About Us

We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

We work with you, for you and in your best interest.



President & Co-Founder

Stephen co-founded and was named President of Wealth Management Advisors, LLC on May 1, 2000. He is also a shareholder of the firm Sullivan Bille, P.C., a diverse New England regional Certified Public Accounting firm. Stephen came to the Sullivan Bille Group of companies after several years at a “big five” international accounting firm where he served as leader of Corporate Executive Programs and Individual Asset Management Consulting Services for the Northeastern United States.

For over thirty-five years, Stephen has provided individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients. His clients have included key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. As an established personal financial planner, Stephen has delivered numerous presentations on financial, investment, retirement and tax planning to corporations and professional groups. He has also written articles on investment, education and estate planning.

Stephen is a licensed Certified Public Accountant (CPA), a Certified Financial Planner™ practitioner (CFP®) and has been designated a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. He has achieved the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils (NAEPC) and is a Registered Financial “Fee-Only” Advisor with the National Association of Personal Financial Advisors (NAPFA).  He received a Bachelor of Science degree in Business Administration concentrating in Accounting and Computer Science from Providence College, a Master of Science degree in Taxation (MST) from Bentley University and graduate studies in the Program for Financial Planners at Boston University. He was an active participant in “The Strategic Coach” program where he attended quarterly coaching sessions for personal and professional growth.

He was awarded the prestigious Five-Star award from Paladin Registry and has maintained that rating since 2003. He has been through the Investor Watchdog “Financial Advisor Due Diligence” (“FADD”) process that validates and certifies his background, professional certifications, and experience. He was named by Business Week Magazine as one of the top 50 most experienced financial advisors in the United States, among Boston Magazine’s Five-Star Wealth Managers, Medical Economics‘ Best Financial Advisors for Doctors and Dental Practice Report’s Best Financial Advisors for Dentists.

Stephen has served his profession in various capacities such as Chairman of the Massachusetts Society of Certified Public Accountants (MSCPA) Personal Financial Planning Committee; and Treasurer, President and Chairman of the Board of Directors for the Financial Planning Association of Massachusetts. He is an active member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division and the Financial Planning Association (FPA) (a national professional organization of Certified Financial Planners). Stephen served academia for Bentley University on the Advisory Committee for Tax and Financial Planning where he also served on the Assurance of Learning Initiative Council for the University accreditation.

Stephen has served the community of Stoneham, MA for over twenty-five years.  He served as Chairman of the Parish Finance Advisory Council and member of the School Finance Council at Saint Patrick Parish.  He was active as Treasurer of the Stoneham Youth Hockey Organization, coaching soccer and supported Stoneham Youth Soccer.  He also served as President of the Board of Directors of the Middlesex Fells Zoological Society (Friends of Stone Zoo) and as a member of the Board of Trustees of the Commonwealth Zoological Corporation (Zoo New England) representing Stone Zoo.

Stephen lives in Stoneham, MA and Naples, FL with his wife Janet and has three grown children.  In his spare time he loves to travel internationally, spend time by or on the sea in Cape Cod and Florida.  He is an avid golfer, runner, and skier.



Senior Wealth Manager

Jeff joined the firm in September 2013 and serves as a Wealth Manager at Wealth Management Advisors, LLC.

He is currently responsible for supporting and managing all areas of client service, including the preparation of comprehensive financial plans, account setup and maintenance, asset allocation recommendations, meeting preparation, plan implementation and numerous other tasks.

Jeff has been working in the wealth management field since 1989, specializing in servicing the unique planning needs of high net worth clients. Jeff has expertise in all aspects of financial and estate planning from education, retirement, income tax and charitable planning to assisting clients navigate the financial and non-financial issues involved with intergenerational wealth transfers.

Jeff is a licensed Certified Financial Planner™ Practitioner (CFP®). He earned a Bachelor of Science in Accountancy from Bryant University, and a Master of Science in Financial Planning from Bentley University.

Jeff is a member of the Financial Planning Association (FPA) (a national professional organization of Certified Financial Planners), Financial Planning Association of Massachusetts and the Boston Estate Planning Council.

Jeff is an avid downhill sports enthusiast, general fitness geek, and amateur horticulturist. He and his family reside in Sharon, MA.



Operations Manager

Janice joined us in August 2010 as Operations Manager for our firm.  She began her career in financial services in 1996 and over that time she has excelled in client service and the operational aspects of wealth management firms. 

Janice is responsible for the day to day operations of the firm.  This includes trading and rebalancing portfolios, firm compliance, servicing client requests, and handling our client onboarding processes. 

Janice is a Fisher College graduate and has completed the Series 7, Series 63 and Series 65 exams.  

She lives in Westford, MA with her husband, Rick.  She has two grown children and recently added grandmother to her title.  In her spare time, she enjoys traveling, especially to follow the New England Patriots.