News

March 2015 – Winslow, Evans & Crocker, Inc. Sponsors The Pink Agenda Boston Inaugural Gala

The Pink Agenda Boston held its inaugural gala on March 14, 2015 at the Artists For Humanity EpiCenter. Winslow, Evans & Crocker, Inc. is a “Premier Planner” sponsor of this wonderful event. The Pink Agenda is a not-for-profit 501(c)(3) organization committed to raising money for breast cancer research and care, as well as awareness of the disease among young professionals.

To learn more about The Pink Agenda please visit www.thepinkagenda.org

 

FEB. 2014 – Dolores Kong, Francois Ducroux, and Dan Daley Named as 2014 Boston Five Star Wealth Managers

Dolores Kong, Dan Daley and Francois Ducroux of Winslow, Evans & Crocker, Inc. have been selected as 2014 Boston Five Star Wealth Managers by Boston magazine and Five Star Professional. The award recognizes outstanding professional service in the field of wealth management. Award candidates were identified using internal and external research data, including a survey to more than 4,900 financial services professionals. This is the fourth consecutive year Dolores and Francois have earned the honor and Dan’s first year.

For more information on the program please visit  http://fivestarprofessional.com/awards/cpa_epa_wm_program.php

 

FEB. 2014 – Edward P. Deane Joins Winslow, Evans & Crocker, Inc.

We are pleased to announce that Ned Deane has joined Winslow, Evans & Crocker, Inc. as a Senior Vice President. He began his career in the brokerage business at Moseley Hallgarten in 1983 and worked at Lehman Brothers from 1985 to 1990. Ned joins Winslow after nearly twenty-four years at Morgan Stanley Smith Barney. Ned is a graduate of University of Massachusetts in Amherst and is a recent inductee into the UMass Athletic Hall of Fame.

 

JAN. 2014 – Winslow, Evans & Crocker, Inc. Sponsors Greater Boston Chamber of Commerce 2014 Pinnacle Awards

The Greater Boston Chamber of Commerce will hold its annual Pinnacle Awards on January 30, 2014 at the Boston Marriott Copley Place Hotel. Winslow, Evans & Crocker, Inc. is a proud sponsor of the event for the seventh consecutive year. The Chamber’s Annual Pinnacle Awards honor business and professional women who have demonstrated excellence in entrepreneurship, management, and lifetime achievement. Typically attracting more than 1,000 attendees, it is one of the premiere gatherings of women (and men) in the region.

To learn more about the Pinnacle Awards please visit http://bostonchamber.com/networking-and-events/our-programs/annual-pinnacle-awards/

 

JAN. 2014 – Joan Gonzalez Joins Winslow, Evans & Crocker, Inc.

We are pleased to announce that Joan Gonzalez has joined Winslow, Evans & Crocker, Inc. Ms. Gonzalez holds the CFP designation and has been active in the financial services industry for more than 20 years. Ms. Gonzalez is a member and past board member of the Financial Planning Association of Massachusetts, an honors graduate of Boston University with a degree in Marketing Management, and a Financial Stability Coach with a MA non-profit organization that provides planning and educational assistance for needy families in Massachusetts.

 

SEPT. 2013 – Winslow, Evans & Crocker, Inc. Sponsors Garden to Table Fundraiser

A Downton Abbey-inspired garden party was held September 15, 2013 at Elm Bank to raise funds for the Massachusetts Horticultrual Society’s Garden to Table program. Winslow, Evans & Crocker, Inc. was a financial sponsor of the event which raised over $20,000 for the program that provides fresh organic produce to families in need. The program also offers the public an opportunity to come together in a beautiful and welcoming setting to learn about growing, cooking, and preserving healthy food.

To learn more about the Garden to Table program please visit http://www.masshort.org/Garden-to-Table-Garden.