Team Member Category Financial Planner

Bill Hughes is an Osaic Institutions Junior Investment Executive located at Bluestone Bank. He joined the team in 2021 as a Universal Banker, and has been a member of the Wealth & Trust department since 2023. He is a graduate…

A registered representative of Osaic Institutions, Inc., Joseph joined Bluestone Bank in 2012. He has decades of investment experience, most recently as an Osaic Institutions Financial Professional located at a bank in Somerville. His primary role is to help clients…

Katerina has served customers and clients of Bluestone Bank for 23 years. She performed a variety of retail banking functions before becoming the Office Manager of the Financial Planning operation in 2012. She now serves as a Registered Representative of…

A registered representative of Osaic Institutions, Inc., Ross works with individuals, families and small businesses on their investment, insurance and estate planning goals. Through Osaic Institutions, he can offer access to expansive resources to provide a wide range of solutions…