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About Chartpoint Financial Group, LLC
Independence, Experience, Integrity


Chartpoint Financial Group is an independent financial services firm that focuses on group retirement planning, personal investment advisory services, fee based financial planning and group employee benefit programs for small to medium sized employers, including, STD and LTD programs, group medical and group life insurance services.

  • We are a privately owned firm with deep roots in the community.
  • Our securities, insurance and residential financing specialists provide tailored advice and customized product solutions to each unique individual or business.
  • As independent advisors, we create financial plans and solutions unbiased by the institutional demands and quotas expected by larger firms. We are not obligated to sell proprietary products.
  • The communication of product information will be tailored to your individual needs and expectations in clear and concise language.
  • Our business grows by referrals and every client's satisfaction is critical to our success.

©2012 Chartpoint Financial Group LLC. All rights reserved.


Meet the Team
Thomas Parkins, QPFC, AIF®
President, Wealth Manager* Chartpoint Financial Group, LLC

Tom Parkins is Founder and President of Chartpoint Financial Group, LLC (www.chartpointfinancial.com). Chartpoint Financial Group is an independent financial services firm that focuses on group retirement planning, and group employee benefit programs for small to medium sized employers, including STD and LTD programs, group medical and group life insurance services. Tom is registered with FSC Securities Corporation and also focuses on personal investment advisory services and fee based financial planning.

Prior to forming Chartpoint Financial Group, Tom was a member of the AXA Advisors, LLC management team and Director of Financial Planning for the North East Division of AXA where he spent four years building his own personal practice.  Tom has over 30 years of financial services experience.  He began his career in 1983 at Fidelity Investments and was a Senior Product Manager, Senior REtirement Counselor and Director of Sales Planning and Development for Fidelity.  After more than 11 years at Fidelity, Tom was recruited by Scudder Stevens and Clark to head their non-profit sales efforts in the defined contribution division of Scudder as Vice President.   After leaving Scudder, Tom became a Sales Executive with Charles Schwab Retirement Plan Services where he was presented an excellence in service award.  Tom is an Accredited Investment Fiduciary® and has a Certificate in Financial Planning from Boston University.  Tom also holds Series 7, 63,and 66 FINRA licenses and Life, Accident, and Health license in multiple states.  Tom is a member of the Massachusetts Chapter of the Financial Planning Association, the Society of Financial Services Professionals and is a Graduate of Michigan State University.  Tom was formerly a licensed US Merchant Marine Officer and is an avid sailor.  Tom also enjoys golf, tennis and hiking and completed a successful climb of Kilimanjaro, Tanzania in 1997.  Tom is a member of several community based organizations located in the Cape Ann are of Massachusetts including performing as a member of the Chorus North Shore.


Contact Tom at (978) 468-1499 or tparkins@chartpointfinancial.com

*Investment advisory services offered through FSC Securities Corporation, a registered investment advisor. 




Lawrence J. Scanlon Jr.
Managing Director, Employee Benefit Services Chartpoint Financial Group,LLC

Mr. Scanlon brings over 30 years experience in the insurance field as an agent, general agent, and broker. He joined Mutual/United of Omaha as an agent in 1981. In 1985, he founded the brokerage firm Scanlon & Associates and was a managing general agent for over 85 companies, including: AIG, Metlife, John Hancock, Hartford, and Aetna, among others, with as many as 180 agents under management at any given time. In addition, Mr. Scanlon has over 25 years experience selling and administering group benefits to small and medium sized businesses. This experience has given him exceptional insight into employer needs often serving as a de facto human resource department. He holds an AA in mechanical design from the Wentworth Institute and a BS in education from Fitchburg State College.

Mr. Scanlon was born and raised in Beverly, MA and has served the community in various capacities as a member of the Hamilton Wenham Lions Club and the Beverly Kiwanis Club. He taught high school level engineering drawing and coached cross-country and track from 1967 to 1981 for the Hamilton-Wenham Regional School District. Mr. Scanlon also has an extensive musical background performing throughout New England for over 50 years. He is also an avid golfer and carves award-winning decoys.

Contact Larry at (978) 468-1131 or lscanlon@chartpointfinancial.com



Patrick Meehan
Director, Wealth Manager*, Chartpoint Financial Group, LLC 

 

Pat Meehan is a Director at Chartpoint Financial Group, LLC, joining the group in 2015.  Chartpoint Financial Group is an independent financial services firm that focuses on group retirement planning, and group employee benefit programs for small to medium sized employers, including STD and LTD programs, group medical and group life insurance services. Pat is registered with FSC Securities Corporation and also focuses on personal investment advisory services and fee based financial planning.

 

Pat was most recently a financial advisor at Edward Jones, building a practice on the North Shore for Individual and Business Retirement plans.  Pat has 20 years’ experience in the financial services field, starting as a VP for investments at a boutique Broker-Dealer in NYC after receiving his BS Finance at Manhattan College.  From there Pat worked with individual clients at UBS Painewebber before moving to the Institutional side of the business for the next 12 years. While at JP Morgan and Fidelity, Pat worked on the Algorithm and Electronic Trading desks. There he consulted with Mutual Fund and Hedge Fund clients on best trading practices for the NYSE and NASDAQ stock exchanges.   Pat holds his Series 7, 63 and 66 FINRA securities licenses and Life and Health licenses for Massachusetts.

 

Pat lives in Manchester, MA where he brings up his 3 boys. Robotics, tennis and soccer are favorites of the family. As a community based advisor Pat is involved with the town, serving as president of the Manchester Community Center and participating in the Town Welcoming Committee.  And of course spreading my Irish heritage by playing the bagpipes at multiple town events.

Contact Pat at (978) 468-0279 or pmeehan@chartpointfinancial.com

*Investment advisory services offered through FSC Securities Corporation, a registered investment advisor. 

Linda Parkins

Linda Parkins is the Office Administrator and Customer Service Representative for Chartpoint Financial Group.  She provides logistical, systems, clerical and customer related support for all of the members of Chartpoint and Chartpoint’s clients.  Linda has worked in the real estate and finance industry for over 25 years.  She has worked at Citizens Bank, McCall & Almy and most recently at Mortgage Network, Inc. where she spent her last 12 years.  Linda holds a B.A from The College of the Holy Cross.  Linda resides in Manchester, MA with her husband and two girls.  She is very active in the Community, providing personal and financial support to the MERSD school system.  She is an avid tennis player.

 

Contact Linda at (978) 468-6302 or lparkins@chartpointfinancial.com

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 Securities and investment advisory services offered through FSC Securities Corporation, LLC, member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Chartpoint Financial Group, LLC which is not affiliated with FSC Securities Corporation.


This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DC, ME, MA, MI, NH, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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