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Our Team

Gavin Ugone, CFP®

Gavin is a CERTIFIED FINANCIAL PLANNER™.  He received his bachelor’s degree in economics from Trinity College and was employed as a senior financial analyst at a health service provider prior to joining Topsfield Financial Group.  Gavin’s role today encompasses a broad learning of all office responsibilities while pairing his recent certificate education with real life situations. He specializes in client support, ensuring that Topsfield Financial Group offers transparent and accessible services, both in-person and digitally.  Gavin resides in Rockport, MA with his girlfriend and is an avid sports enthusiast enjoying, boating, biking, and time with friends.

Advisory services offered through Novem Group, an SEC Registered Investment Advisor firm. Non-registered assistant to James Ugone for securities offered through American Portfolios Financial Services, Inc. (APFS) .  Member: FINRA, SIPC. Topsfield Financial Group, Novem Group, and APFS 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.

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