Experience Makes all the difference

At the Beacon Wealth Management Group, we strive to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.

Michael J. Murphy

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
781-982-3661
michael.j.murphy@ubs.com

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With more than 25 years of investment advisory experience, Mike focuses on working effectively with his colleagues and clients' external advisors to provide comprehensive financial strategies tailored to each client's investment objectives. Employing a planning-based approach, he strives to earn his clients' trust by offering sound, unbiased advice, and helping clients achieve their financial and personal goals.

Mike holds Series 7 and 63 securities licenses, as well as life and health insurance licenses for all states in which he conducts business. He is a graduate of Boston College, with a B.A. in economics.

As a Boston College High School Alumnus, Mike remains actively involved in the BC High community as a Trustee Associate serving on the Global Education and Student Life committees. He is also an active volunteer with Interfaith Social Services, an organization dedicated to improving life for South Shore families and individuals in need. Mike lives in Braintree, MA with his wife and three children. He enjoys golfing, travel and coaching youth sports.


Registered States:
AR, CA, CO, CT, FL, GA, HI, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA


Russell R. Smith

First Vice President - Wealth Management
Senior Portfolio Manager
781-982-3645
russell.r.smith@ubs.com

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Russ brings more than 30 years of experience in the investment business to the group. Before joining UBS, he was a First Vice President-Investments at Wells Fargo Advisors. Prior to this, he was the CFO of a large, private company, where he analyzed and advised on various corporate investments and managed a diversified portfolio of stocks, bonds, joint ventures and real estate. In addition, he established, owned and operated a firm dealing in rare coins, stamps, currency and other collectibles.

Russ holds Series 3, 7, 9, 10, 15, 63 and 65 securities licenses, as well as life and health insurance licenses for all states in which he conducts business. He earned a master's degree in accounting and a master's degree in finance, both from Bentley College Graduate School, as well as a B.A. in economics from the University of Massachusetts, Boston.

Russ lives with his wife in Cohasset and has four children and six grandchildren. An avid golfer and world currency collector, he and his wife enjoy spending time with their family and traveling.

"I take pride in providing my clients with relevant, insightful advice. With our team's depth of independent thinking and willingness to question the current market 'wisdom', we know the critical questions to ask and listen closely to what you say." – Russell R. Smith


Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, VA, VT, WA


Stephen Sypek

Vice President - Wealth Management
Financial Advisor
781-982-3681
stephen.sypek@ubs.com
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Today, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. I want to learn all I can about you so we can address your most important priorities with a comprehensive plan that puts your goals within reach. I'll also regularly review your strategy, always mindful of adjustments that might be needed over time. My aim is to be your hands-on partner, committed to a relationship that’s relevant to your life and focused on your financial success.

About Steve: Steve emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He also helps them with education funding, structures for charitable giving, and estate planning. Steve is FINRA-registered and holds Series 7, 63, and 65 securities licenses. He is also licensed for life, accident, and health insurance. He received his Bachelor of Science degree in Finance from Providence College in 1984.

Steve is an active volunteer with the Providence College Alumni Association, the Francis Ouimet Caddie Scholarship Program, My Brother's Keeper, and the Hingham Food Pantry. He has run the Boston Marathon nine times, raising funds for the Dana Farber Cancer Foundation and the McCourt Foundation. Steve lives with his wife, Christine, and their four children on the South Shore.


Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, IL, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, VA, VT, WA


Lawrence F. DePaulis, CFA

Senior Vice President - Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
781-982-3610
lawrence.depaulis@ubs.com

Larry manages the Equity Income Portfolio for the team. Focusing solely on portfolio management, Larry takes a rigorous analytical approach to his practice, maintaining a thorough knowledge of all portfolio holdings. Prior to joining UBS, he was a portfolio manager at Athena Capital Advisors, a multi-family office serving ultra-high net worth clients. Larry holds Series 7 and 63 securities licenses. He graduated summa cum laude from Boston University and earned his M.B.A. from the Yale School of Management.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY


Sally F. Stone, CPM

Associate Director
Certified Portfolio Manager (CPM®)
781-982-3615
sally.stone@ubs.com

Sally assists in managing the Equity Income Portfolio, and has a long and established track record of managing money during different market cycles. She bases her approach on the principle that "knowledge is key", which drives her unwavering commitment to research and analysis. She draws upon a range of independent views and has no hesitation in incorporating the perspectives of the best analytical minds she can find into her management strategies. Sally received a B.A. from the University of Illinois in Springfield, IL.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY


Daniel Robert Ambrefe, CFA®, CFP®

Portfolio Manager
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ (CFP®)
781-982-3670
daniel.ambrefe@ubs.com

Dan is an Analyst and Portfolio Manager working on the Equity Income Strategy. Prior to joining UBS in 2013, Dan was a Portfolio Manager at Athena Capital Advisors, where he served clients with at least $100 million in investment assets. He earned his M.S. in Investment Management from Boston University, graduating magna cum laude. Dan also earned his B.S. in Accounting and Finance from Eastern Nazarene College. Dan holds Series 7 and 63 securities licenses.  He is a CFA charterholder and a member of the Boston Security Analysts Society.


Registered States:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY


Rhonda M. Cunneen

Senior Registered Client Service Associate
781-982-3621
rhonda.cunneen@ubs.com

Rhonda's focus is primarily on customer interface. She takes great pride in her knowledge of the financial services industry and UBS operating procedures. With her administrative oversight of the group, she can be counted to effectively handle all customer requests, including retail and option trades. Rhonda started in the financial services industry at Smith Barney in 1983, and has held positions at Morgan Stanley and Wells Fargo before joining UBS in 2007. She holds Series 7, 63 and 65 securities licenses, is Notary Public, and a certified medical transcriptionist (CMT).


Registered States:
AR, CT, FL, IL, MA, NH, NY, PA


Meghan Catherine Mcdonough

Client Service Associate
781-982-3646
meghan.mcdonough@ubs.com