Our Team

 

Our Firm Principals are the contributing business owners and founders of MSW Financial Partners. 
The driving force in our joining together is the depth of expertise the combined firm offers our clients.

 

 

BOSTON

Joseph Stone, CLU®, ChFC
Firm Principal

Over 41 years experience

Delivers financial services to businesses and individuals.

Prior to becoming a Firm Principal of MSW –
Founder and Partner of Stone Financial Group, Boston Office. 
Started Partners Financial-MA in 1989. Prior career as a general agent with Berkshire Life for more than 20 years and a district manager with Equitable Life for over ten years.  Registered Representative and Investment Advisor Representative with NFP Advisor Services, LLC

Serves on the executive board of Jewish National Fund New England.

Graduate of Bradley University in Peoria, IL

Phone: 781-740-0077  E-mail: joe@mswfp.com

Timothy Withers 
Firm Principal

 

Tim Withers has over 20 years in the areas of investment management and financial consulting serving Owners of closely held businesses, CEOs and Key Executives.  

He has a BA from Connecticut College and an MBA from the Wharton School at the University of Pennsylvania.  

Prior to becoming a Firm Principal of MSW, Mr. Withers was founder and President of Wellspring Financial as well as an Executive Benefits Advisor with Capital Formation Group.

Chartered Financial Consultant® (ChFC)Registered Representative and Investment Advisor Representative with NFP Advisor Services, LLC

Member Fidelity Advisor Retirement Round Table

Phone: 781-319-0098   E-mail: tim@mswfp.com

 WORCESTER  

Moira Moynihan-Manoog CFP®
Firm Principal

Over 17 years experience

Specializes in retirement planning for individuals and businesses.
 
Prior to becoming Firm Principal of MSW –
Principal of Moynihan Advisors.  Registered Representative and Investment Advisor Representative with NFP Advisor Services, LLC

Serves as
Trustee of the Worcester Art Museum; and Chair of Art Museum's Investment Committee. 
Member of the Investment Committee of the YWCA in Worcester
Named one of Worcester’s' Top 40 Under 40 Business Professionals by Worcester Business Journal in 2001.

Graduate of Boston College B.A. in Art History

Phone: 508-756-5108 x 235  E-mail: mmm@mswfp.com

James Moynihan CLU®
Firm Principal

Over 45 years experience

Specializes in estate and retirement planning.

Prior to becoming Firm Principal of MSW –
Founder and Principal of the Moynihan Companies.  Registered Representative and Investment Advisor Representative with NFP Advisor Services, LLC

Chartered Life Underwriter -  CLU
Association for Advanced Life Underwriting - AALU

Boston College, MBA
College of the Holy Cross, BA

Phone: 508-756-5108 x 233  E-mail: jim@mswfp.com

 DENVER  

Jamie Stone, CASL, CLU®
Firm Principal
Over 12 years experience

Specializes in insurance as part of a comprehensive financial strategy, executive business strategy or benefit plan.

Prior to becoming Firm Principal of MSW –
Partner of Stone Financial Group – Denver Office.
Northwestern Mutual and Wealth Strategies Group, LLC, an affiliate of the Guardian Life Insurance Company of America.  Registered Representative and Investment Advisor Representative with NFP Advisor Services, LLC

Graduate of the University of Denver, BSBA degree in Business Economics with an emphasis on international financial markets

Phone: 303-955-9740  E-mail: jamie@mswfp.com

 

 

Firm Associates

 

Jeffrey R. Clarke, CLU®
Over 30 years experience

Specializes in employee benefits and retirement planning. 
 

Prior to joining MSW Financial Partners –
Professional Associate of Moynihan Advisors.  Registered Representative and Investment Advisor Representative of NFP Advisor Services, LLC

Served Three years active duty – U.S. Army Corps of Engineers

Graduate of University of Bridgeport B.S.

Phone: 508-756-5108 x236  Email: jeff@mswfp.com

   

Charles Manoog

4 years experience

Specializes in strategies for wealth creation and transfer involving life insurance and annuity contracts.  Helps clients find economic solutions to sensitive issues requiring both knowledge and discretion.


Prior to joining MSW Financial Partners –
Professional Associate of Moynihan Advisors. Owner/executive of Charles Manoog, Inc. plumbing supply, sold in 2004.  Registered Representative of NFP Advisor Services, LLC

Served as Past President Harvard Club of Worcester

Graduate of Harvard University B.A.

Phone: 508-756-5108 x243 Email: charlie@mswfp.com

 

   

Leon Ettin, LUTCF
10 years experience
 
Specializes in personal and business insurance services for business owners, professionals and executives.
 
Prior to joining MSW Financial Partners –
Professional Associate of Stone Financial Group, Boston Office.  Registered Representative and Investment Advisor Representative of NFP Advisor Services, LLC
 
Past President of the Rotary Club of Orange Grove, Johannesburg South Africa.
Past member of the Weymouth Rotary Club, Weymouth MA, USA.
 
 
Phone:  781-690-0801        Email: leon@mswfp.com

   

Leo Downing, Financial Advisor
9 years experience
 
Prior to joining MSW Financial Partners - Leo was a partner of Robert Fine & Associates.
 
Graduated from Wentworth Institute of Technology in 2005 B.S. in Business management with a concentration in Finance.
Treasurer of the Wentworth Institute of Technology Alumni board.
 
Board member of Larz Anderson Auto Museum.
A member of Metro chamber of commerce.
 
 
Phone:  781-223-0745        Email: leo@mswfp.com

 

 

Firm Administrators  
   

Kathleen O'Connor

Administrator-Marshfield

Phone:  781-319-0098               Email: kathleen@mswfp.com

Melinda Bertoni

Administrator-Marshfield

Phone:  781-319-0098               Email: melinda@mswfp.com

Christine Evitts

Administrator-Hingham

Phone: 781-741-9979                Email: christine@mswfp.com

Elisa Connolly

Administrator-Hingham

Phone: 781-741-9949                Email: elisa@mswfp.com

Vicky L. White

Administrator-Worcester

Phone:  508-756-5108 x242     Email: vicky@mswfp.com