About Westfield Investment Services
Westfield Investment Services offers a personalized and proactive approach to financial planning.Learn more
Choosing the Right Financial Partner
When it comes to developing your financial plan, we have the expertise to turn your goals into reality.Learn more
Vice President, Sales Manager, and Investment Advisor Representative, LPL Financial
Dennis holds a B.S. from Bloomsberg University of Pennsylvania and has over 20 years of financial services experience. Read more >
Officer, Westfield Investment Services and Investment Advisor Representative, LPL Financial
David has over 25 years of experience in the financial services industry and has worked for some of the country’s largest firms. Read more >
Assistant Vice President, Westfield Investment Services and Investment Advisor Representative, LPL Financial
Kevin has over 29 years of experience in the financial services industry. He is a graduate of Westfield State University and resides in Blandford. Read more >
Carlos De Leon
Officer, Westfield Investment Services
and Investment Advisor Representative, LPL Financial
Carlos graduated from Elms College and is fluent in Spanish. He believes financial fitness can’t be achieved with a January resolution that’s abandoned in February. Read more >
Sales Assistant, LPL Financial
Josh holds a degree in Mathematics and Economics with a concentration in Actuarial Science from Westfield State University. He joined WIS in 2014. Read more >
Sales Assistant, LPL Financial
Greg graduated in 2016 with his Bachelors Degree in Accounting from the Isenberg School of Management at UMass Amherst. Read more >
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westfield Bank and Westfield Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westfield Investment Services, and may also be employees of Westfield Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westfield Bank or Westfield Investment Services. Securities and insurance offered through LPL or its affiliates are:
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