skip navigation

Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Our Qualifications

If you would like to send an email to any one below just click their name. Thank you.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Richard Turner - Senior Partner

Richard Turner is a Senior Partner, with over 38 years of investment experience. He graduated from The University of Massachusetts Boston in 1984 with a Bachelor of Science Degree in Management, with a concentration of Finance.In 1984 Richard started with First Investors Corporation and completed his tenure in 1992 as a Group Manager.In 1992, he joined Schooner Financial Associates and in 1994 become a partner.

Richard offers each client a custom tailored strategy to help pursue their financial goals.Richard offers access to many investment options including mutual funds, ETF's, Annuities, Life Insurance and Long-Term Care Insurance.

Richard holds his Series 6, 63 & 26 registrations through LPL Financial. Life, Variable Life and Variable Annuities Licenses, and Health Insurance License.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Melissa Gray-Murphy, CFP®

Melissa is a Senior Partner and a CERTIFIED FINANCIAL PLANNER TM  professional graduating from the University of Connecticut in 2000, with a degree in Mathematics. After graduating, Melissa joined Schooner Financial Associates working alongside her father, Arthur Gray. She specializes in working with both individuals as well as employers to create customized Retirement Planning strategies.

Melissa offers access to a wide range of savings plan options such as mutual funds, stocks, bonds, Brokered CD's, ETF's, Annuities and Life Insurance.

Melissa has completed through rigorous training needed to be called a CFP Profession and is licensed in every state to provide you with customized service. Melissa holds her Series 6, 7 & 63 registrations through LPL Financial. Life, Variable Life and Variable Annuities Licenses, and Health Insurance License.