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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