Broker Check

Team

At Byrne Financial Freedom, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of advisors and other staff members work hard to assist clients with their needs.

Feel free to call (508) 528-9366.

Joseph G. Byrne

Proactive Wealth Advisor and CEO of Byrne Financial Freedom, LLC

Joe is a proactive wealth advisor and CEO of Byrne Financial Freedom, LLC which is an independent investment management firm located in Franklin, MA.

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J. Gary Walsh

Comprehensive Wealth Advisor

Gary joined LPL Financial and Byrne Financial Freedom, LLC in 2007. Gary’s specialties are fixed income management and managed accounts.

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Bill is a Proactive Wealth Advisor with Byrne Financial Freedom, LLC.  He specializes in retirement planning, college planning, and asset management.

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Matt has over 12 years of experience as a financial advisor and has been united with Byrne Financial Freedom, LLC since 2009. Matt was previously a financial advisor at John Hancock Financial Network.

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Jason S. Weiss

Proactive Wealth Advisor

Jason recently joined Byrne Financial Freedom, LLC as a Proactive Wealth Advisor.  Prior to joining the team, Jason worked at Santander Bank for 6 years.

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Janet R. Pultz

Chief Operations Officer

Janet has worked in the financial services industry for over 6 years. She has extensive client service and project management experience with Putnam Investments.

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Brenda L. Wheatley

Director of Client Services

Brenda has over 11 years of experience in the financial services industry. She was employed by Money Strategies, Inc. in Melbourne, Florida as a broker’s Sales Assistant.

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Carol A. Donnelly

Director of Marketing and Business Development

Carol has over 20 years of experience in the financial services industry. She was employed by State Street for 13 years.

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Brian joined Byrne Financial Freedom, LLC as a Relationship Manager. He works closely with advisors and clients to determine their needs and goals. He understands that all clients have different needs.

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