Newburyport, Massachusetts Office
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Cameron is a Vice President, Advisor who works with individuals and families to develop comprehensive financial strategies tailored to their goals. He helps clients navigate important decisions by coordinating investment management, retirement planning, tax planning, and estate planning within a broader wealth management strategy.
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His experience includes advising clients across a wide range of financial circumstances. Before joining EP Wealth, Cameron worked in advisory roles at both a boutique RIA and a national financial services firm. He earned a B.S. in Finance and Accounting, graduating cum laude from Roger Williams University, and is a CERTIFIED FINANCIAL PLANNER™ professional.
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Cameron believes effective planning should help clients approach important financial decisions with greater clarity and confidence. He focuses on understanding each client’s goals, then bringing together the appropriate planning strategies in a coordinated way. His approach emphasizes thoughtful guidance, clear communication, and long-term partnership.
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Cameron lives in Rowley, Massachusetts, with his wife, Rachael, and their son, Logan. Outside of work, he enjoys spending time with family, walking on the beach, skiing, and playing golf.
Connect with Cameron
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EP Wealth Vice President, Advisor,...
EP Wealth Vice President, Advisor,...
EP Wealth Vice President, Advisor,...
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