Centinel Financial Group, LLC is an independent firm of Osaic Wealth, Inc., a nationally recognized financial services organization. This relationship provides us with comprehensive support as we address your diverse financial needs. Osaic's commitment to technology and service enables constant innovation in conducting business.
Osaic Wealth is a full service broker/dealer and Registered Investment Advisor offering an extensive portfolio of investment and advisory products and services through its open product platform, including: General Securities, Mutual Funds, Limited Partnerships, Comprehensive Financial and Estate Planning, Private Money Management and Mutual Fund Wrap Programs.
Since 1990, wealth managers and clients have chosen to work with Mark because of his patience, vision, and leadership. What this means to those he serves, is that he shows a genuine interest in helping individuals understand, evaluate, and implement effective financial strategies. The real benefit we are striving for you is to have a better peace of mind knowing that you have a financial partner with your best interests in mind and the skills to provide quality, personalized and customized strategies.
Mark Sullivan is the Managing Partner of Centinel Financial Group, an innovative financial services organization that specializes in assisting individuals, families, and businesses in the accumulation and preservation of their wealth.
Actively involved in the financial services industry, Mark is a member of GAMA International and NAIFA Massachusetts, where he has served on the Board of Directors. In addition, Mark is the Past President of the Managing Partners' Association of John Hancock Financial Network, where he has also served as the Chairperson of the Business Development Committee and the Product Committee.
Mark grew up in Framingham, Massachusetts and received a Bachelor of Science in Business Administration from Northeastern University. He currently resides in Natick with his wife, Heidi, and their three children.
Earle Pitt, Jr., CLU®, ChFC®, AIF®
Earle Pitt, Jr. is a Partner of Centinel Financial Group. It is the mission of Earle's personal financial practice to assist individuals, families and businesses in the accumulation and preservation of their wealth.
Earle began his career with John Hancock in 1976. Since then, he has worked in the company's Home Office in Boston, and as an Agent, Sales Manager, and Associate General Agent. Throughout his career, Earle has been recognized for his accomplishments. He is a lifetime member of John Hancock's Sales Manager's Recognition Conference, a member of John Hancock's Hall of Fame, and is a Qualifying and Lifetime Member of the Million Dollar Round Table.
Earle is a graduate of St. Michaels College in Colchester, VT and received his CLU® and ChFC® designations from the American College in Bryn Mawr, Pennsylvania.
Earle is a member of the South Shore Chamber of Commerce and his philanthropic activities include working with South Shore Hospital as a member of their President's Circle. In his personal time, Earle is an avid outdoorsman and enjoys skiing, golfing, and boating.
A long-time resident of the Duxbury/Marshfield community, Earle is the proud father of three children, Earle III, Brenton, and Erin.
Julie Patterson joined Centinel Financial Group, LLC in January 2000, working as a Marketing Assistant to two of the Firm's leading Financial Advisors. This enabled her to learn and understand the broad realm of financial planning, with particular concentration on the investment platform offered through Signator Investors, Inc.
As Julie's experience and knowledge broadened, she became involved at a Firm level with FINRA and John Hancock Financial Network compliance. Upon achieving her Life, Accident & Health license as well as her FINRA Series 6, 63 & 26, Julie was promoted to the role of our firm's Compliance Specialist in November 2003 and obtained her Series 7 in April 2004.
In the summer of 2004, an opportunity arose to assist the Firm in their recruiting efforts. With much enthusiasm, Julie felt as though she could tackle this important task. Recruiting is the lifeblood of a financial services Firm, and she prides herself on being able to effectively explain the career to prospective candidates. Julie guides every candidate through the recruiting process, and into the Firm's thorough training program. Then in 2010, was further challenged by developing the Operations Department, focusing on driving new account setup, interviewing, hiring and training key administrative personnel, and consulting with Advisors on utilizing systems and technology within their respective practices.
Julie was raised in Waltham, Massachusetts and currently lives in Burlington with her family. A committed volunteer for the American Cancer Society, Julie has also coached girls' soccer. A former equestrian, Julie's hobbies include riding horses as well as playing soccer and golf.
Since joining Centinel Financial Group, LLC in 2000, Ana H. Rito has been an integral part of our firm's management team and a valuable asset in ensuring that our operations run smoothly and efficiently.
Born in Portugal, Ana moved to the United States in 1977 with her family. She attended Elmira College in New York where she studied accounting.
Ana lives in Lowell, MA with her husband, Geoff, and their daughters, Nina and Ella. In her spare time, Ana volunteers with several community organizations and enjoys spending time with her family and friends. An avocational singer, Ana has performed with the Masterworks Chorale as well as the Boston Pops Holiday Chorus.
*Not registered with Osaic Wealth, Inc. Incorporated.
Director of Supervision
4 Elements of an Estate Strategy
Retirement and Quality of Life
A New Way to Look at Your Bucket List