Blackstone Valley Wealth Management Welcomes John R. Heatwole

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HOPKINTON, MA –Blackstone Valley Wealth Management is pleased to announce that John R. Heatwole has joined the team as Paraplanner. In his role, Mr. Heatwole will be supporting the financial advisors, James A. Valis and Gregg R. Manis, in a client-facing, analytics role. His support is focused on embracing the theme of building successful long term client relationships that James and Gregg strive for.

Mr. Heatwole has joined the team after more than a decade of serving institutional clients in the mutual fund industry. A Massachusetts native, John moved to Boston, MA upon receiving his degree in Finance and Economics to begin his financial services career. Within the financial services industry he has held several analytic and management positions including bond and equity valuations analyst, manager of security valuations as well as serving as an equity data manager.

Blackstone Valley Wealth Management provides highly personalized financial planning and wealth management services to individuals, families, businesses, and trusts. They are an owner-managed firm and work with a select number of discerning clients to provide the type of professional service which may be difficult to find with larger financial institutions. They strive to provide a concierge level of client service, customized solutions through transparent, unbiased advice. The advisors at Blackstone Valley Wealth Management spend the time with each client to fully understand their financial needs and construct a plan that is unique and specific. Both advisors at the firm are CERTIFIED FINANCIAL PLANNERSTM, a designation held by only 20% of all financial planners in the United States. The CFP® certification process identifies to the public that those individuals who hold this designation have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Blackstone Valley Wealth Management is located at 22 South Street in the Hopkinton Square plaza and are currently accepting new clients. For more information, please contact 508-435-1281 or visit www.blackstonevalleywealth.com.