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The Investment Advisory Group Team
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From left to right:
Ted Ciolkosz, Paul Reardon, George McCall, Jay Richards
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Jay Richards, CFP®
Partner
Email: jayrichards@IAGadvisors.com
Jay has been advising successful businesses, individuals and their families since 1990. He is a partner and Chief Compliance Officer of Investment Advisory Group, LLC, a registered investment advisory firm.
Jay graduated from Hofstra University in May of 1987 with a Bachelor of Science degree in Finance. He is a graduate of the College of Financial Planning in Denver, Colorado in 1993. Jay began his financial planning career with American Express where he attained the position of Senior Advisor. After 8 years with American Express, he became an independent financial advisor where he and George McCall co-founded Investment Advisory Group.
Jay is a member of the National Association of Personal Financial Advisors and publishes a quarterly newsletter. He has been a contributing source of articles published in the Boston Herald, South Shore Mariner and Hanover Chamber of Commerce and has made guest appearances on WBZ-TV mid-day call-in show. He has conducted numerous financial education classes on topics including retirement planning, investments, college funding and long term care planning.
Jay holds the following designations and licenses: CERTIFIED FINANCIAL PLANNER™ Practitioner, Series 7 (General Securities Representative), Series 63 (NASAA Uniform Securities Agent State Law Examination), Series 65 (NASAA Uniform Investment Advisor Law Examination), and the Massachusetts Individual Insurance Broker’s license. |
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George A. McCall, CFP®, AAMS, CMFC
Partner
Email: georgemccall@IAGadvisors.com
George is a partner and the managing principal of Investment Advisory Group, LLC, a registered investment advisory firm.
George graduated from the University of Massachusetts with a teaching degree in business education. He attended the Masters Program/Finance at the University of Western New England and is a graduate of the College of Financial Planning in Denver, Colorado.
George was formerly a member of the Chairman’s Advisory Council, President’s Advisory Council and district manager for American Express Financial Advisors. He has experience in corporate and individual taxes through his prior work with the IRS and Massachusetts Department of Revenue.
George holds the following designations: Certified Financial Planner, Accredited Asset Management Specialist and Chartered Mutual Fund Counselor.
George was formerly the treasurer of the South Shore Women’s Center in Plymouth, Massachusetts, whose mission is to stop domestic violence against women and children. He was a former chairman of the Capital Improvement Committee in Hanover, Massachusetts, and did volunteer tax work for the Hanover Council on Aging. |
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Paul Reardon, CFP®
Associate
Email: paulreardon@IAGadvisors.com
Paul is an associate of Investment Advisory Group, LLC, a registered investment advisory firm.
Paul graduated from Providence College with a Bachelor of Science degree in Business Administration. He is a graduate of the College of Financial Planning in Denver, Colorado. Paul began his financial planning career in 1991 with American Express Financial Advisors where he attained the position of Advanced Advisor and Training Manager.
Paul holds the following designations and registrations: CERTIFIED FINANCIAL PLANNER™ Practitioner, Series 7 (General Securities Representative), Series 63 (NASAA Uniform Securities Agent State Law Examination), and the Massachusetts Individual Insurance Broker’s license.
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Ted Ciolkosz, CLTC
Registered Principal, Associate
Email: tedciolkosz@IAGadvisors.com
Ted is an associate of Investment Advisory Group, LLC, a registered investment advisory firm. He holds a CLTC (Certified in Long Term Care) professional designation, is a registered principal and received a Bachelor of Arts degree from Providence College. Ted first gained experience in the brokerage industry through an extensive career at Fidelity Investments. After Fidelity, he "through-hiked" all 2,168 miles of the Appalachian Trail before beginning work as a financial planner with Metlife Securities. Ted also specializes in Federal Government retirement programs and benefits.
Ted holds the following designations and registrations: CLTC (Certified in Long Term Care Insurance), Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 51 (Municipal Fund Securities Principal), Series 63 (NASAA Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law) and the Massachusetts Individual Insurance Broker's License.
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Gail Hickey
Senior Financial Planning Assistant
Email: gailhickey@IAGadvisors.com
Gail is responsible for many of Investment Advisory Group’s administrative functions including client support. Gail works in areas of compliance, licensing and data gathering research.
Gail spent 3 years as a planning assistant at American Express Financial Advisors. She earned her degree in business administration and has 10 years of experience in the financial services industry.
Gail was recognized as a premier performer at American Express Financial Advisors. This award recognizes people who demonstrate high values and achieve business results. |
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Cindy McClay
Senior Financial Planning Assistant
Email: cindymcclay@IAGadvisors.com
Cindy is responsible for many administrative functions including client support, account servicing, financial planning, and scheduling.
Prior to joining the Investment Advisory Group, Cindy spent 8 years as a Senior Financial Planning Assistant and office manager with American Express Financial Advisors in Norwell.
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Elizabeth Ziad
Executive Assistant
Email: elizabethziad@iagadvisors.com
Liz is responsible for administrative functions at IAG including client support, account servicing, compliance requirements, and scheduling. Prior to joining IAG, Liz worked most recently as an accountant for a local CPA firm. She also has extensive experience in income tax preparation for individuals, partnerships, and corporations.
Liz graduated from Suffolk University with a BSBA and altogether has more than 15 years of experience in insurance and financial services operations.
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©2010 Investment Advisory Group. All rights reserved. |
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