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Wendy Jo Bellerive
Wendy Jo Bellerive, CFP®, CRPS®, AIF®

Wendy has been a financial advisor since 2001. Her previous experience as a Branch Administrator, senior client service representative and sales assistant provided an ideal foundation for her eventual decision to become an advisor. Her attention to detail, good listening skills and great empathy are qualities most appreciated by her clients. Her pursuit of professionalism has enabled her to build long term relationships with all of her clients.

The focus of Wendy's practice is retirement planning for individuals and 401(k)'s for small and medium size businesses. She currently holds her Chartered Retirement Planning Specialist designation with the College for Financial Planning and is an Accredited Investment Fiduciary with fi 360.

Professional Experience

2010-Present
1996-2010
2001-2010
1996-2001

1992-1996


1986-1992



1984-1986
Cobblestone Financial Advisors, President
Morgan Stanley Smith Barney
          Financial Advisor/Financial Planning Specialist
          Branch Administrator

Goldwell of New England
          Executive Assistant to the President/General Manager

Shearson Lehman Brothers
          Senior Client Service Representative
          Sales Assistant

State Mutual Life Assurance
          Equity Products Accounting Assistant

Education/Distinctions
  • Assumption College
  • Chartered Retirement Planning Specialist (College for Financial Planning)
  • Securities Licenses (Series 7, 63, 24)
  • Accredited Investment Fiduciary
  • State of Massachusetts Insurance (Life Health Variable Annuity Licenses)
  • Smith Barney (Financial Planning Specialist)
  • State Mutual LOMA Program (Foundations of Life and Health Certification)
  • H & R Block (Income Tax Preparation Certificate)


John Cooney
John Cooney, MBA, AAMS®

John has been a financial advisor since 2004. His twenty-four years of experience as an entrepreneur/executive has positioned him to understand and direct the financial planning matters of small business owners and high net worth individuals. His proven skills in operations, marketing, consulting and finance have provided him with the necessary tools to assess each business situation. John has advised business owners from multiple industries in the sale of their companies resulting in the management of their investment portfolios.

Professional Experience

2010- Present
2009-2010
2006-2009
2004-2006
1986-2004
Cobblestone Financial Advisors, Vice President
Morgan Stanley Smith Barney
Smith Barney
Legg Mason Wood Walker
Cooney Cable Associates, President

Education/Distinctions
  • MBA, Babson College
  • BA, College of the Holy Cross
  • Securities Licenses (Series 7, 66)
  • Accredited Asset Management Specialist (College for Financial Planning)
  • State of Massachusetts Insurance (Life Health Variable Annuity Licenses)
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 Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cobblestone Financial Advisors and Cambridge are not affiliated.

State Licenses:
John B. Cooney
FL, MA, NC, NJ, NY, SC, VT, CO

Wendy Jo Bellerive
CA, CO, CT, FL, IL, MA, MI, NH, NJ, NY, NC, OH, SC, VA, VT, DC, WA, WV
 


Check the background of this financial professional on FINRA's BrokerCheck.