Ted Waldron
President
Ted Waldron, RFC with over 30 years of experience, entered the securities industry in 1992 with IDS Financial Services a division of American Express in Boston.
He is currently affiliated with Osaic FA Inc.
He has worked with professional athletes for over 10 years and was previously registered with the NFL Players Association. Professional athletes ask the same questions we all do, how much do I need to save for retirement, education of my children, estate and tax planning?
Ted has hosted educational workshops for the Mass Society of CPA's, The Mass Firefighters union (retired), the retiree chapter of AFSCME, Verizon retiree chapter 222, and other various forums.
He is President of Physician's Financial Network, LLC working with numerous independent physicians' associations for benefits, such as health, disability, vision, dental, life and retirement.
He works closely with accountants, attorneys, and other professionals to help provide coordination of efforts. This is important because it provides holistic and comprehensive planning to fill in the gaps and increase the probability of success.
Outside of work, Ted is married with two children, lives in Newburyport, and currently serves on the City of Newburyport Licensing Commission. Other interests include flying, he is a licensed private pilot, bike riding both mountain and street, skiing, snowboarding and surfing. He rode the Pan Mass challenge 7 times for Dana Farber Cancer research. Also, he prevously coached flag football for the Newburyport 9 youth league.