Team BIOS
Paul Stone
CEO
Paul F. Stone is the CEO and is a CFP working in the Braintree, MA office. Paul has been in the Financial Services industry since 1999. Paul’s focus has been providing solutions to clients for their estate planning, business planning, and insurance review needs. Paul is a graduate of Bridgewater State College where he earned his degree in Business Management with a focus on Marketing.
Dan Duval
President and Chief Compliance Officer
Dan Duval is the President and Chief Compliance officer. In these roles Dan manages the trading and operations as well as compliance. Dan worked part-time at Genesis throughout high school and college and has been a full-time employee since 2009. As a financial planning consultant, Dan focuses on providing comprehensive wealth management solutions to our clients. He is a graduate of The University of Massachusetts at Amherst where he earned his degree in Environmental Science.
Nick de Peyster
Chief Investment Officer
Nick de Peyster has served as a Managing Director and Chief Investment Officer of Genesis Wealth Advisors, LLC since 2011. In this role, Nick is responsible for directing the firm’s overall investment strategy.
Paul Duval
Founder
Paul Duval served as president of Genesis Wealth Advisors, LLC from 2011 and its predecessor firm, Genesis Capital Advisors, Inc., from 1993 until 2025. In 2025 he stepped back from the day to day into an advisory position where he brings his years of experience to help the firm to continue to grow and support its client
Adrian Baldeon
Wealth Manager
Adrian Baldeon is a Wealth Manager working in the Braintree, MA office. He is passionate about helping families & individuals develop comprehensive wealth strategies that fit their present and future needs. Adrian focuses on understanding each client’s motivations and helps them make thoughtful financial decisions.
Suzanne DiFalco
Client Service Manager
Suzanne DiFalco is the Client Service Manager at Genesis. Her responsibilities include account opening and contracting as well as maintenance and cashiering. She is the primary point of contact for most of our client requests.
Ron Aines
Ron Aines retired at the end of June 2023. Ron, we wish you all the best in your retirement.
