Broker Check

Meet the Team

At Westfield Investment Services, we focus on you and the unique set of financial circumstances you and your family face. Getting to know you and your personal needs allows us to create a personalized strategy aligned with your short-term and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.
  


David Ricci

Officer, Westfield Investment Services and Investment Advisor Representative, LPL Financial

(413) 572-4227

(413) 683-3930

dricci@westfieldinvestmentservices.com

Appointments with David can be made at the following locations:

Chicopee, MA

East Longmeadow, MA

Ware, MA

Ludlow, MA

Holyoke, MA

West Springfield, MA

Read more

Kevin Green

Assistant Vice President, Westfield Investment Services and Investment Advisor Representative, LPL Financial

413-564-2607

413-683-3930

kgreen@westfieldinvestmentservices.com

Appointments with Kevin can be made at the following locations:

Westfield, MA

Southwick, MA

Huntington, MA

Read more

Carlos De Leon

Officer, Westfield Investment Services and Investment Advisor Representative, LPL Financial

(413) 598-3113

(413) 683-3930

cdeleon@westfieldinvestmentservices.com

Appointments with Carlos can be made at the following locations:

Springfield, MA

South Hadley, MA

Chicopee, MA

Read more

Josh Stebbins

Sales Assistant, LPL Financial

(413) 572-4265

(413) 683-3930

jstebbins@westfieldinvestmentservices.com

Josh Stebbins has been working for Westfield Bank since 2014 and has transitioned to the Westfield Investment Services team. He holds a Bachelor’s Degree in Mathematics and Economics with a concentration in Actuarial...

Read more

Greg Gagnon

Sales Assistant, LPL Financial

(413) 598-3125

(413) 683-3930

ggagnon@westfieldinvestmentservices.com

Greg has worked with Westfield Bank in both retail banking and residential lending. He graduated in 2016 with his Bachelors Degree in Accounting from the Isenberg School of Management at UMass Amherst. In his free time, Greg is an avid...

Read more

Dennis Keyser

VP, Sales Manager, LPL Investment Advisor Representative

860-265-3919

DKeyser@westfieldinvestmentservices.com

Appointments with Dennis can be made at the following locations:

Enfield, CT

Granby, CT

West Hartford, CT

Bloomfield, CT

Agawam, MA

Feeding Hills, MA

 

Read more