Troiano Wealth Advisory Group

John P. Troiano, AIF

Managing Director/Investments; Branch Manager

Since becoming a financial advisor, I have learned that managing my clients' behavior is equally as important as helping them manage their investments.  I avoid following the herd by taking measures to prevent my clients from making emotion-based investment decisions.  Investing can be enjoyable and given the opportunity to be successful when conducted in a rational manner.

I began my investment industry career in 1984 with McLaughlin, Piven, Vogel, Inc., where I primarily specialized in fixed income securities.  In 1988, I joined A.G. Edwards (now Wells Fargo Advisors) and expanded my practice to include equities, options, mutual funds, and insurance products.  In 2009, I joined Stifel for its client-first culture and entrepreneurial spirit.  Stifel also offers the investment products of a large firm with the personal touch of a boutique.

My wife and I enjoy traveling the world and experiencing different cultures.  We are focused on spending our kid’s inheritance, and I encourage my clients to do the same! 

William O'Malley, AAMS

First Vice President/Investments

I began my investment industry career with A.G. Edwards in Springfield, Massachusetts, in 2002.  I later moved to our Boston office and joined Stifel in 2010.

Early in my career, the majority of investors I met had little to no roadmap regarding their financial goals and retirement needs.  Well-defined estate planning, charitable giving, and college funding strategies seemed to be areas that were lacking as well.  Creating a comprehensive wealth management plan and reviewing annually helped alleviate some of their concerns about the future.  I also find working with my clients’ tax and legal advisors helps create a team effort with all parties working to address the unique needs of the individual.

Outside the office, I enjoy coaching basketball, volunteering at the CrossRoads shelter in Portsmouth, and assisting the Pease Greeters – thanking our troops, one flight at a time.

Deanna M. St. Hilaire

Administrative Assistant to the Branch Manager

A native of New Hampshire, I started in the financial services industry in 1991 and joined John in 1995 as his assistant at A.G. Edwards.  In 2009, John and I made the move to Stifel.  We feel this has been a great fit for us.

I add value to our group by providing knowledge and experience in client service.  Whether you need assistance in ordering checks for your account, understanding your statement, or filling out paperwork, I am committed to helping you get it done.  I hold Series 7, 63, and 66 securities licenses. 

Please feel free to e-mail me with any account-related questions that you might have about our group.