Broker Check

Our Team

Peter A. Lounsbury, Jr.

Financial Consultant

[email protected]

The investment climate has never been more exciting or more challenging than it is today. 

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:

  • College planning - long-term planning to ensure you’re ready when your children are
  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals
  • Long-term care - to ensure that you and your heirs are well cared-for
  • Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
  • Variable and fixed annuities - for tax-deferred growth potential
  • Life insurance - providing financial protection for your loved ones

If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact me, by phone or email. I can help you make sense of today’s investment climate.

Karen Purvis

Client Service Administrator

Experience

Graduated from Massachusetts College of Liberal Arts in 2003. Studied Business Administration, with a concentration in marketing. Karen was chapter president of Delta Mu Delta Business National Honor Society for superior achievement in Business Administration and graduated MCLA with honors Cum Laude.

Prior to joining Lounsbury Wealth Management Karen worked for Beth Israel Deaconess Medical Center as a Radiology Image Archive Assistant for the past 3 years and was responsible for verifying and recording patient information following stringent HIPPA and hospital standards pertaining to patient privacy and confidentiality. Prior to working at Beth Israel, Karen worked for over 10 years at General Dynamics Information Technology in Needham MA. Karen’s primary responsibility was supporting government defense contracts as the Contract Administrator. In this role Karen was responsible for the day to day administration of the contract and the tracking of customer purchase/work orders working with both end clients and internal departments and business units to ensure the greatest value for each contract that she worked with.

Personal

Karen was raised in Franklin MA and resides in Franklin MA with her Husband Phil and their children Brendan and Madison. Karen enjoys spending quality time with her husband and two children vacationing in Maine and Florida. Karen is an avid Red Sox and New England Patriots fan and enjoys hosting pre-game parties with friends.