Peter M. Fahey, Jr.
Financial Advisor
Pete joined Commonwealth Financial Network in August 2017 after nearly 17 years as a Financial Advisor with Wells Fargo Advisors, but Pete began his career as a financial advisor with A.G. Edwards in 2001. (A.G. Edwards eventually became Wells Fargo Advisors.) Prior to joining A.G. Edwards, Pete was a Director for a Boston-based technology consulting firm where he was responsible for the formation and execution of merger and acquisition strategy. Pete also has experience as a financial analyst for a boutique investment bank advising companies on initial public offerings (IPOs), secondary equity offerings and mergers and acquisitions.
Pete and Philip McCaull have worked together in a formal partnership since their earliest days together at A.G. Edwards in 2001. This was long before the team approach was widely regarded in the industry as an advantage for clients. Pete and Philip believed that two heads were better than one, and that a team approach would provide clients the best service and solutions.
Today, Pete and Philip continue to utilize their institutional backgrounds to manage portfolio risk, create custom asset allocation strategies and help clients manage their wealth. Pete and Philip often advise clients on retirement income strategies, college funding solutions and wealth and estate transfer strategies.
After Pete earned a B.A. in History at Dartmouth College, he lived in Sun Valley, ID before moving to Boston to work in commercial real estate. Today, Pete lives in Norwich with his wife Justine and their three children, Hailey, Noah and Zander. Pete is an active member of the Friends of Dartmouth Lacrosse Advisory Board, where he once served as President. For more than 10 years, Pete has volunteered as a youth lacrosse coach in Norwich and Hanover, and he is an active member of the Friends of Hanover Lacrosse. When his kids were younger, Pete was also a volunteer ski coach for the Ford Sayre development ski program. Pete has also been a volunteer at the Upper Valley Haven with his wife, Justine, as part of their healthy eating initiative. When not working or coaching, Pete is passionate about the outdoors, spending most of his free time mountain biking, skiing and fly fishing.
Philip A. McCaull
Financial Advisor
Philip joined Commonwealth Financial Network in August 2017 after spending nearly 17 years as a Financial Advisor with Wells Fargo Advisors. Philip began his career as a financial advisor with A.G. Edwards in 2001. (A.G. Edwards eventually became Wells Fargo Advisors.) Prior to joining A.G. Edwards, Philip was a consultant with Cambridge Associates in Boston, providing investment consulting services to large endowments, foundations and hospitals including several clients with $1 billion+ investment portfolios. Philip also has experience as a strategy consultant in Deloitte Consulting Group’s Boston office.
Philip and Pete Fahey have worked together in a formal partnership since their earliest days together at A.G. Edwards in 2001. This was long before the team approach was widely regarded in the industry as an advantage for clients. Philip and Pete believed that two heads were better than one, and that a team approach would provide clients the best service and solutions.
Today, Philip and Pete continue to utilize their institutional backgrounds to manage portfolio risk, create custom asset allocation strategies and help clients manage their wealth. Philip and Pete often advise clients on retirement income strategies, college funding solutions and wealth and estate transfer strategies.
After graduating from Dartmouth College with a B.A. in Religion, Philip returned to his hometown (Memphis, TN) to found an award-winning non-profit organization called Hands On Memphis, which provided direct, “hands-on” volunteers to organizations helping the needy. Philip then returned to the Upper Valley to attend Dartmouth’s Tuck School of Business where he earned an MBA.
Philip and his wife Stephanie now live in Norwich with their two children, Kate and Drew, and two dogs, Gus and Obie. Philip has been an active member of several community service organizations and is currently the chairman of the board at the Montshire Museum of Science. Philip is a former board member of the Hanover Co-op Food Stores, Hanover Rotary Club and The Howe Library. In his spare time, Philip enjoys coaching his kids’ basketball and baseball teams and passionately rooting for the St. Louis Cardinals and Memphis Grizzlies.
Jessica A. Filiault
Director of Client Services
Jessica began her career with Commonwealth Financial Network in August 2017 when she helped Pete and Philip open a new office in Lebanon, NH. Before coming to Commonwealth, Jessica began her career as a receptionist at A.G. Edwards in 1989. Advancing quickly, Jessica became the first ever Client Service Associate within the Hanover office of A.G. Edwards, supporting five Financial Advisors at the time. As the office expanded in the years that followed, Jessica was responsible for hiring and training all new staff members.
Jessica became a Registered Client Associate after passing her Series 7 exam in 2000, allowing her to expand her client service capabilities. By 2009 A.G. Edwards had become Wells Fargo Advisors, and Jessica was promoted to Complex Operations Manager, overseeing the operations of several Wells Fargo Advisors offices in Vermont and New Hampshire. Jessica passed her Series 9/10 exams as a part of this new role, qualifying her to supervise these offices. After a few years in her new role, Jessica was eager to get back to working directly with clients, which has always been her true professional passion, so she transitioned into the role of Senior Registered Client Associate – Vice President.
Over the course of her 28-years with A.G. Edwards and Wells Fargo Advisors, Jessica successfully helped hundreds of clients with their financial needs and developed deep personal relationships in the process. Her dedication and professionalism were recognized on multiple occasions. She was awarded the Service Distinction award, the Team member of the Month award, and most recently the Team Member of the Year award, which was awarded to only 134 employees nationally at a firm with more than 20,000 employees.
Jessica lives in Grantham, NH with her husband Keith and children Emily, Stephen, Colin, Brady and Faith.