Our Advisors

When you partner with MountainOne Investments, you have access to a group of local, knowledgeable, dedicated professionals, motivated to helping you manage your financial life. By working as a collaborative team, we’re able to integrate your important life decisions into a simplified financial strategy that will meet your goals today and set you up for success tomorrow.

To help make that happen, we’ve assembled a highly knowledgeable team with diverse specialties. This gives us the resources to address a wide range of investment needs for both businesses and for individuals. And, in turn, it gives you complete satisfaction and a reason to be loyal to MountainOne Investments.

Rob Abel
AIF®
Financial Advisor
Williamstown
Brendan Bullett
Financial Advisor
North Adams
Jason Dohaney
Financial Advisor
North Adams
Jay Durand
CFA®
Financial Advisor
North Adams
Doris Karampatsos
CFP®
Financial Advisor
Williamstown
Lisa Lamb
CFP®
Financial Advisor
Williamstown
Shawn Leonard
Financial Advisor
North Adams
Tom McKeon
CFP®, ChFC®, CLU®
Financial Advisor
Pittsfield

Insurance and Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

The financial advisors of MountainOne Investments offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. MountainOne Bank is not a registered broker-dealer or Registered Investment Adviser. MountainOne Bank, MountainOne Insurance and Commonwealth are separate and unaffiliated entities. MountainOne Investments’ main office is located at 85 Main Street, Suite 110, North Adams, MA  01247.  (413) 664-4025

This communication is strictly intended for individuals residing in the states of
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.