OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Over the years, all of us at The Boardwalk Group have all spoken to our clients about protecting and building their financial security, and the importance of taking steps to prepare for the future. We believe it is our job to provide clients with the highest quality service and most complete and effective Wealth Management experience possible. Being the best we can for our clients requires people with tenured professional experience, professionals that pursue higher education about the business they love and high caliber interpersonal attention to clients’ wellbeing. As a group, we are passionate about what we do and equally as passionate about how we do it.
Peri Wentworth, First Vice President, brings 45 years of experience in the Financial industry to the team. Peri’s former experiences as, a Pension & Profit Sharing Trust Administrator, the Treasurer of Hyannis Cooperative Bank and Branch Manager of the Charlottesville, Virginia UBS office add tremendous value to our team. Peri’s in-depth knowledge of Capital Markets and Private Banking services will be an invaluable addition.
Eric Hokanson, Senior Vice President brings 28 years of experience in the Financial industry to the team. Eric is a Senior Vice President and Portfolio Manager for Morgan Stanley. Eric has focused his entire professional career on Wealth Management. His comprehensive understanding of Estate planning strategies helps preserve clients’ legacies. Eric has become adept at leveraging the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies all to help clients build a comprehensive financial plan. Eric’s Estate planning knowledge is a key component of our team.
Donna Drown, First Vice President, brings more than 30 years of experience in the Financial industry to the team. Donna’s began her career focusing on risk assessment and how to mitigate those risks through insurance. She took her vast knowledge of insurance and utilized it inside of her successful Wealth Management career. Donna’s in depth knowledge of both Capital Markets and Insurance will be integral part of the group.
Ryan McMullen, Financial Advisor, brings 8 years of experience in the Financial industry. Prior to his career, Ryan achieved both a MBA in Finance and a Masters in Accounting from Saint Peter’s University. Ryan began his career as a fixed income specialist working with high net worth clients to create an income generation strategies, as clients prepared for retirement. Ryan’s knowledge of cash flow strategies and the fixed income market is a vital part of our team.
Ryan is currently serving on two boards. He currently is a director and founding member of the Boston College High School Alumni Association. He also holds a seat as a BC High Associate for Boston College High School which he has served on for the past three years. Ryan has also spent the last four seasons being an assistant coach for the Sandwich High School Varsity Volleyball team.
Eric works with a group of dedicated parents and volunteers for the Sandwich High School Boosters. The goal of the boosters is to provide the students and student athletes the resources needed, to enhance the students experience and help them to be as successful as possible while attending Sandwich High School. He also is a member of the Baseball Club of Cape Cod League. The Baseball Club of Cape Cod is an amateur pay-to-play wood-bat baseball league for adults. They play on the premier fields of the Cape Cod Baseball League. This league hosts the best college players from all across the United States in the summer months on Cape Cod.
Eric Hokanson is a Senior Vice President, Financial Advisor, of Wealth Management with Morgan Stanley. Eric began working with Morgan Stanley in Hyannis, MA in 2007. He has been working with clients on wealth management and investment strategies since 1989. Eric has become adept at leveraging the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies, and build a comprehensive financial plan, to help meet the objectives of a client.
Eric holds a degree in Public Administration from the Stonehill College. Eric’s active Industry Licenses are: 7,8,63,65,31-Life & Health Insurance Licensed
He currently lives in Sandwich, Massachusetts with his wife and two children. During his down time Eric enjoys traveling, working to support local youth athletic programs, skiing, golf and spending time with his family
BM/Supervisor; Securities Agent: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative
Ryan McMullen is a Financial Advisor with Morgan Stanley and is experienced in personal Wealth Management and Asset Management. Ryan prides himself on providing clients with comprehensive and personalized financial advice following a holistic approach to Wealth Management. His goal is to focus on client’s values, concerns, and long term objectives first and creating tailored financial solutions that speaks to their unique financial situation.
Prior to his work at Morgan Stanley, Ryan worked with ultra-high net worth clients focusing on tax free investing at The GMS Group.
Ryan earned his MBA in Finance and MS in Accounting from Saint Peter’s University Graduate School of Business. Ryan holds undergraduate degrees in Marketing and Economics from Saint Peter’s University.
Ryan currently lives in Cohasset, MA with his wife Joana, their son Grayson and their dog Finn. During some down time Ryan enjoys golf, sailing, basketball, volleyball, traveling and spending time with his family.
Securities Agent: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative
Donna Drown is a First Vice President, Financial Advisor, of Wealth Management at Morgan Stanley. Donna came to Morgan Stanley in 2008. Donna began her Wealth Management career at A.G. Edwards in 1999 before they merged with Wachovia, which shortly thereafter merged with Wells Fargo. She has built her career focusing on how to work closely with her clients and develop financial plans to help each individual client achieve their very specific goals. Donna’s extensive background in insurance business prior to her career in Wealth Management is a huge asset to every plan she develops for a client.
Donna currently lives in Chatham, MA with her husband Wes. They have three grown children and four grandchildren. In her free time Donna enjoys making Nantucket baskets, sailing, skiing, traveling and spending time with her grandchildren.
Securities Agent: AK, AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VI, VT, WA, WY; General Securities Representative; Investment Advisor Representative
Peri Wentworth has 40 years of financial services experience. She is First Vice President, Financial Advisor, of Wealth Management with Morgan Stanley and Portfolio Manager, joining the firm in 2008. She began her career at the Equitable Trust Company in Baltimore, Maryland under the guidance of Carter Randall of “Wall Street Week” fame. She focuses on retirement planning and is passionate about working with client’s to formulate their personal goals and realize their vision for success with family, finances, estate , church, education, real estate, all the moving parts that make our lives more purpose filled.
Peri has served on committees and Board of Directors for groups such as the Hyannis Public Library, St. Andrews by the Sea Episcopal Church, YMCA, Project Bread-the Walk for Hunger, Hyannis Yacht Club and the Hyannisport Club. She has been a Cape Cod resident since 1971 where she raised her two daughters. She currently lives in West Yarmouth with her Bernese Mountain dog, Toby.
Peri holds an undergraduate degree from May Washington College of the University of Virginia in Economics. Active licenses include: Commodities and Futures Series 3, Series 7, 63 & 65, Manager Series 9 & 10 and Life, Health and Annuity Insurance.
Securities Agent: AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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