Meet the team

Phone: 781-884-2345
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About George T. Clarke

George brings extensive domestic and international experience in the financial services industry to U.S. Wealth Management. In addition to his role as Chief Financial Officer of U.S. Wealth Management, he is a Board Director of Holbrook Cooperative Bank.

George previously served as Executive Vice President, Chief Financial Officer, and Director at Moors & Cabot, Inc. While at Moors & Cabot, he was an Allied Member of the New York Stock Exchange. He also has served as Senior Vice President and Controller at UST Corp. and held senior positions with Bank of Boston and Coopers & Lybrand in Boston and London, UK.


  • Bachelor of Science in Accounting from Bentley University
  • Master of Science in Finance with a concentration in the Management of Financial Service Institutions from the Carroll School of Management at Boston College
  • Certified Public Accountant
  • Personal Financial Specialist credential holder


  • Member of the American Institute of Certified Public Accountants
  • Member of Personal Financial Planning section
  • Member of Massachusetts Society of Certified Public Accountants
  • Member of Financial Planning Association
  • Member of Financial Executives International
  • Former member of the New England Banking Institute’s Accounting Advisory Board


George T. Clarke is not affiliated with LPL Financial.  Investment advice offered through U.S. Financial Advisors, a registered investment advisor.  U.S. Financial Advisors and U.S. Wealth Management are separate entities from LPL Financial.

George T. Clarke, CPA/PFS™, MSF and Alan D. Reese, CFP®, CPA are not affiliated with LPL Financial.