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Adam Zandonella


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Adam Zandonella  

Financial Adviser*

Adam delivers comprehensive wealth management services to clients to help them grow and protect their assets as well as achieve their goals. 

Professional

He works primarily with individuals and families to offer in-depth analysis of their investment portfolios, concentrated positions and retirement plan investment options to assist them in making sound investment decisions.

Before becoming a Financial Advisor, Adam worked at Bain Capital, where he specialized in the firm’s Co-investments group. Earlier, he was at Ernst & Young, focusing on assurance services for clients in Banking & Capital Markets as well as Wealth & Asset Management.

In 2023, Adam was honored with the New York Life Boston General Office Rookie of the Year Award. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), and a qualifying member of the Million Dollar Round Table (MDRT)1.

Education

Adam holds a Bachelor’s degree in Accounting with a minor in Finance from Fairfield University’s Dolan School of Business and also holds a MBA degree from Boston University’s Questrom School of Business.

Community

Adam currently serves on the Hopkinton Chamber of Commerce Board of Directors. He is also involved with Hopkinton’s local YMCA where he’s a Community Board Member and participates in the MetroWest YMCA’s Finance Committee.

Personal

Adam married his college sweetheart Jillian. They have three beautiful children together and reside in Hopkinton, Massachusetts. In his spare time, Adam enjoys spending time with his kids, coaching their youth sports teams and relaxing at the Cape with his extended family.

If you’d like to learn more about Adam and how he may be of service to you, you can call or email him any time to schedule a consultation.

Franklin Office


308 W Central Street, Suite A
Franklin, MA 02038

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Call: 508.279.4100

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Bridgewater Office


Two Lakeshore Center, 2nd Floor
Bridgewater, MA 02324

Disclosure

David Mcguire is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4239478), CT, FL, GA, MA, MD, ME, NC, NH, NJ, NY, RI, TN, TX, VA, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, David Mcguire is licensed and authorized to offer insurance in California, but McGuire & Wright Financial Group LLC may not be. For additional information on California licensure status, please click here.

David Mcguire is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 308 W Central St Ste A, Franklin, MA, 02038, 508-279-4100. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, MA, MD, NC, NH, NY, RI, TN, TX, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

David Mcguire is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, FL, GA, MA, MD, NC, NH, NY, RI, TN, TX, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

McGuire & Wright Financial Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither McGuire & Wright Financial Group LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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  • WHO WE ARE
    • Meet Our Team
    • Meet Our Extended Team
  • EXPERTISE
    • Who We Serve
    • Investments
    • Our Process
  • RESOURCES
    • Newsletters
    • Helpful Links
  • LET'S CONNECT
  • CLIENT LOGIN
    • Wealth Management and eMoney
    • Eagle Strategies/NYLIFE Securities
    • New York Life
    • American Funds

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