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About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Meet Our Team
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Peter A. DelGreco
Financial AdvisorSenior Vice President - Investment Officer
• Is a Senior Vice President - Investment Officer in the DelGreco Santini Wealth Management Group of Wells Fargo Advisors.
• Is licensed in Annuities and Life Insurance.
• Over 30 years experience in financial services.
• Holds a B.S. degree from Babson College.
• Formerly a Principal/Owner & Senior Portfolio Manager at Freedom Capital Management. Directed a team that managed stock portfolios for the firm's institutional clients.
• Lives in Lexington, Massachusetts, with his wife, Susan, and has three adult children. Enjoys spending time with family, golfing, trying new restaurants and watching the local sports teams.
• Is licensed in Annuities and Life Insurance.
• Over 30 years experience in financial services.
• Holds a B.S. degree from Babson College.
• Formerly a Principal/Owner & Senior Portfolio Manager at Freedom Capital Management. Directed a team that managed stock portfolios for the firm's institutional clients.
• Lives in Lexington, Massachusetts, with his wife, Susan, and has three adult children. Enjoys spending time with family, golfing, trying new restaurants and watching the local sports teams.
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Juan Santini
Financial Advisor- Is a Financial Advisor in the DelGreco Santini Wealth Management Group of Wells Fargo Advisors
- Past experience as an Account Executive in the Private Client Group at Fisher Investments in Portland, Oregon, and as a Client Service Associate at Income Research & Management (an institutional fixed income firm) in Boston, Massachusetts
- Holds a B.A. degree in History from Boston College
- Originally from Miami, Florida
- Lives in Boston, MA, and enjoys spending time cooking, reading, and rooting for the Miami Dolphins, Miami Heat, and Barcelona soccer team
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Jean M. Roberts
Senior Registered Client Associate• Is a Senior Registered Client Associate and Assistant Vice President in the DelGreco Santini Wealth Management Group of Wells Fargo Advisors
• Over 16 years' experience in financial services
• Past experience in human resources, accounting and client service
• Holds a B.S. degree from Northeastern University
• Lives in Chelmsford, Massachusetts with her husband Mark and has two adult children, Liane & Michael, and two granddaughters. Enjoys camping, reading, crossword puzzles, spending time with family, and the Red Sox!
• Over 16 years' experience in financial services
• Past experience in human resources, accounting and client service
• Holds a B.S. degree from Northeastern University
• Lives in Chelmsford, Massachusetts with her husband Mark and has two adult children, Liane & Michael, and two granddaughters. Enjoys camping, reading, crossword puzzles, spending time with family, and the Red Sox!
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.