Paul Matheson Bio2019-03-19T16:13:26+00:00

Paul Matheson

Client Services

FAVORITE QUOTE: “What greater wealth is there than to own your life and to spend it on growing? Everything living must grow. It can’t stand still. It must grow or perish.” —Ayn Rand

DREAM RETIREMENT: I view retirement as my opportunity to spend less time on income producing activity and more on exploring new things. I plan to work in financial services, on a reduced basis, as long as it is engaging and I am useful. But I will devote more time to reading the classics, attempting to create art, involved in civic and fraternal activity, enjoying more food and drink, and hopefully walking the Cliffs of Moher.

Michael J. LaBrie
Michael J. LaBrieManaging Director – Senior Advisor, Investment Advisor Representative
Thomas F. Nee, Jr.
Thomas F. Nee, Jr.Managing Director – Director of Advisor Development, Investment Advisor Representative
Martin E. Plecinoga
Martin E. PlecinogaSenior Financial Advisor, Investment Advisor Representative
Kate Glidden, CFP®
Kate Glidden, CFP®Senior Financial Advisor, Investment Advisor Representative
Richard “Rick” P. LeBlanc
Richard “Rick” P. LeBlancSenior Financial Advisor, Investment Advisor Representative
Lisa Marie Wise
Lisa Marie WiseDirector of Office Services, Registered Field Assistant
Matthew Dandreo
Matthew DandreoCompliance Manager, Registered Representative
Ny Sok
Ny SokRetirement Transition Specialist
Joan Welch
Joan WelchClient Financial Analyst
Linda Gorgone
Linda GorgoneReceptionist
Meni Frangias
Meni FrangiasClient Relations
Kim Silverman
Kim SilvermanClient Services
Paul Matheson
Paul MathesonSenior Financial Advisor, Investment Advisor Representative
Susie LaBrie
Susie LaBrieClient Relations
Diane Gavin
Diane GavinReception

500 Edgewater Drive, Suite 565
Wakefield, MA 01880
T: 800.246.1433
F: 781.246.2482

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Gallagher Fiduciary Advisors, LLC (“GFA”) is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

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