Gagne Wealth Management Group
James M Seretta
Financial Advisor
Get to know my dedicated team
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Merrill Joseph Gagne
Wealth Management Advisor
Merrill has spent the last 15 years building the Gagne Wealth Management Group from the ground up. Surrounding himself with extraordinary advisors and associates creating a culture that always puts the client first. Focusing on goal oriented financial planning, every portfolio the organization builds is unique to the clients goals, moral and ethical values, and risk tolerance.
Merrill graduated from the Isenberg School of Management at the University of Massachusetts in 2007. He majored in Finance and Economics with a specialization in Investments. Early on, Merrill was honored as a top producer at Northwestern Mutual including #1 in the Platinum Category for the Eastern Region. He has also received National Quality Awards, National Association of Insurance and Financial Advisors Quality Awards, and Top of Table. He holds an Investment Advisor designation in Massachusetts and 25 other states across the United States. He also holds a series 6, 7, 63, and 65.
Dana R Barrows
CLU®, ChFC®, J.D.
Estate & Business Planning Specialist
As an Estate and Business Planning Specialist, Dana will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Dana is also a fee-based advisor. He is compensated for the time and expertise invested in designing and implementing your personal financial plan. Dana Barrows works with business owners and estate owners throughout New England and beyond, often teaming up with other professional advisors to create the best result for you.
Personal
After college, both my wife and I returned to live in our hometown of Greenfield to help with our ageing parents. After realizing what a great place Western Mass is to raise a family, we put our roots down. Martha and I have raised three wonderful children, Christina, Stephanie and Nicholas.
I enjoy spending as much time as possible with my family. Whenever I get the chance though, I am an avid fly fisherman for both fresh and saltwater game fish.
Professional
During my junior year in college, I took advantage of an internship opportunity with Northwestern Mutual. It gave me the chance to work in the business world and to earn money to help pay my way through college. Working with different people every day and having an impact on their lives made choosing my career with Northwestern over the other job opportunities an easy one. The satisfactions of the relationships I've built up over the last four decades is the bonus for making the right choice back in 1981.
Today, the major focus of my business is making introductions to my partner Merrill Gagne, Wealth Management Advisor for the Northwestern Mutual Wealth Management Company here in Greenfield. Our goal is to provide the highest level of wealth management and planning services, the type you would expect in a Boston or New York City office, right here in Franklin County!
Years of Experience
Representing Northwestern Mutual since 1981.
Education
American International College - Business Administration (Bachelor of Science)
Awards and Recognition
- Million Dollar Round Table Provisional Member (1994)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying Member (1996, 1998-1999)
- National Association of Insurance and Financial Advisors Quality Award (2011, 2013-2014)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (1984-1990, 1993-1996, 2000-2003)
- Award recognizing persistency and performance
- National Sales Achievement Award (1986-1987, 1989-1990)
- Award recognizing performance
Here are my areas of expertise
Financial Planning
Business Planning & Succession
Estate Planning
Retirement Planning & Income Strategies
Disability Planning for Physicians & Dentists
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
