UMassFive Wealth Management, available through LPL Financial (LPL), assists members in creating comprehensive financial plans to help meet life goals and reach major milestones. Whether it is planning for retirement, saving for your child’s future, or as a part of a well-balanced savings plan, your Wealth Advisor will work with you to find solutions that fit your individual needs. This includes reviewing your current financial situation, offering a second opinion on your financial plans, and helping chart a course for successful investing. It’s never too late–or too early–to get started.
UMassFive Wealth Management
On your journey toward a better financial future, we want to be your guide.
Meet Your Wealth Advisors:
UMassFive Wealth Management has a team of three qualified Wealth Advisors you can meet with in-person or remotely.
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Aimee Marden
Serving the Hadley and UMass Amherst Branches
An alumnus of AIC and Walden University, where she obtained three degrees in Science, Aimee has years of experience in the investment and retirement industry and has worked for one of the country’s leading investment management and life insurance firms. Aimee holds the FINRA Series 7, 63, and 65 licenses, and is Life and Variable Insurance licensed in Massachusetts, Florida, and Connecticut. She is also securities licensed in CA, CT, FL, GA, IL, ME, MA, MD, NH, NJ, NY, OR, PA, TN, VA, and WA.
Dana Graham
Serving the Hadley and Northampton Branches
An alumnus of University of Vermont, where he obtained a Bachelor’s Degree in Business, Dana has Dana has more than a decade of experience in the investment and retirement industry. He holds the FINRA Series 7, and 66 licenses, and is Life, Health, Variable, Property and Casualty Insurance licensed in MA, IA, MN, and VT. Dana also holds securities licenses in CO, CT, MA, NC, NH, NJ, NY, OR, VT, and WA.
Sam Einzig
Serving the Springfield and Worcester Branches
An alumnus of Berklee College of Music in Boston, MA, where course studies in music business and taxation in the music industry kindled his love, interest, and knowledge for the financial world and helping people, Sam is licensed as a producer of life insurance and accident and health or sickness insurance in Massachusetts and holds his FINRA Series 7 and 66 securities licenses.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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. UMassFive College Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMassFive College Credit Union or UMassFive Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY | NOT CREDIT UNION GUARANTEED | NOT CREDIT UNION DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
UMassFive College Federal Credit Union (“UMassFive”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay UMassFive for these referrals. This creates an incentive for UMassFive to make these referrals, resulting in a conflict of interest. UMassFive is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.