Our Team

 

Our Firm Principals are the contributing business owners and founders of MSW Financial Partners. 
The driving force in our joining together is the depth of expertise the combined firm offers our clients.

 

 

BOSTON

Joseph Stone, CLU®, ChFC
Firm Principal

Over 41 years experience

Delivers financial services to businesses and individuals.

Prior to becoming a Firm Principal of MSW – Founder and Partner of Stone Financial Group, Boston Office. 
Started Partners Financial-MA in 1989. Prior career as a general agent with Berkshire Life for more than 20 years and a district manager with Equitable Life for over ten years.  Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.

Serves on the executive board of Jewish National Fund New England.

Graduate of Bradley University in Peoria, IL

Phone: 781-740-0077  E-mail: joe@mswfp.com

Moira Moynihan-Manoog CFP®
Firm Principal

Over 17 years experience

Specializes in retirement planning for individuals and businesses. 
Prior to becoming Firm Principal of MSW – Principal of Moynihan Advisors.

Registered Representative with Kestra Investments Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.

Graduate of Boston College B.A. in Art History

Phone: 508-756-5108 x 235  E-mail: mmm@mswfp.com

James Moynihan CLU®
Firm Principal

Over 45 years experience

Specializes in estate and retirement planning.

Prior to becoming Firm Principal of MSW – Founder and Principal of the Moynihan Companies.  Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.

Chartered Life Underwriter -  CLU
Association for Advanced Life Underwriting - AALU

Boston College, MBA
College of the Holy Cross, BA

Phone: 508-756-5108 x 233  E-mail: jim@mswfp.com

 DENVER  

Jamie Stone, CASL, CLU®
Firm Principal
Over 12 years experience

Specializes in insurance as part of a comprehensive financial strategy, executive business strategy or benefit plan.

Prior to becoming Firm Principal of MSW – Partner of Stone Financial Group – Denver Office.
Northwestern Mutual and Wealth Strategies Group, LLC, an affiliate of the Guardian Life Insurance Company of America.   Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.

Graduate of the University of Denver, BSBA degree in Business Economics with an emphasis on international financial markets

Phone: 303-955-9740  E-mail: jamie@mswfp.com

 

 

Firm Associates

 

Jeffrey R. Clarke, CLU®
Over 30 years experience

Specializes in employee benefits and retirement planning. 
 

Prior to joining MSW Financial Partners – Professional Associate of Moynihan Advisors.  Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.

Served Three years active duty – U.S. Army Corps of Engineers

Graduate of University of Bridgeport B.S.

Phone: 508-756-5108 x236  Email: jeff@mswfp.com

   

Charles Manoog

4 years experience

Specializes in strategies for wealth creation and transfer involving life insurance and annuity contracts.  Helps clients find economic solutions to sensitive issues requiring both knowledge and discretion.


Prior to joining MSW Financial Partners –
Professional Associate of Moynihan Advisors. Owner/executive of Charles Manoog, Inc. plumbing supply, sold in 2004.  Registered Representative with Kestra Invesment Services, LLC.

Served as Past President Harvard Club of Worcester

Graduate of Harvard University B.A.

Phone: 508-756-5108 x243 Email: charlie@mswfp.com

 

 

 

Firm Administrators  
   

Christine Evitts

Administrator-Hingham

Phone: 781-741-9979                Email: christine@mswfp.com

Elisa Connolly

Administrator-Hingham

Phone: 781-741-9949                Email: elisa@mswfp.com

 

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Check the background of this financial professional on FINRA's BrokerCheck