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Financial Consultants

Our Financial Consultants aim to truly understand your financial situation, including investment history, short and long term needs and special interests or concerns. On-going, periodic consultations allow for assessment of your changing needs and recommendations for adjustments as appropriate.
Your portfolio will be designed by selecting the most appropriate investments based on an analysis of your goals and situation. Upon your approval, the portfolio plan is implemented. Regular reviews of your asset mix, your needs and the changing marketplace help to maintain integrity throughout your portfolio. As time goes by, updates to your portfolio will be recommended as appropriate.
Meet Our Team
Sales Team
Main Branch Location
Robert Birney and Edward Smith
Worcester Gold Star and Shrewsbury Street
Michele Colarusso
Marlborough Operations
Judith Henry
Leominster and Westborough
Paula Parrish
Hudson and Merrimack, NH
Murad Nasir
Burlington, Waltham, Framingham, and Franklin
William Sturges
Littleton and Acton
William Ennis
Andover, Tyngsborough, and Nashua, NH
Joseph Daly
Marborough Solomon Pond and Marlborough East
Marianne Zawacki
Marlborough Headquarters

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Securities, advisory services, and insurance products are offered by LPL Financial and its affiliates, a Registered Investment Advisor, Member FINRA/SIPC. DCU and DCU Financial are not registered broker/dealers, nor are they affiliated with LPL Financial. The DCU Financial site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VA, VT, and WA.

Not NCUA Insured. Not Credit Union Guaranteed. May Lose Value.
DCU Financial
220 Donald Lynch Boulevard, Marlborough, MA 01752 • 800.328.8797, ext. 6077 • Email: financial@dcu.org
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