Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
To meet with an RTN Investment & Retirement Group advisor, call 781-736-9877 or request an appointment using our online form.
You may check the background of our investment professionals on FINRA’s BrokerCheck.
Christine Belair, CFP®—Financial Advisor
Located at:
Merrimack Valley Credit Union
345 Main Street
Tewksbury, MA 01876
Cell: 978.302.4096
Fax: 978.858.0749
c.belair@lpl.com
Christine is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in helping Credit Union members identify and prioritize their financial objectives so that a customized plan can be developed. She is a Registered Representative of LPL Financial, a broker/dealer with a select portfolio of securities products such as mutual funds, and a member of FINRA and SIPC. Christine is also a licensed insurance agent.
Education: BA Mount Holyoke College, South Hadley, MA cum laude
Career Highlights: Financial Services Industry 2006-present, Women of Distinction ’20-’22.
Personal: Married with a son
Members of Women of Distinction ’20-’22 were recognized by CBSI, the representative’s former broker-dealer, for networking and mentorship opportunities based on experience, GDC, performance with their investment program and contributions to the industry.
Phillip Parziale, CFP®—Financial Advisor
Located at:
Merrimack Valley Credit Union
365 Boylston Street
Brookline, MA 02445
Phone: 781-736-9991
Cell: 617.780.0318
phillip.parziale@lpl.com
As a financial advisor, Phil specializes in guiding members through the different stages of their financial lives including wealth accumulation, retirement planning and transitioning to the next generation. He is a Certified Financial Planner and is a Registered Representative of LPL Financial, a broker/dealer with a select portfolio of securities products such as mutual funds and a member of FINRA and SIPC. Phil also is a licensed insurance agent.
Education: BA, Southern New Hampshire University, Manchester, New Hampshire
Career Highlights: Financial Services Industry 1997–present
Personal: Married, one son
Douglas Stocklan—Financial Advisor
Located at:
Merrimack Valley Credit Union
365 Boylston Street
Brookline, MA 02445
Phone: 781-736-9877
Cell:781.760.4428
Fax: 781.736.9849
douglas.stocklan@lpl.com
As a Financial Advisor, Doug is especially qualified to provide Credit Union members with professional assistance, quality financial products and dependable service, with an emphasis on retirement planning. Doug is a Registered Representative of LPL Financial, a broker/dealer with a select portfolio of securities products such as mutual funds and a member of FINRA and SIPC. Doug is also a licensed insurance agent.
Education: BA Lawrence University, Appleton, Wisconsin
Career Highlights: Financial Services Industry 1996–present, Senior Advisor Leadership Team (SALT) ’22
Personal: Married, two children
www.linkedin.com/in/dbstocklan51
Members of SALT were recognized by CBSI, the representative’s former broker-dealer, for overall achievement, appointing them as a steering committee based on tenure, GDC, CBSI scorecard ranking, ethical standards and conduct and participation in activities.