Financial Advisor, Merrill Lynch

The Lusteg/Shreenan Group

Global Wealth Management

ONE MONARCH PLACE
1414 MAIN STREET
Floor 23
SPRINGFIELD, MA 01144

Phone: (413) 747-6905
Email:

Directions to Branch

PROFESSIONAL STAFF

(800) 268-2985Resident Director
(800) 748-7831Wealth Management Advisor
(413) 747-6979Senior Associate

PROFESSIONAL PROFILE

Helping families and businesses achieve Financial Peace of Mind for over 20 years!

The group provides financial services and investment management to High Net Worth Families, Businesses and Non-Profit Organizations. Between them, David, John and Terrie have over 65 years of experience in the financial services industry.

David Lusteg is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., who joined Merrill Lynch in 1987. David is a graduate of Southampton College, Long Island University and the Leadership Institute of the Affiliated Chambers of Commerce of Greater Springfield and Western New England College. He is a Board member of the Westfield State College Foundation and serves on the National Devlopment Council for the Clarke School for the Deaf. David also serves as the Resident Director of the Springfield, MA office of Merrill Lynch. David lives in Westfield, MA with his wife, Beth, two sons and two dogs.

John Shreenan is a Certified Financial Manager with over 25 years of experience in the Financial Services Industry. He has achieved the Certified Investment Management Analyst (C.I.M.A.) designation. A graduate of Bentley University, John is a member of their Executive and Presidents Club Alumni Association. John applies his diverse investment knowledge to develop client strategies that effectively manage their personal and business finances. John lives in Hingham, MA with his wife, Kristi, son and daughter.

Both David & John have earned the Certified Special Needs Advisor designation. They can assist parents or guardians meet lifelong financial needs of a loved one with a serious disability while coordinating other financial issues such as Retirement and Estate Planning.

Terrie Gaiser is a Senior Associate with over 20 years of experience in the Financial Services Industry. Terrie is responsible for account administration and client relations. Her role is to maintain the team's high level of client satisfaction and service standards. She attended Holyoke Community College and Villanova University. Terrie lives in West Springfield, MA with her husband, Ed, son and daughter.

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John Shreenan, CFM, CIMA is registered to do business in: AZ, CA, CO, CT, FL, GA, MA, ME, MS, NC, NH, NJ, NY, RI, VT

David Lusteg is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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