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John A. Gordon profile image

John A. Gordon

Principal &amp; Independent Financial Adv... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Summit Star Financial</span>
Intro Book
Seasoned financial advisor delivering comprehensive retirement planning and financial advisory services.
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Location
Worcester County, Massachusetts, Unit...
Skills
  • Retirement Planning
  • Finance
  • Insurance
  • Risk Management
  • Estate Planning
  • Show all
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Bio

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John A. Gordon is a seasoned financial professional with expertise in retirement planning, finance, insurance, and risk management. With over 20 years of experience, he has worked with various companies, including Summit Star Financial, MassMutual Financial Group, and Morgan Stanley, providing comprehensive financial advisory services to clients. Gordon holds an MBA from Bentley College and a BS in Clinical Laboratory Science from Northeastern University.

Experience

  • Summit Star Financial
    • 55 West Street, #201, Walpole, MA
    • Principal & Independent Financial Advisor
      • Sep 2016 - Present
      • 55 West Street, #201, Walpole, MA

      For those of us with a passion for investing, risk management, client service and professional excellence, independence means we are able to realize a commitment to our profession, this community and helping work towards the financial success of our clients.These advantages are passed on to our c...

  • MassMutual Financial Group
    • Norwood, Massachusetts
    • Senior Associate & Financial Advisor
      • Sep 2012 - Sep 2016
      • Norwood, Massachusetts
  • John Hancock Financial Network
    • Westborough, Massachusetts
    • Senior Associate & Financial Advisor
      • Aug 2009 - Sep 2012
      • Westborough, Massachusetts
  • TD Bank Financial Group
    • Financial Advisor
      • Jan 2008 - Jul 2009
  • Morgan Stanley
    • Financial Advisor
      • Jan 2007 - Nov 2007
  • Chariot Funding
    • Marketing Strategist
      • Oct 2003 - Oct 2006
  • Venture Development Corporation
    • Program Manager, Electronic Components & Advanced Materials Practice
      • Apr 1997 - Oct 2003
  • various locations
    • Graduate Internships
      • Sep 1993 - Jan 1996

      -Ropes & Gray LLP, Boston, MA-Children’s Hospital Out-Patient Services, Boston, MA-Sir Speedy Printing, Orleans, MA

  • Lahey Clinic
    • Medical Technologist
      • Sep 1990 - Apr 1993
  • various locations
    • Medical research positions
      • Sep 1986 - Jun 1990

      -Karolinska Institute, Stockholm, Sweden-Veterans Administration Medical Center, Boston, MA-New England Medical Center, Boston, MA

Education

  • 1993 - 1996
    Bentley College - Elkin B. McCallum Graduate School of Business
  • 1986 - 1990
    Northeastern University
  • 1980 - 1982
    Cape Cod Community College

Suggested Services

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Industry Focus. “Financial Services”

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