Our Team
Gavin Ugone, CFP®
Gavin is a CERTIFIED FINANCIAL PLANNER™ with a bachelor’s degree in economics from Trinity College. Before joining Topsfield Financial Group, he worked as a senior financial analyst at a health service provider, gaining valuable experience in financial strategy and operations.
At Topsfield Financial Group, Gavin plays a key role across the firm’s operations, combining the knowledge from his certification with hands-on experience. He serves as our bond specialist, using in-depth analysis of individual bonds to build portfolios. Gavin also evaluates holdings for our portfolios and custom accounts, leveraging artificial intelligence (AI) tools as an added layer of analysis. He oversees client onboarding as well, ensuring a smooth and welcoming experience for every new relationship. Gavin remains focused on client support and works to provide transparent, accessible service—both in-person and online.
Gavin lives in Rockport, MA with his wife and is a dedicated sports enthusiast who enjoys boating, biking, and spending time with friends.
Advisory services offered through Novem Group, an SEC Registered Investment Advisor firm. Topsfield Financial Group and Novem Group are unaffiliated entities.
How Can We Help?
Every day we take the complexity out of financial planning for our clients. We can make it simple for you too, so don’t hesitate to contact us directly if you need someone to look over things with you.
7 Grove Street, Suite 301
Topsfield, MA 01983
P: 978-887-6778
F: 978-887-9507
Advisory services offered through Novem Group, an SEC-Registered Investment Advisor. Topsfield Financial Group and Novem Group are unaffiliated entities. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Topsfield Financial Group or Novem Group and have not been reviewed for completeness or accuracy. Information has been obtained from sources believed to be reliable and are subject to change without notification. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results.