Meet The Team

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Justin McQuarrie

CFP®

Associate Director, Wealth Advisor

About Justin

As a Wealth Advisor, Justin takes a holistic view of a client’s financial landscape, bringing every element together into one comprehensive plan. His approach is grounded in true understanding, active listening, thorough education, and purposeful connection. Recognizing that no two financial journeys are identical, he takes the time to understand each client’s unique dynamics, values, and timeline before building their plan.

Justin is fueled by the moments when clients realize their life goals are achievable through a clear strategy and a disciplined approach. He finds deep satisfaction in helping clients unpack complex financial strategies and move from anxiety to clarity and confidence as they come to understand the path ahead. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and graduated from Babson College with a Bachelor of Science in Business Administration.

Justin lives in Beverly, Massachusetts, with his rescue dog, his favorite companion for staying active. An avid outdoorsman, he enjoys hiking, golfing, skiing, fishing, and spending time on the water. He brings the same adventurous spirit to travel and food, and he values time with his family.

CFP Board owns the marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. 

Accreditation & Education

  • CERTIFIED FINANCIAL PLANNER® (CFP®) 
  • Bachelor of Science in Business Administration, finance, Babson College 

Contact your financial planning specialist

Justin McQuarrie

CFP®

Associate Director, Wealth Advisor