Broker Check

Our Team

David B. Twombly, ChFC, CLU, RICP®

Owner | Wealth Advisor

(802) 254-8064

(802) 490-2025

david@twomblywealth.com

David is the owner and founder of Twombly Wealth Management Group, LLC, an independent financial management firm. He earned the Retirement Income Certified Professional®, Chartered Financial Consultant and ...

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Susan Meggiolaro

Office Manager

(802) 254-8064

(802) 490-2025

susan@twomblywealth.com

Sue is responsible for all phases of our office operations, including providing top-notch service to our clients as well as supporting the daily business operations. She was born and raised in northern New Jersey ...

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Megan Twombly Stoner

Director of Marketing & Events

(802) 578-9688

megan@twomblywealth.com

Megan manages client communications, the Twombly Wealth Management Group website, and client functions. She was born and raised in Brattleboro, Vermont and graduated from the University of Vermont ...

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Bay Financial Associates

Twombly Wealth Management Group, LLC is associated with a larger team of advisors Bay Financial Associates, LLC. Founded in 1951 and located in Waltham, Massachusetts, Bay Financial Associates is one of the oldest and largest financial services firms in the northeast.

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