Bob Caron, CPWA®

Senior Wealth Advisor, Director

Nashua, NH



  • Certified Private Wealth Advisor® professional


Work Experience

  • Partners with individuals, families, and organizations to develop and implement a financial plan centered around their goals and preferences
  • Served as Senior Manager of Portfolio Advisory Services at Fidelity Investments, where he worked for 21 years and was responsible for supervising a team of RIAs with $9 billion in assets under management


Life Outside of MAI 

  • Enjoys walking his dog, working out, and traveling abroad



  • Southern New Hampshire University, BS in Business Administration

We look forward to learning about your financial goals.