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The Hagwood Tomoda Group
45 William Street
Suite 100
Wellesley Hills, MA 02481
(800) 937-0895
Let’s Talk Investments: The election, the markets and you
What could the upcoming election mean for the markets and your portfolio?
The Hagwood Tomoda Group
45 William Street
Suite 100
Wellesley Hills, MA 02481
(800) 937.0895
(800) 937.0895
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Our objective is to prioritize the distinct needs and objectives of the families, institutions, businesses, and communities we serve. We provide our professional experience and knowledge from years of creating customized strategies to assist clients in attaining financial stability, accumulating wealth, and fulfilling their aspirations.
Our objective is to prioritize the distinct needs and objectives of the families, institutions, businesses, and communities we serve. We provide our professional experience and knowledge from years of creating customized strategies to assist clients in attaining financial stability, accumulating wealth, and fulfilling their aspirations.
The Hagwood Tomoda Group
Welcome
Founded in 2001, The Hagwood Tomoda Group has distinguished itself by providing customized advice and guidance to a select group of affluent families, corporate executives, business owners, institutions, endowments & foundations, retirement plan sponsor, and religious organizations.
Since our beginning we have dedicated our professionalism and knowledge to make a meaningful impact for the clients we serve by creating potential solutions that serve the best interest of clients. Our narrative revolves around collaboration, unwavering commitment, and seamlessly connecting the dots for families, executives, institutions, and employers alike.
Our core values guide our decision-making, our actions with our clients, and the way we support each other on our team. We invite you to reach out to any of us to learn more about how we can help you realize your goals and aspirations.
Recognition
Aaron Hagwood
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Hagwood Tomoda Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Why Us
For decades, we have helped busy professionals, senior executives, retirees, institutions and businesses, and nonprofits navigate the ever-evolving landscape of the markets, economy, and regulations. With our years of experience and achievement of industry designations and certifications we have the knowledge and resources to help you find a successful path towards your goals and aspirations.
We have successfully helped:
- Executives and employees of publicly traded companies navigate the complexities of stock awards and bonuses.
- Families and individuals make a graceful transition into a successful retirement.
- Create a future for heirs and a legacy for multiple generations.
- Start-ups to billion-dollar companies provide a competitive and robust benefits package to attract and retain employees.
- Non-profits and endowments manage their investments to help the people and communities they directly impact.
- Entrepreneurs and business owners navigate the potential IPO or sale of their business.
Whatever your situation entails you can expect honest and transparent financial advice that is in your best interest. Our core values and principals guide our decision-making, our actions with you, and the way we support each other within our team.
Meet Our Team
Aaron Hagwood,
CIMA®, CKP®, CPFA™
Senior Vice President, Wealth Management Advisor
781.431.4081
781.431.4081
Christine Droney,
ChFC®, CFP®, CPWA®, CRPC™
First Vice President, Wealth Management Advisor
781.431.4082
781.431.4082
Andres Castano,
CIMA®, CPFA™, CRPS™
First Vice President, Wealth Management Advisor
781.431.4035
781.431.4035
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Rick Lavoye
Wealth Management Banking Specialist
Merrill
Keelan F King
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #482822
Vic Diune
Wealth Strategist
Expand to see all specialists
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.