Paul Duval has served as president of Genesis Wealth Advisors, LLC since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1993. In this role, Paul is responsible for leading the firm’s growth and managing several client relationships.
Vice President of Business Development
Paul F. Stone is the Vice President of Business Development and a Financial Planning Consultant working in the Stoughton, MA office. Paul has been in the Financial Services industry since 1999.
Vice President, Operations & Compliance
Dan Duval is the Vice President, Operations & Compliance and a Financial Planning Consultant. He also manages the firm’s trading desk. Dan worked part-time at Genesis throughout high school and college and has been a full-time employee since 2009.
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.
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.
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 retired at the end of June 2023. Ron, we wish you all the best in your retirement.