David B. Twombly, ChFC, CLU, RICP®
Owner | Wealth Advisor, Twombly Wealth Management Group, Inc.
David is the founder of Twombly Wealth Management Group, LLC, an independent financial firm, and is responsible for all facets of the firm’s wealth management process. He cares about his clients’ success and believes that it is important to educate clients about their situation and all available options.
Dave earned the Chartered Financial Consultant (ChFC), the Chartered Life Underwriter (CLU), and the Retirement Income Certified Professional (RICP®) designation from the American College. He keeps all his designations current by completing Continuing Education (CE) credits on an annual basis.
Dave has over 38 years of experience in helping clients prepare and plan for their financial independence. In addition, Dave:
Grew up in Summit, NJ
Graduated from Northfield Mount Hermon
Earned a BA degree from Colorado College
Has lived in the Brattleboro, VT area since 1979
Taught Retirement courses at the Adult Program at Greenfield Community College and Smith College 1993-2001
Participates in several community programs including:
- President of the Brattleboro Outing Club (BOC), having served as the President for over 9 years
- Brattleboro Outing Club Education Fund (BOCEF) board member
- Member of BMH Planned Giving Advisory Board
- Member of the Brattleboro Rotary Club and past board member
- Past board member of Youth Services
Dave and his wife, Cindy, live in Brattleboro, VT. He enjoys golf, tennis, racquetball, cross country skiing, snowshoeing, Dixieland music, playing the tuba, and is a history buff.
Bay Financial Associates ~ 781-893-0909 ~ Email
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Twombly Wealth Management Group is a separate entity from Bay Financial Associates and LPL Financial.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.