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 Delivers financial services to businesses and individuals. Prior to becoming a Firm Principal of MSW – Founder and Partner of Stone Financial Group, Boston Office. 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 |
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Moira Moynihan-Manoog CFP® Specializes in retirement planning for individuals and businesses. 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 |
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James Moynihan CLU® 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 Boston College, MBA Phone: 508-756-5108 x 233 E-mail: jim@mswfp.com |
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| Steamboat Springs | |
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Jamie Stone, CASL, CLU®, CHfC Specializes in insurance as part of a comprehensive financial strategy, executive business strategy or benefit plan. Focusing on working with Business Owners of all Kinds. Prior to becoming Firm Principal of MSW – Partner of Stone Financial Group – Denver Office. 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 |
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Jeffrey R. Clarke, CLU® 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 |
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Charles Manoog 9 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.
Served as Past President Harvard Club of Worcester Graduate of Harvard University B.A. Phone: 508-756-5108 x243 Email: charlie@mswfp.com
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| 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 |
