Kathleen Muscarella - Family Office Accounts Manager

Coral Murphy - Operations Manager

Barry MacMartin - Registered Service Associate

Bryan Bastoni, CSC, Registered Service Associate

Law Offices of Kathleen Fowler

Kathleen Fowler, JD - Estate Planning Attorney

William Lord, CPA, CFA - Estate Administrator

Debra Coccoro, Estate Planning Attorney

Jennifer Fairman - Office Manager