About Our Company

About

Lead Advisor, LLC is a wealth management collective that specializes in building firms, practices and careers.

Lead by two Certified Financial Planners with 15+ years of experience in the wealth management industry, we provide creative perspective, time leverage and industry insights for growth focused businesses and professionals.   With a niche in talent acquisition and development, we partner with firms and practices to help solve for service, scalability and succession planning.  We also empower professionals in the field through career strategy coaching, leadership development and study groups. 

WHAT WE VALUE AND HOW WE MAKE DECISIONS
CONNECTIVITY | creativity | capacity

Our Team

Eddy Ricci, CFP ®

Founding Partner
BIO

Michael Connaughton, CFP ®

Founding Partner
BIO

Patrick Seholm

Talent Consultant
BIO

Chris Lydon

Talent Consultant
BIO

Caitlin Srinivasan

Talent Acquisition Consultant
BIO

Kyla Azzato

Marketing/Recruiting Coordinator
BIO

Internship Opportunties

Inquire about our internship opportunities!