Johnathan Breen

Financial Advisor

John specializes in providing comprehensive financial planning services for families and individuals, with a focus on asset management and estate planning. He works closely with clients to develop strategies customized to their personal needs and long-term goals, helping them achieve financial confidence through sound, tailored guidance.

Before joining our team, John was a financial advisor with Ameriprise Financial. He is also a Juris Doctor and graduated from Syracuse University College of Law, as well as Sacred Heart University with a bachelor's degree. He is a member of the Massachusetts, Boston, Lawrence and New Hampshire bar associations, as well as the Exchange Club of Lawrence.

In addition to being a financial planner, I am also an attorney who runs an estate planning law firm. It really helps when clients want to leave a legacy for their loved ones and favorite charities. I see firsthand how important family is to people, and I personally make it my mission to treat everyone like family. It’s a lesson my mother bestowed on me years ago.

I am an avid volleyball player and played all throughout school, as well as professionally following graduation. It’s a team sport that teaches you a lot about working together. You can still often find me playing in indoor or beach volleyball tournaments in my free time, and I wouldn’t mind becoming a volleyball coach someday. I also enjoy spending time with my family and cheering on New England sports teams. North Andover is my hometown and I still live there today.

I would someday like to learn a second language. It’s not only an intellectual challenge, but a gateway to communicating in a whole new way throughout the world.