The Stafford Team
Meet the team behind Stafford Wealth—your team of passionate financial professionals driven to help you reach your goals. We blend expertise with a personal touch, creating tailored strategies and lasting relationships.
Together, we’re here to guide you toward a future of financial confidence and success.
Your Trusted Financial Partners
Meet Our Team
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Doug Perry, CWS®
Chief Wealth Advisor
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Caroline Perry, QPFC
Vice President of Operations,
Wealth Advisor -
Megan Waters
Client Services Director
Our Planning Specialists
We have access to the following resources and personnel through our partnership with Commonwealth Financial Group.
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Dan Murphy
Head of Wealth Strategy
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Andrew Gordon
Advanced Planning Strategist
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Chelsea Brochu
Estate Planning Strategist
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Todd Seresky
Investment Planning Strategist
Learn How We Can Help
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.