Investment & Insurance Services  

Our Team

 D. John Gagnon
jgagnon@bolicoli.com
781.942.5700

John has twenty years of experience in the executive benefits area. From 1997 through 2004 he was the President and Chief Executive Officer of a nationally recognized executive benefit organization. Having completed hundreds of corporate engagements and board presentations, he is uniquely prepared to deal with the specific nuances that accompany each client engagement. John is also a speaker for many professional organizations nationally. John earned his BA in business administration from the University of Maine. He holds FINRA Series 6 and 63 securities licenses and is a registered representative with M Holdings Securities, Inc. He is a current member of AALU and the Million Dollar Roundtable, with Top of the Table distinction. He also received Commonwealth Financial Network’s top broker award for seven years. John is a member of several state banking associations and The Financial Managers Society of MA.

 John Waters, ChFC, CLU
781.942.5721
jwaters@bolicoli.com

John has fifteen-years experience designing, implementing, and administering executive compensation, investment, and benefit plans. His specialty areas include Bank-Owned Life Insurance (BOLI), Deferred Compensation, and Split Dollar plans. He also has extensive knowledge in working with tax-exempt employers. In John’s previous position he was the Chief Operating Officer for a successful and established, non-qualified plan practice and was responsible for overseeing the design and administration departments, accounting, and technology.

After completing his bachelor’s degree in economics from the State University of New York at Albany, John earned his master’s degree from Bentley College in Management Information Systems. John holds FINRA Series 6 and 63 securities licenses, is a registered representative with M Holdings Securities, Inc., and holds the Massachusetts Life, Accident, and Health license. He also holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.
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GW Finacial is presently licensed to sell traditional life insurance in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser,
Member FINRA/SIPC. GW Financial is independently owned and operated.

GW Financial is an affiliate firm of M Benefit Solutions, a Member Firm of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.