Meet the Team - Hartstone Business and Financial Services

Whether you are interested in asset management, retirement planning, cash flow optimization, insurance solutions, preservation of wealth, or a combination of various services, the choice to work with a financial advisor that you trust is an impactful decision that will serve you throughout your life. Our advisors deliver reliable, personalized solutions that keep you on track for a meaningful, purpose-driven financial present and future.

Alan Hartstone

Wealth Advisor

978-302-0768

alanhartstone@hbfsco.com

As the founder of Hartstone Business and Financial Services (HBFSco), Alan Hartstone provides investment advisory and wealth management services for individuals, families, and businesses to meet their financial goals. He has been in the financial services industry for over 25 years, and established HBFSco in 1996.

Alan is an Investment Advisor Representative, Registered Representative, and Financial Advisor with Cetera Wealth Services, LLC. He holds the FINRA Series 7, 63, 65 registrations, and Life, Accident & Health Insurance licenses. In addition, he has the credentials of a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and began his career at Ernst & Young (EY).

Alan completed his undergraduate education at Amherst College (BA), then earned a Master of Science in Accounting (MS) and Master of Business Administration (MBA) at Northeastern University.

Whitney Parry

Financial Services Associate

978-302-9692

whitneyparry@hbfsco.com

Whitney Parry is a Financial Services Associate and Investment Services Operations Manager at Hartstone Business and Financial Services (HBFSco). She holds the FINRA Series 7, 66, and SIE registrations.

Whitney completed her undergraduate education at Columbia University (BA).