A Group of Advisors
As advisors ourselves, we have the experience and resources to help you meet your objectives and grow your business to the next level. We are your partner with solutions for your immediate needs and long-term challenges.
We understand as Advisors that every client is unique.
We understand as growth partners that every practice is unique. Your support solution is customized by you to meet the needs of your practice.
Your Dedicated Team
Regional Director | New England Region
Paul E. Petrie
Paul attended Westfield State College. After leaving Westfield State, Paul joined National Life of Vermont and began working with closely held businesses in the area of retirement and estate planning. In 1994, Paul co-founded "Winchester Benefits Group" with his business partner Ron Miles. Winchester Benefits Group was re-named Winchester Financial Group in 2002. Paul is now the sole owner and President. Paul’s responsibilities include managing the Brokerage Operation, recruiting brokers/agents to the General Agency, as well as, recruiting Registered Representatives to the New England Region. Paul holds a Series 6, 7, 24, and 63 registrations and is Life Accident and Health licensed. Paul also has a Fi360 designation.
Westfield State College
6, 7, 24, 63, 65
OSJ Manager | UPState New York Region
Eugene P. Jordan
Gene graduated from Syracuse School of Forestry, AAS, in June of 1973 and the State University of New York School of Business Management, B.S., in 1978. He began his career in Financial Services in September, 1979 when he joined the Travelers Insurance Company as a Marketing Associate offering sales assistance to independent Property Casualty Insurance agents and Registered Representatives in Western New York. In 1990, Gene left the Travelers and continued to work with the independent professionals he had established relationships with by forming his own company, E. P. Jordan & Associates, Inc. Gene currently holds the following designations: CLU®, ChFC®, AIF®, and RICP® and is a Certified Financial Planner™ professional.
Syracuse School of Forestry
AAS, DEGREE 1973
University at Buffalo
BS, Business Management, 1978
6, 7, 22, 24, 53, 63
CLU, ChFC, CFP, AIF, RICP, Certified Financial PlannterTM
OSJ Manager | Upstate New York Region
Megan J. Bach
Megan joined E. P. Jordan & Associates in 2009 after graduating from the State University of New York, College at Brockport with a Bachelors of Science in Finance. While at College she served as an Off-Campus Representative and Appropriations Committee member for the College Student Government. She later earned her MBA, with a concentration in Financial Services at Canisius College, graduating in 2011. Megan’s responsibilities include local oversight, compliance and operations liaison, as well as, conducting office audits.
MBA,Financial Services 2012
the College at Brockport
BS, Finance and Economics 2009
7, 24, 52, 53, 63
Financial Advisor | Upstate New York Region
Alexander D. Jordan
Alex joined E. P. Jordan and Associates in 2010. Graduating from the State University of New York, College at Brockport in 2014 with a Bachelors of Science in Finance he brings a fresh perspective to the firm. Alex is currently a Financial Advisor specializing in product solutions and business development.
the College at Brockport
BS, Finance and Economics 2014
OSJ Manager | New england Region
Joanne joined Winchester Financial Group in 2007, as the Director of Compliance. Her responsibilities include local oversight, compliance liaison, conducting office audits, as well as, daily trade review. Joanne has 29 years of experience in all facets of Broker-Dealer Compliance both in the wire house and independent broker-dealer.
customer service specialist| new england region
Bio coming soon!
Customer Service Specialist | New england Region
Camille joined Winchester Financial Group in 2001. She graduated with a degree in Education from Framingham State College. Camille's responsibilities include maintaining the Winchester Financial Group’s books, scheduling appointments, maintaining client data bases, and marketing and training support. Camille is also responsible for Project Management for Winchester Financial Group due to her attention to detail and strong office management skills. Camille resides in Melrose, MA with her family.