Our Team

William Sturges | Wealth Management Advisor

William Sturges has been in the financial services industry for over 20 years and with DCU Financial for over a decade. He utilizes his experience to provide clients with the highest quality of service possible. Bill has been a trusted advisor to hundreds of individuals and families and has helped them work towards their financial goals. Bill's prior industry experience includes working at Fidelity Investments and Bear Stearns.

Currently, Bill enjoys assisting Digital Federal Credit Union members with their financial needs in our Littleton, MA branch. Bill's contribution to DCU Financial goes beyond money and wealth management, as his focus remains on the customer experience and customer satisfaction.

Education

  • North Adams State College - BA in Sociology

Securities Registrations
(Held through LPL Financial)

  • Series 7, 63 & 66

    Judith Henry, CFP® | Wealth Management Advisor

    Judith Henry is a CERTIFIED FINANCIAL PLANNERTM with over 20 years in financial services including 10 years as a Registered Securities Representative. As an LPL Investment Advisor Representative (IAR), she manages clients' long-term investment portfolios, provides retirement planning services, and assists clients with implementing appropriate withdrawal strategies.

    Judy is an active member of several professional organizations, including the Financial Planning Association and Boston University Alumni Club. She is also passionate about volunteering in her community. For example, Judy provides pro bono financial counseling and tax return preparation to military families. She also conducts "Financial Fire Drill" seminars at local libraries that provide information on financial planning for various life situations, including illness and job loss.

    Judy has been a dedicated member of the DCU Financial team since 2006. She applies her experience, knowledge, and passion to each client's personal financial situation and enjoys assisting clients in working towards their long term financial goals.

    Education

    • Boston University - BS in Business Administration
    • Boston University - Certificate in Financial Planning

    Securities Registrations
    (Held through LPL Financial)

    • Series 7, 63 & 65

      Edward Smith, CFP® | Wealth Management Advisor

      For more than a decade, Ed has helped thousands of people build strategies to work toward achieving their financial dreams. His passion for the families and businesses he works with is evident in the planning process he undertakes. To ensure understanding of their needs and expectations, he listens to their past experiences during a comprehensive analysis of their current situation. Ed then designs and implements a personalized strategy to pursue their future goals.

      Ed focuses on helping clients with retirement accumulation and distribution strategies. As part of a team, he is able to provide a higher level of service and quicker response times to client's immediate needs. Ed also assists members with education planning, risk management, and providing insurance solutions.

      Prior to joining the DCU family in 2005, Ed assisted clients at one of the top retail stock brokerage firms and one of the largest insurance companies in the country. The knowledge Ed gained from both specialties in the financial services industry provide him a unique perspective to enhance client relationships.

      Ed's devotion to the community is evident in the numerous business, civic, and educational associations where he volunteers time. His core values of integrity and attention to detail are attributed to his service with the U. S. Marines.

      Education

      • Johnson & Wales University - BS in Entrepreneurship

      Securities Registrations
      (Held through LPL Financial)

      • Series 7, 66

        Jacqueline Crawford-Ross | Financial Consultant

        Jacqueline prides herself on building long term relationships with her clients. Her areas of practice included retirement planning, investment planning, education planning, life insurance and long term care insurance. Every individual and family presents unique situations, and Jacqueline’s goal is to always listen and provide an appropriate strategy. Before advising on any sort of action plan, Jacqueline will set up an initial consultation to learn more about the client’s wants and needs, family and/or business situation, short term and long term goals, fears and concerns, and questions. From there, Jacqueline will create a unique strategy that most appropriately fits the client.

        Prior to joining DCU Financial, Jacqueline was a Financial Advisor with Edward Jones. Outside of her financial consulting life, Jacqueline enjoys spending time with her husband and teaching dance to competitive dancers.

        Education

        • Northeastern University - BS in Accounting and Finance 

        Securities Registrations
        (Held through LPL Financial)

        • Series 7, 66

          Daniel McCarthy | Financial Consultant

          Dan has built a solid track record of outstanding service within the financial services industry for over 20 years. He has worked in the financial services field in both retail and wholesale capacities for several national firms including JP Morgan Chase and Edward Jones.

          Dan takes the time to listen and ask the questions necessary to customize a plan for your financial future. Dan's experience includes stocks, bonds, mutual funds, life, disability and long term care insurance. With clients ranging from executives to students, he will help you develop a strategy that fits your needs and goals.

          Outside of the office, Dan enjoys spending time with his lovely wife Laura and their six children.

          Education

          • Bentley University - BS with a concentration in Economics and Finance

          Securities Registrations
          (Held through LPL Financial)

          • Series 7, 63 & 66

            Nicholas Kakas | Financial Consultant

            Nick Kakas brings more than 12 years of investment experience as a Financial Consultant to DCU Financial. He specializes in providing a variety of tax efficient investment strategies for his clients to not only plan for today, but also to make adjustments for tomorrow’s potential changes. Working closely with business owners, business professionals, and retirees (or soon to be), Nick makes sure his clients are on pace for their investment and retirement goals and if not, recommends strategies to get them back on track.

            By constantly monitoring progress and providing feedback when necessary, Nick builds and maintains strong relationships with each of his clients. Nick resides in Walpole with his wife and two children.

            Education

            • Bryant College - BA in Business Administration with a concentration in Finance

            Securities Registrations
            (Held through LPL Financial)

            • Series 7, 63 & 65

              Mark Lynch | Financial Consultant

              Mark Lynch strives to assist his clients as they pursue their most important personal and financial goals. Prior to joining DCU Financial, Mark was a Financial Advisor with Merrill Lynch. He has been working as a Registered Securities Representative for a decade and brings a comprehensive planning approach to helping clients with their financial goals. Whether your goals include retirement planning, generating income, tax reduction strategies or college education funding, Mark is committed to helping you pursue them.

              Education

              • Bentley University - BS in Finance

              Securities Registrations
              (Held through LPL Financial)

              • Series 7, 66

                John Meuse | Financial Consultant

                John has been a Registered Securities Representative in the financial services industry for close to two decades. Prior to joining DCU Financial, John held positions at Charles Schwab, Fidelity Investments and Evergreen Funds. John currently covers our Fitchburg, Leominster and Worcester branch locations.

                Education

                • Salem State College - BS in Finance

                Securities Registrations
                (Held through LPL Financial)

                • Series 7, 6, 63 & 66