New England Wealth Advisors Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

Founded by Donald M. Roy in 1987, NEWA provides comprehensive financial planning, implementation, and wealth management services to individuals and organizations.

We'll help you describe your destination in achievable terms and establish milestones for measuring progress; chart a course that is likely to get you there on time, in a manner that’s aligned with your values, risk tolerance, and context; and stay the course under most conditions but make principled adjustments as necessary.

We’ve also unlocked the reasons this is easier said than done. So if you’d like a guide with 30 years’ experience to help you navigate, we encourage you to schedule a complimentary Discovery Session.

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DONALD M. ROY, CFP®
Founder & Financial Advisor, New England Wealth Advisors

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC.  New England Wealth Advisors and Boston Harbor Wealth Advisors, LLC are not registered broker/dealers and are independent of Raymond James Financial Services.

*Raymond James does not offer tax or legal advice or services. You should discuss any tax or legal matters with the appropriate professional.

Find New England Wealth Advisors employees' phone numbers or email addresses

New England Wealth Advisors Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Europe
1

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  • Spain
    1

New England Wealth Advisors's Leadership

  • Stylized image of a person
    C. W.
    Senior Investment Services Representative & Insurance Specialist
    Phone icon
  • Stylized image of a person
    J. K.
    Investment Services Representative
    Phone icon
  • Stylized image of a person
    M. W.
    Client Concierge And Administrative Assistant
    Phone icon

Contact profiles from New England Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Senior Investment Services Representative & Insurance Specialist
    Phone icon
    United StatesNew Hampshire
    Oct 19, 2025
  • Stylized image of a person
    J. K.
    Investment Services Representative
    Phone icon
    United StatesNew Hampshire
    Oct 16, 2024
  • Stylized image of a person
    M. W.
    Client Concierge And Administrative Assistant
    Phone icon
    United StatesMassachusetts
    Aug 04, 2024

Frequently Asked Questions

What is New England Wealth Advisors known for?

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New England Wealth Advisors was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore New England Wealth Advisors's company overview page for more information.

What is New England Wealth Advisors's most common email format?

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New England Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more New England Wealth Advisors email formats with LeadIQ.

How many employees does New England Wealth Advisors have currently?

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New England Wealth Advisors has approximately 5 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are New England Wealth Advisors's key employees and leadership?

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As of December 2025, New England Wealth Advisors's key employees include:

  • Senior Investment Services Representative & Insurance Specialist: C. W.
  • Investment Services Representative: J. K.
  • Client Concierge And Administrative Assistant: M. W.

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