Worcester Advisors is a locally owned and managed investment advisory firm that services clients living in Massachusetts, Florida and in many parts of the United States. Worcester Advisors differentiates itself as an independent firm that gives its clients complete 1-on-1 attention that is rarely provided by large advisory firms.
After over a decade working in the banking and trust industry, David Frazier, CTFA, with Assistant Vice President, Janet Bousquet, developed an investment firm that has been meeting the needs of the community since 1994. Joseph Bourque joined the firm in 2012, as an investment specialist, bringing more than a decade of experience in the finance industry. Krista Piazza, Vice President, was brought on board in 2017 to round out Worcester Advisors’ succession plan, augment our growth initiative, and preserve the fundamentals of our investment approach.
Most Worcester Advisors’ clients have a central Massachusetts connection; having lived here or having inherited from family here or having been referred by an existing local client. While we welcome clients from across the country, we are committed to continuing our presence in Worcester.
In 2017, the firm began a partnership with Clark University, as a host site for highly capable student interns. Pictured with us below is Rayme Quiban, our first intern.
Worcester Advisors has arrangements that are material to its advisory business or clients with the following:
- Wright Investors’ Service – securities research, portfolio allocation strategies, economic analysis, select subordinated portfolio management
- Fidelity Investments – custody and record keeping, securities research, portfolio allocation strategies, economic analysis
- Rollstone Bank and Morgan Stanley Smith Barney – custody and record keeping
No material conflicts of interest are created in these relationships. Worcester Advisors does not have any arrangements whereby it receives cash or economic benefit from a non-client in connection with giving advice to clients.