S. Brent Balloch, CFP®, ChFC®

S. Brent Balloch, CFP®, ChFC®

Senior Vice President

Phone: 978-689-6949
Fax: 978-689-0952
E-mail:
 

Brent assists families, individuals, and business owners in achieving their unique financial goals.  It is Brent’s standard to provide unparalleled commitment, service and enthusiasm towards identifying, creating and achieving his client’s personal and financial aspirations in the areas of accumulation, protection and distribution of wealth.  Put simply, Brent helps his clients address the basic and critical financial questions: Where am I financially? Where do I want to be? What is the most effective way to get there?

As a top advisor at Boston Partners Financial Group, LLC, Brent has access to a sophisticated variety of resources.  Brent is able to capitalize on the relationships Boston Partners has within the John Hancock Financial Network, but values the opportunity to utilize a diverse range of companies to best suit each of his individual client’s unique goals.

From the beginning of his career in 2003, Brent has been acknowledged for his outstanding performance as a financial advisor.  In 2004 he was named the “New Associate of the Year,” putting him at the top of his advisory class.  He has also qualified for ACE Conferences, “Achieving Client Excellence” (ACE) since 2007. ACE is a qualification unique to the John Hancock Financial Network (JHFN) which puts Brent in an exclusive group of top ranking financial professionals. Of the thousands of financial professionals in JHFN, only the top 250 are selected to attend this annual conference.  As a leader among his co-workers, Brent was also elected to sit on the Boston Partners Advisory Board in 2013.  He has also been named as a recipient of the Five Star Wealth Manager Award as seen in Boston Magazine since 2014.

Brent earned his B.S. in Business at Bryant University where he played both football and rugby.  He graduated Magna Cum Laude and was invited to be a member of the Beta Gamma Sigma Business Fraternity.  Brent obtained the prestigious Certified Financial Planner™ designation (CFP®) after completing his course work at Merrimack College in 2007, and most recently earned his ChFC® designation.

Brent is from Glastonbury, Connecticut and currently resides in Derry, New Hampshire with his wife Tricia and their three children.  When he is not assisting his clients, Brent enjoys exercising, hiking, skiing and cheering on Boston sports teams, but spends most of his free time with his family.

Brent invites you to take the first step:
Learn how you can answer the question “Where am I?”
with the Wealth Station.

The Five Star Wealth Manager Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or magazine. 

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. member FINRA, SIPC, a Registered Investment Advisor, 138 River Road, Suite 310, Andover, MA 01810 (978) 689-9303.  Boston Partners Financial Group, LLC is independent of Signator Investors, Inc. 103-20161005-322016