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Our People

Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC®, CFS®

Principal and Founder - Concierge Wealth Management

617-600-4676

617-224-0870

jb@conciergewm.com

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...

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...

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...

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.

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...

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