Member Spotlight – March/April 2012
W. Warren Gerety, ChFC , Owner/Senior Wealth Advisor at Coastal States Wealth Advisors.
Warren’s specialties offer alternative investment strategies for individuals, institutions, foundations and non profit organizations.
Warren started Coastal States Wealth Advisors in August of 2010. Securities are offered through Advisory Group Equity Services, Ltd., Member FINRA/SIPC, located at 444 Washington St., Woburn, MA 01801 (781-933-6100. Advisory services are offered through Trust Advisory Group, Ltd., a Registered Investment Advisor. In his capacity at Coastal States Wealth Advisors, Warren serves as a Financial Advisor specializing in retirement planning, is a 402(k) specialist, private placement advisor, provides institutional investment management and is a college aid planning consultant.
Warren previously worked at Pentucket Bank as a Business Development Officer for almost four years. He was also an Investment Executive at Pentucket Financial Services for six years. As a Chartered Financial Consultant (ChFC), he assisted individuals and businesses with their investment objectives including retirement plans, college planning, and financial planning.
Warren also worked as a Financial Consultant at Merrill Lynch for four years. He was a Financial Consultant in their Andover, MA office and assisted individuals and businesses with their financial planning and investment needs.
Warren also worked as a Credit Analyst at Key Bank. Warren also worked as the Vice President & Chief Credit Officer at Knight Tuition Payment Plans for thirteen years. Warren also worked as Manager, Southern New Hampshire Division at Greater Haverhill Chamber of Commerce.
Warren received a degree in BS General Management at Southern New Hampshire University in Manchester, N.H.; he also completed courses for ChFC and CFP at American College, Bryn Mawr, PA; and completed business and engineering courses at Northeastern University in Boston, MA.
Warren has earned many awards, including: Haverhill Exchange Golden Deeds Award; Greater Haverhill Chamber of Commerce Community Leadership Award; and the PACE (Plaistow Area Commerce Exchange) Business Person of the Year Award in 2010.
Warren has been affiliated with many companies and agencies over the years, including: PAST President and Board Member of PACE; served as chairman for two years at the Timberlane Regional School Budget Committee; President of the Timberlane Music Association for six years; Founder and first Vice President of the Timberlane Community Bank; Member of the Haverhill Chamber of Commerce; Past President, Treasurer & Director of the Haverhill Downtown Association; Chaired the Kidsfest event for three years; Manager, So. NH Division of the Greater Haverhill Chamber of Commerce; Was Chairman of the Plaistow Economic Development Committee; Current member of the Merrimack Valley Chamber of Commerce; Past Board of Director member for the NH Heart Association & Salvation Army, Manchester, NH; Was on the Advisory Board and past member and founder Salem, NH BNI (Business Network International).
W. Warren Gerety ChFC
Owner, Senior Wealth Advisor at Coastal States Wealth Advisors
Coastal States Wealth Advisors
One Canterbury Forest
Plaistow, NH 03865