DAVID HAUGHTON, JD
Team Lead, Advanced Planning
- Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
- Earned a bachelor’s degree from the University of Massachusetts and a JD from the Massachusetts School of Law
- Is admitted to the Commonwealth of Massachusetts bar and the State of New Hampshire bar
- Was a practicing estate planning attorney
- Certified Private Wealth Advisor® (CPWA) practitioner
