Our People Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS® Principal and Founder - Concierge Wealth Management 617-600-4676 617-224-0870 firstname.lastname@example.org Julian first started working in financial services during an internship with Smith Barney during the summer of 2000. That summer internship stoked Julian’s passion for financial services and prompted his further study of... Read more Badger and Booker Co-Chief Happiness Officers Woof! I'm Badger. JB named me after his Alma Mater, The University of Wisconsin Badgers. My role at Concierge Wealth Management™️ is to bring a smile to your face. You will often see me in Zoom... Read more David J. Kaufman, CFP®, ChFC® CEO and Founder - Flagship Harbor Advisors David serves as the CEO & Founder of Flagship Harbor Advisors, a Registered Investment Advisor and separate entity from LPL Financial.Concierge Wealth Management leverages David's knowledge of over 3 decades as a leader and compliance... Read more Jay Sawyer III, CFP® EVP and Chief Compliance Officer - Flagship Harbor Advisors Jay serves as the EVP & Chief Compliance Officer of Flagship Harbor Advisors, a Registered Investment Advisor and separate entity from LPL Financial. Read more Erik L. Jefferson, CFA, CAIA, CWS Chief Investment Officer - Flagship Harbor Advisors In his role, Erik oversees the design and implementation of the firm's CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.Erik... Read more Ask an Advisor. Name Email Address Phone Question Thank you! Oops!