“We’re Growing!” says Mike Tucci, CEO.
Lexington Wealth Management is pleased to announce the addition of two new passionate professionals to our growing family: Dionisia (“Denise”) Stefanopoulos and George Bouton.
Denise is our newest Administrative Specialist, and will provide office support across all areas of the firm, including Operations, Accounting, Compliance, and Marketing. She most recently held a Sales Managerial role in a retail setting, but has over fifteen years of experience in various banking and lending positions, including stints at State Street Corporation, Boston Private Bank & Trust, and Eastern Bank. Denise earned a Bachelor of Science in Early Childhood Education from Salem State College. Kristine, President and Co-Founder, says, “Denise brings with her depth and strength to support our core administrative team.”
George joins our Advisor Support team and will work directly with the firm’s Wealth Advisors and clients. He’s a graduate of Bentley University, with a Master of Business Administration degree, and previously earned his Bachelor of Science in Finance at Bentley. Last summer, he interned at audit, tax, and consulting services firm, RSM, and spent the prior four years working for Brown Brothers Harriman. He also completed internships at Digitas and Weeden & Co. George played varsity lacrosse at Bentley and was a member of the golf club. Our Wealth Advisors are thrilled to be able to bring additional services, like comprehensive financial planning, to their clients with the added support from George.
Mike and Kristine say, “We are thrilled to be adding two strong members to our team and are confident they will both bring great value. Both of these additions support our mission to Connect the Head and the Heart of Wealth Management. We’re excited to have Denise and George join our team and look forward to introducing them to you.”