Sentry Hill Financial Advisors

Sentry Hill Financial Advisors At Sentry Hill, people are our primary focus. The relationships we develop are the foundation of our

Forbes has recognized Sentry Hill Financial Advisors as one of the top Best-In-State Wealth Management Teams in Massachu...
01/16/2026

Forbes has recognized Sentry Hill Financial Advisors as one of the top Best-In-State Wealth Management Teams in Massachusetts. We extend our wholehearted gratitude to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you!

Last week, Sentry Hill’s Principals, Jim Pettorelli and Doug DiCerbo, attended the Northwestern Mutual Forum Symposium i...
11/17/2025

Last week, Sentry Hill’s Principals, Jim Pettorelli and Doug DiCerbo, attended the Northwestern Mutual Forum Symposium in Frisco, Texas, alongside many colleagues, including a round of golf with Brent Schutte, the Chief Investment Officer of Northwestern Mutual Wealth Management Company. Forum members represent a select group of advisors nationwide who have achieved the highest levels of production and excellence. We're proud of Jim and Doug for their continued dedication and success!

👋Please join us in welcoming Lauren Nasca (Lauren Coccoluto) to the Sentry Hill Financial Advisors team!  Lauren joins u...
10/01/2025

👋Please join us in welcoming Lauren Nasca (Lauren Coccoluto) to the Sentry Hill Financial Advisors team!

Lauren joins us as our Executive Assistant, where she’ll be supporting client service, office administration, and marketing efforts for our senior advisors.

We’re excited to have Lauren on board!

✨We’re proud to share that Doug DiCerbo has been recognized as a Quarter Century Awardee by the National Association of ...
09/25/2025

✨We’re proud to share that Doug DiCerbo has been recognized as a Quarter Century Awardee by the National Association of Financial Advisors (NAIFA) of Massachusetts!✨

This honor celebrates over 25 years of dedication to the financial planning profession, and to helping clients achieve their goals with confidence.

Congratulations Doug, on this well-deserved recognition of your commitment, leadership, and service to our community. And thank you to NAIFA MA for this amazing opportunity!

This Thursday meet Douglas DiCerbo and Mary Stockton!

NAIFA MA Quarter Century Awardees!!

Part of our Advisor Experience Month Celebration, recognizing both the future and the legacy of our profession. The morning includes our 4 Under 40 Awards and Keynote Speaker, Christopher Gandy, LACP!

Register now: https://bit.ly/NAIFAMA-4Under40-2025

Sentry Hill came together on Friday for a rewarding day of volunteering at Cradles to Crayons Massachusetts Giving Facto...
09/22/2025

Sentry Hill came together on Friday for a rewarding day of volunteering at Cradles to Crayons Massachusetts Giving Factory in Newton! We spent the day sorting gently used clothing and packing donation bags, all to support children in need in the Greater Boston area. We’re proud of our efforts to give back to the community. Thank you to Cradles to Crayons for hosting us and to everyone who participated!

We are thrilled to announce that Alexia Shea, CFP®, ChFC® has earned her Certified Financial Planner (CFP®) designation!...
08/19/2025

We are thrilled to announce that Alexia Shea, CFP®, ChFC® has earned her Certified Financial Planner (CFP®) designation! This remarkable achievement is a testament to her hard work, dedication, and expertise in the field of financial planning.

Lexi's hard work and perseverance has paid off, and we couldn't be more proud to have her as part of our team. This milestone not only enhances her professional credentials but also strengthens our ability to provide exceptional service to our clients.

Lexi, here's to your continued success and growth!🥂

Our investment analyst, Meg, was fortunate to be invited to BlackRock's Advisor Forum this week in Chicago. This incredi...
06/13/2025

Our investment analyst, Meg, was fortunate to be invited to BlackRock's Advisor Forum this week in Chicago. This incredible event featured the opportunity to open the trading day on the Cboe Global Markets floor with the bell ringing! Thank you, BlackRock, for this once-in-a-lifetime opportunity!

We are committed to building strong relationships and learning from our industry partners to provide the best service to our clients. Here's to continuing our journey of growth and collaboration! 🌟

Several members of the Sentry Hill Financial Advisors team had the opportunity to attend Northwestern Mutual's Wealth Ma...
05/30/2025

Several members of the Sentry Hill Financial Advisors team had the opportunity to attend Northwestern Mutual's Wealth Management Symposium in Scottsdale, Arizona last week.

The Symposium featured excellent content from industry experts, providing valuable insights and opportunities for learning and networking. We're committed to continuing to build our expertise to deliver exceptional guidance and service to our clients.

Here's to leveraging the knowledge gained and fostering connections that will enhance our capabilities to serve our clients! 🌟

🎉 Happy 30th Anniversary, Doug! 🎉Wishing one of our Principals & Founders, Douglas DiCerbo, a very happy 30th anniversar...
05/20/2025

🎉 Happy 30th Anniversary, Doug! 🎉

Wishing one of our Principals & Founders, Douglas DiCerbo, a very happy 30th anniversary! Doug has officially been with Northwestern Mutual for 30 years this month.

Your hard work, dedication, and expertise in this industry are truly admirable. We are grateful for your leadership to our team, and your commitment to your clients over the years.

Here's to celebrating this incredible milestone and looking forward to many more successful years ahead! 🥂

Congratulations goes out to our Lead Advisor, Alexia Shea, on earning her Chartered Financial Consultant (ChFC®) designa...
04/30/2025

Congratulations goes out to our Lead Advisor, Alexia Shea, on earning her Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services! 🎉

Whether it's a personal achievement or a professional milestone, it's wonderful to celebrate such moments. Lexi, here's to your hard work and success. May this be the start of even more great things. Cheers to the exciting opportunities ahead! 🥂

The ChFC® Program offers comprehensive education in the essentials of financial planning, including: Insurance, Taxation, and Retirement Planning
Estate Planning. Additionally, it addresses advanced areas such as: Behavioral Finance, Non-traditional Family Structures, and Small Business Planning.

Exciting News from Sentry Hill Financial Advisors, Northwestern Mutual! We are thrilled to announce that our Principals,...
04/15/2025

Exciting News from Sentry Hill Financial Advisors, Northwestern Mutual!

We are thrilled to announce that our Principals, Doug DiCerbo and Jim Pettorelli, have been named to the Forbes 2025 Best-in-State Wealth Advisors list!

Congratulations, Doug & Jim! Your hard work and dedication have truly paid off. This accolade is a testament to your unwavering commitment to excellence and client satisfaction.

A Heartfelt Thank You - This achievement would not have been possible without the support of our amazing clients and our dedicated team. We sincerely thank you for your continued trust and partnership over the years.

We are excited to embark on this journey together and look forward to the future with great anticipation. Here's to many more milestones and successes ahead!

Sentry Hill is truly honored and humbled to have been named one of the Forbes Best-In-State Wealth Management Teams for ...
01/16/2025

Sentry Hill is truly honored and humbled to have been named one of the Forbes Best-In-State Wealth Management Teams for 2025! A special THANK YOU from our founders Jim Pettorelli and Douglas DiCerbo, to our incredible team members and clients, we could not have done it without you all!

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One Beacon Street 21st Floor
Boston, MA
02108

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