Expertise you can count on



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

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

Stephen Sypek
Stephen Sypek
Vice President – Wealth Management
Financial Advisor
781-982-3681
stephen.sypek@ubs.com
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Robert DiNanno
Robert DiNanno
Senior Vice President – Wealth Management
Senior Portfolio Manager
781-982-3662
robert.dinanno@ubs.com

Lawrence F. DePaulis
Lawrence F. DePaulis, CFA
Senior Vice President – Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
781-982-3610
lawrence.depaulis@ubs.com

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

Daniel Robert Ambrefe
Daniel Robert Ambrefe, CFA®, CFP®
Senior Wealth Strategy Associate
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ (CFP®)
781-982-3670
daniel.ambrefe@ubs.com

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


Beacon Wealth Management Group

Beacon Wealth Management Group

1099 Hingham Street
3rd Floor
Rockland, MA 02370
781-982-3621
781-982-3699 fax
Contact Us get directions


Michael J. Murphy
Senior Vice President – Wealth Management
Financial Advisor
Senior Portfolio Manager
Russell R. Smith
First Vice President – Wealth Management
Senior Portfolio Manager
Stephen Sypek
Vice President – Wealth Management
Financial Advisor
Robert DiNanno
Senior Vice President – Wealth Management
Senior Portfolio Manager
Lawrence F. DePaulis, CFA
Senior Vice President – Wealth Management
Senior Portfolio Manager
Chartered Financial Analyst®
Sally F. Stone, CPM
Associate Director
Certified Portfolio Manager (CPM®)
Daniel Robert Ambrefe, CFA®, CFP®
Senior Wealth Strategy Associate
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Rhonda M. Cunneen
Senior Registered Client Service Associate
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