My Team

Team Meeting

        We believe that the world is a community of loving and caring individuals. That said we try to focus on family and balance within our organization. Giving to all our clients, the community, and focusing on family health for a happier life for all. The team members happiness trickles down to all our clients and making sure we put our best foot forward.

       All of the network specialists and team members step up everyday to help each other and accomplish anything and everything thats needed for our clients. As we continue to grow, it will be paramount that we conintue to add the highest quality of individuals to our workplace.   

 
Merrill Joseph Gagne

Merrill Joseph Gagne

Wealth Management Advisor
Office 413-772-0238

Merrill has spent the last 15 years building the Gagne Wealth Management Group from the ground up. Surrounding himself with extraordionary advisors and associates in order to create a culture that always puts the client first. Focusing on goal oriented financial planning, the organization has been able to build a platform that can maximize reward while limiting risk for any goal. Every portfolio the organization builds is unique to the clients goals, moral and ethical values, and risk tolerance. Going through this experience with Merrill truely allows people to feel empowered to accomplish their goals but also educated on how the financial markets function. 

 

Merrill gradutaed from the Isenberg School of Management at the University of Massachusetts in 2007. He majored in Finance and Economics with a specialization in Investments. Early on, Merrill was honored as a top producer at Northwestern Mutual including #1 in the Platinum Category for the Eastern Region. He has also recieved National Quality Awards, National Association of Insurance and Financial Advisors Quality Awards, and Top of Table. He holds an Investment Advisor designation in Massachusetts and 25 other states across the United States. He also holds a series 6, 7, 63, and 65.

 

 
Allison L Hall

Allison L Hall

Associate Financial Representative
Office 413-772-0238

Allison started with Northwestern Mutual in 2016 and became fully licensed in 2018 to earn the title of Associate Financial Representative. Her primary role within the organization is to manage the clerical and operational needs of our advisory team. On top of those duties she is also responsible for managing the staff workflow to ensure a streamlined process.

 
Dave James Donoghue

Dave James Donoghue

Associate Wealth Management Advisor
Office 413-772-0238

David has been an Associate Wealth Management Advisor with the Gagne Wealth Management Group since 2013. David’s primary responsibilities center around the implementation of the firm’s investment philosophy and process; such as daily portfolio management, risk management, income planning and macroeconomic analysis.

Prior to Gagne Wealth Management Group, David worked for five years at Greenfield Savings Bank as a commercial credit analyst. His responsibilities included analyzing the creditworthiness of prospective borrowers, stress testing the banks commercial loan portfolio, and making sure the commercial loan department stayed in compliance with FDIC guidelines and regulations.

David has earned his series 66 and series 7 securities licenses and is currently working towards a Certified Financial Planner (CFP) designation through Kaplan Financial.

David attended Babson College in Wellesley, Massachusetts where he earned a double major in entrepreneurship and economics.

 

 
Stephen E Colby

Stephen E Colby, CFA®

Associate Wealth Management Advisor
Office 413-772-0238

Stephen has been an Associate Wealth Management Advisor with the Gagne Wealth Management Group since 2016. Stephen’s primary responsibilities include the implementation of the firm’s investment philosophy and process as well as securities & asset allocation research, risk management and performance & economic analysis.

Prior to Gagne Wealth Management Group, Stephen worked for over six years at Massachusetts Mutual Life Insurance Company’s investment firm MML Investor’s Services, LLC where he was a Due Diligence Analyst focused on in depth quantitative and qualitative analysis of third-party investment managers and insurance products.

Stephen earned the Chartered Financial Analyst designation in 2016. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. There are more than 170,000 CFA charterholders worldwide in 162 markets.He also holds his FINRA Series 7 and Series 66 security licenses.

Stephen holds a Bachelor of Business Administration from the Isenberg School of Management at The University of Massachusetts, Amherst where he graduated cum laude. He also holds a Bachelor of Social and Behavioral Sciences with a concentration in Legal Studies from The University of Massachusetts, Amherst.

 

 

Merrill Joseph Gagne
Wealth Management Advisor


Gagne Wealth Management Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck