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[title size=”2″]Discover the Difference[/title]
North Shore Advisory Group, Inc. is a one-stop financial consulting group which has set us apart from other traditional CPA firms. We believe in year-round tax planning where we help our clients keep more of the revenue that they generate. We provide our clients with comprehensive and sound investment advice through our broker dealer Investors Capital Corporation. We work with some of the world’s top money managers, insurance companies, and institutional grade real estate. Our complete planning process also involves proper estate planning working with some of the best attorneys in the area. At the North Shore Advisory Group, Inc., we look at the ENTIRE financial picture which includes tax planning, brokerage services, life and long-term care insurance, individual bonds, private real estate investment trusts, and estate planning. Making the right choice today can help you stay on the right path for the future.
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[title size=”2″]Meet Our Team[/title]
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[person name=”Ted Waldron” picture=”https://secureservercdn.net/166.62.109.86/55a.291.myftpupload.com/wp-content/uploads/2014/08/profile-2012-275×355.jpg” title=”President” social_icon_boxed=”yes” social_icon_boxed_radius=”4px” social_icon_colors=”” social_icon_boxed_colors=”” social_icon_tooltip=”” facebook=”” twitter=”” linkedin=”https://www.linkedin.com/profile/view?id=2789137&authType=NAME_SEARCH&authToken=bUg-&locale=en_US&trk=tyah2&trkInfo=tarId%3A1409329494416%2Ctas%3Ated%20wa%2Cidx%3A1-4-4″ dribbble=””]Ted Waldron, RFC has served as President of the North Shore Advisory Group, Inc. since August 2002. Mr. Waldron entered the securities industry February 1992 as a registered representative for American Express in Boston. He is also affiliated with Athlete Advisory Services and is registered with the NFL Players Association. Previously, he had been giving the economic and stock update reports on New England Talk Radio, a Boston Herald radio affiliate. Educational seminars have included workshops for the Mass Society of CPA’s, the Mass Firefighters Union, the retiree chapter of AFSCME, Verizon retiree chapter 222, and other various public forums. Mr. Waldron holds various licenses including series 7, 63, 65, 79 (Investment Banking), life accident and health. He is licensed in the numerous states around the country. Mr. Waldron is a Registered Representative with Investors Capital Corporation Member FINRA/SIPC located in Lynnfield, MA. Advisory Services offered through Investors Capital Advisory Services.

Mr. Waldron has been a member of the Diamond Achievers each of the last 12 years with Investors Capital. Mr. Waldron has been a public speaker at numerous workshops for 23 years. Our group works closely with CPA’s, attorneys, and qualified intermediaries. Registered with International Association of Registered Financial Consultants. Advanced Certification of Financial Planning, Merrimack College. He is also elected on the school council for the Newburyport Schools.

Mr. Waldron resides in Newburyport MA with his wife and 2 children, is a licensed private pilot, and member of the AOPA. Mr. Waldron has traveled extensively for alpine sports, scuba diving and surfing. Ted was listed in Who’s who charitable work in Financial Advisor magazine. Ted also rides in the Annual Pan Mass 200 mile ride for cancer research. Take a look at the September, 2009 issue of Financial Advisor magazine and the article featuring Ted titled “Giving Back”. You can download the article here or view it online at Financial Advisor magazine.

Interests – Over the past two summers, we put on multiple programs with a number of professional athletes, in which we worked with underprivileged and foster kids for day camps at college prep schools and Tufts University.[/person]
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[person name=”Susan Silvia” picture=”https://secureservercdn.net/166.62.109.86/55a.291.myftpupload.com/wp-content/uploads/2014/08/SusanPortrait1-275×355.jpg” title=”Accounting Manager” social_icon_boxed=”yes” social_icon_boxed_radius=”4px” social_icon_colors=”” social_icon_boxed_colors=”” social_icon_tooltip=”” facebook=”” twitter=”” linkedin=”” dribbble=””]Susan Silvia earned her Bachelors degree in Accounting from Northeastern University in 1987. She has over 25 years of accounting experience including managing this tax office since 2004. Susan works closely with our clients assisting them with their tax and accounting needs. She fosters a relationship of trust and enjoys watching our clients grow and prosper. Susan is highly qualified to assist clients with Quickbooks along with other small business accounting software.[/person]
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[person name=”Melissa Martel” picture=”https://secureservercdn.net/166.62.109.86/55a.291.myftpupload.com/wp-content/uploads/2015/11/Mel-profile.jpg” title=”Director of Operations” social_icon_boxed=”yes” social_icon_boxed_radius=”4px” social_icon_colors=”” social_icon_boxed_colors=”” social_icon_tooltip=”” facebook=”” twitter=”” linkedin=”” dribble=””]As Director of Operations, Melissa has a strong concentration on client support services as well as performing a variety of financial analyses and research. Her experience includes facilitating the overall operations of North Shore Advisory Group while servicing the client’s needs in a professional and friendly manner. Melissa monitors client files for compliance with various regulations and she coordinates all marketing and event preparations. She has experience working with physicians, accountants, attorneys, business owners and individuals.

Melissa has two degrees; Paralegal and Liberal Studies as well as a certificate in Business Administration.
In her spare time Melissa plays guitar with her twelve year old daughter and practices yoga.   She also volunteers as a Mass State Certified Domestic Violence Advocate.[/person]
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