Our Team

Our Team

Sean M. Flynn

Principal

Sean is a 1984 graduate of the Boston University School of Management and began his career in the financial services industry in January 1985. After extensive training with the Wall Street firm Dean Witter Reynolds (now Morgan Stanley), Sean became affiliated with his current company, Commonwealth Financial Network, in September 1991. During his tenure with Commonwealth, Sean has also held the position of president with Century Financial, a division of Century Bank in Medford, Massachusetts. Additionally, from 1996 to 2002, Sean held the position of president with Clippership Financial Services, a division of the Salem Five Bank in Salem, Massachusetts. While president of Clippership Financial, Sean had the distinction of being named to Bank Investment Marketing (BIM) magazine's "Top 50 Reps of the Year" for 2000, 2001, and 2002*.

In 1999, Sean was presented with the Commonwealth Special Service Award, a recognition "for achievement above and beyond" in one or more of the following areas: excellence in wealth management for clients, a track record of sharing with Commonwealth financial advisors and staff, and a dedication to giving back to the community. This award is presented to only one Commonwealth-affiliated person per year.

For the years 2003 through 2017, Sean was recognized as a Chairman's Level advisor—a distinction attained this year by just 3 percent of advisors affiliated with Commonwealth. Additionally, Sean has qualified for the Commonwealth "Leaders Conference" in each of his 26 years with Commonwealth.

In addition to having the Accredited Investment Fiduciary® (AIF®) designation, Sean holds a number of FINRA securities registrations, including the Series 3, 7, 24, 53, 63, and 65.

Sean is active in the community and has held a number of board positions with local charities, including the position of treasurer of the Essex National Heritage Commission and treasurer of the "A Better Chance Masconomet" program in Topsfield, Massachusetts.

*BIM solicited nominations from its circulation base of US bank reps (e.g., large, community, regional, and credit unions) over a period of several months. Candidates were ranked based on assets under management, production and number of clients, as well as growth in these three areas. This award is not indicative of the advisor's future performance. Your experience may vary. The criteria used reflects the most recent year for which the advisor received the award. The consideration pool for this award is no longer available, but its readership base in 2001-2002 was about 9000.

Chairman's Level

Sean M. Flynn is proud to have been recognized as a Chairman's Level advisor for 2017—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

SeanFlynn-Emblem-2018
 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,819 Boston wealth managers were considered for the award; 532 (18.87 % percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Richard E. Perry Jr., AIF®, CLTC

Financial Advisor

After spending more than 20 years in the high technology industry as the founder and president of Computer Support Products, Rick began his career in financial services at Smith Barney in Danvers, Massachusetts. Rick's desire to provide his clients with superior products and services in a friendly and caring environment led him to join Clippership Financial Services, Inc., a subsidiary of Salem Five Bank of Salem, Massachusetts. During his 4½-year tenure as a vice president at Clippership Financial, Rick also served as a mentor with the Peabody Education Council to high-school seniors interested in pursuing a career in finance. In 2004, Rick accepted the position of vice president at Banc of America Investment Services, Inc., in North Reading, Massachusetts. Always striving to provide each of his clients with more comprehensive and personalized service, Rick moved his practice to Topsfield, Massachusetts, in early 2006, where he is an independent investment advisory representative of Commonwealth Financial Network®

Rick holds the Accredited Investment Fiduciary® (AIF®) and Certified in Long-Term Care (CLTC) designations; FINRA Series 7, 63, and 65 securities registrations; and Massachusetts life and health insurance licenses. Rick is currently enrolled in the College for Financial Planning's CERTIFIED FINANCIAL PLANNERprogram. 

Rick and his wife, Robin, live in Gloucester, Massachusetts, with their son, Jonathan. In addition to spending time with his family, Rick enjoys playing golf, tennis, and traveling.

Emblem_Horizontal-WM2014

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,707 Boston wealth managers were considered for the award; 655 (39 % percent of candidates) were named 2014 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

 

Kerri L. Wilkes, CERTIFIED FINANCIAL PLANNER™

Wealth Advisor

For more than 14 years, Kerri has been working with individuals, multigenerational families, and business owners on organizing their financial lives and helping to reach their financial goals. In 2004, Kerri joined Commonwealth Financial Network, a firm focused on not only providing the highest level of service, but also customized plans, tailored to each client’s needs. In addition to the firm’s industry leading advice and unmatched service, she concentrates on providing her clients with a holistic approach, ensuring a complete and comprehensive financial strategy that they can see confidence in with this uncertain world.

Kerri has a BA in finance from Gordon College. She also holds the CERTIFIED FINANCIAL PLANNER™ professional certification, which she obtained in early 2009 through the accredited program at Merrimack College. Through this certification, Kerri is able to provide clients with a holistic financial plan. In addition, she holds the FINRA Series 7 and 66 securities registrations, which are held through Commonwealth, as well as Massachusetts life and health insurance license.

Maintaining a work-life balance is extremely important for Kerri. Outside of the office, she makes it a point to get involved in her community, spend quality time with family and friends, and pursue various fitness activities. Kerri lives with her husband, Michael, and daughter Madison in Georgetown, Massachusetts.

KerriWilkes-Emblem-2018
 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,819 Boston wealth managers were considered for the award; 532 (18.87 % percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

Beth Porter

Client Services Manager

Beth began her career in financial services in 1984 in the cashiering department at E.F. Hutton in Salem, Massachusetts. She was promoted to sales assistant in early 1985 and worked for three of E.F. Hutton's top producing registered representatives. In 1987, Beth was recruited to Dean Witter Reynolds to work in the Burlington, Massachusetts, office as Sean Flynn's sales assistant. Beth moved to Century Financial Services, Inc., a subsidiary of Century Bank of Medford, Massachusetts, with Sean in 1989 to become the financial services division's operations manager. Beth left Century Financial Services in 2003 to join Sean as client services manager at Commonwealth Financial Network in Topsfield, Massachusetts.
 
Beth and her husband, Joe, live in Peabody, Massachusetts, with their daughters, Kayla and Mackenzie. In addition to spending time with her family, Beth enjoys traveling and playing golf.