My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.


Alan A Zwicker, MBA

Associate Wealth Management Advisor
Office 617-742-6200

As a member of my team since 2011, Alan can assist you in all aspects of the insurance and investment process from policy owner services to underwriting requests.  He is insurance licensed in Massachusetts and carries his Series 7 and 66 licenses. Alan grew up in Braintree, attended Tabor Academy, and moved to Atlanta for 4 years to study politics at Oglethorpe University.  After graduation he returned to the Boston area and now resides in Quincy.  In May of 2016 he recieved his MBA from Northeastern University.


Gerald J Donovan, CLU®, CLTC®

Wealth Management Advisor


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