Our reputation is built on a strong foundation of core values shared among the principals, our associates, and our clients.

Our reputation is built on a strong foundation of core values shared among the principals, our associates, and our clients.

Helping you grow and protect your wealth.

Simon J. Heslop, CFA®  |  Managing Partner

Simon joined Financial Strategy Associates, Inc., as a managing partner in 2014. Simon brings a passion for excellence and 20 years of financial services experience to the company. He works with clients in all stages of life on realizing their financial vision. He has a history of developing targeted investment portfolios to help investors meet their long-term objectives and truly enjoys the process of getting to know each FSA Wealth Management client.

Simon is responsible for all of the investment management and research activities of the firm. He spent much of his career designing and managing investment portfolios, where he developed a keen understanding of client needs. Simon applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success.

Previously, Simon designed and researched investment portfolios for Fidelity Investment’s Strategic Advisors division and founded a private wealth management firm. Most recently, he developed and managed a multibillion-dollar asset management platform for Commonwealth Financial Network®. As a portfolio manager, he was the expert that other financial advisors turned to for their client needs. Simon is happy to provide that same expertise directly to FSA Wealth Management’s clients.

Simon earned his undergraduate degree in engineering from Union College and an MBA from Northeastern University and holds the Chartered Financial Analyst® designation.

Outside of work, Simon enjoys spending time with his wife, Alicia, and his three children, Rebecca, Kate, and Jack. He is an avid builder and furniture maker and enjoys the art of designing and building custom projects. An outdoor enthusiast, Simon enjoys cycling, hiking, and skiing. He has taken part in a number of community service activities, including a role on the Newfield School Board’s Budget Advisory Committee.

Simon J. Heslop, CFA®  |  Managing Partner

Simon joined Financial Strategy Associates, Inc., as a managing partner in 2014. Simon brings a passion for excellence and 20 years of financial services experience to the company. He works with clients in all stages of life on realizing their financial vision. He has a history of developing targeted investment portfolios to help investors meet their long-term objectives and truly enjoys the process of getting to know each FSA Wealth Management client.

Simon is responsible for all of the investment management and research activities of the firm. He spent much of his career designing and managing investment portfolios, where he developed a keen understanding of client needs. Simon applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success.

Previously, Simon designed and researched investment portfolios for Fidelity Investment’s Strategic Advisors division and founded a private wealth management firm. Most recently, he developed and managed a multibillion-dollar asset management platform for Commonwealth Financial Network®. As a portfolio manager, he was the expert that other financial advisors turned to for their client needs. Simon is happy to provide that same expertise directly to FSA Wealth Management’s clients.

Simon earned his undergraduate degree in engineering from Union College and an MBA from Northeastern University and holds the Chartered Financial Analyst® designation.

Outside of work, Simon enjoys spending time with his wife, Alicia, and his three children, Rebecca, Kate, and Jack. He is an avid builder and furniture maker and enjoys the art of designing and building custom projects. An outdoor enthusiast, Simon enjoys cycling, hiking, and skiing. He has taken part in a number of community service activities, including a role on the Newfield School Board’s Budget Advisory Committee.

Gavin Morrissey, JD, LLM, AIF® |  Managing Partner

Gavin has spent the past 18 years providing comprehensive financial and estate planning guidance to financial advisors across the country, in an effort to continuously improve the lives of their clients. He began his career with Commonwealth Financial Network in 1998 where he served in various roles with the majority of his tenure providing estate and financial planning advice to financial advisors seeking guidance for their clients’ most complex issues. Most recently, Gavin served as the senior vice president of wealth management, overseeing the investment management, research, and financial planning teams. Throughout his career, Gavin has been a contributor to several financial and news industry publications, including ThinkAdvisor, MarketWatch, InvestmentNews, and the Wall Street Journal.

Gavin joined FSA Wealth Management in 2016 as an opportunity to apply his expertise in a manner that directly assists clients reach their financial goals. He applies the disciplines learned through his education to provide tax-efficient holistic solutions that are customized to each clients’ needs.

Gavin earned his undergraduate degree in economics and finance from Lafayette College, a juris doctorate (JD) from Thomas Jefferson School of Law, and a Master of Law in taxation (LLM) from the University of San Diego School of Law and holds the Accredited Investment Fiduciary (AIF®) designation.

Gavin and his wife, Nikki, are parents to two girls, Cailin and Teagan. When not working, Gavin can be found shuttling his children to various sporting events, including swimming, lacrosse, basketball, and soccer games. He is also an active member in his community volunteering at various school and sporting events in addition to serving on the board as chair and treasurer of Commonwealth Cares, a public charity located in Waltham, Massachusetts.

Jimmy Morris, CFA®, AIF®  |  Managing Partner

Jimmy joined FSA Wealth Management in 2019, bringing over 40 years of experience in investment management and customized financial planning services. Prior to his role at FSA, he served for decades as owner and Managing Director of Financial Management Associates, LLC. 

Jimmy works primarily with families, individuals, and business owners to keep their financial lives in order. He takes great satisfaction from helping his clients make the most of their lives: being ready to pay for children’s education, planning for retirement, and tackling challenges that may arise along the way. He also provides financial guidance to nonprofits and endowments. 

Jimmy earned a BS in accounting from the business school at Syracuse University. He has also earned the CERTIFIED FINANCIAL PLANNERTM certification and the Accredited Investment Fiduciary (AIF®) designation. He is a member of the Financial Planning Association and the National Association of Life Underwriters. 

In his free time, Jimmy is an avid martial artist and enjoys teaching two forms of Chinese Martial Arts, Tai Chi Chuan and Baguazhang, as well as Modern Arnis, a martial art and sport of the Philippines. He also enjoys skiing, sailing, and music—in particular, playing the piano and recorder. 

Jimmy Morris, CFA®, AIF®  |  Managing Partner

Jimmy joined FSA Wealth Management in 2019, bringing over 40 years of experience in investment management and customized financial planning services. Prior to his role at FSA, he served for decades as owner and Managing Director of Financial Management Associates, LLC. 

Jimmy works primarily with families, individuals, and business owners to keep their financial lives in order. He takes great satisfaction from helping his clients make the most of their lives: being ready to pay for children’s education, planning for retirement, and tackling challenges that may arise along the way. He also provides financial guidance to nonprofits and endowments. 

Jimmy earned a BS in accounting from the business school at Syracuse University. He has also earned the CERTIFIED FINANCIAL PLANNERTM certification and the Accredited Investment Fiduciary (AIF®) designation. He is a member of the Financial Planning Association and the National Association of Life Underwriters. 

In his free time, Jimmy is an avid martial artist and enjoys teaching two forms of Chinese Martial Arts, Tai Chi Chuan and Baguazhang, as well as Modern Arnis, a martial art and sport of the Philippines. He also enjoys skiing, sailing, and music—in particular, playing the piano and recorder. 

Meagan Rogers, CFA®, CFP® |  Financial Planner

Meagan joined FSA Wealth Management in October 2018 as an investment advisor and Financial Planner.  She brings almost 15 years of investment management experience to the team with a specific expertise in fixed income.  Prior to her role at FSA, Meagan was the Director of Fixed Income Research at Commonwealth Financial Network. Here, she and her team were responsible for building and managing the fixed income research process.  She specialized in providing market insight, building custom portfolios, and creating investment strategies to complement the unique planning needs of Commonwealth’s Independent Financial Advisors and their clients.  Meagan joined Commonwealth after several roles as a high-yield research analyst at firms such as Babson Capital Management and Fidelity Management & Research Company during the first 7 years of her career. 

Meagan has a unique background, in that she earned both a Chartered Financial Analyst® designation as well as the CERTIFIED FINANCIAL PLANNER ™ certification, following her Undergraduate Degree in Finance from the University of Massachusetts at Amherst.  Her in-depth knowledge in investment management as well as across financial planning disciplines, gives her a unique perspective into all that goes into the comprehensive financial planning process.  This helps her effectively and efficiently work with clients to achieve their personal goals. 

Outside of work, Meagan enjoys spending time with her young family. She is an avid reader, who enjoys most genres of both fiction and non-fiction. She and her husband love to find small, independent bookstores wherever they travel.  Meagan also loves to cook, volunteer, and be by the ocean. 

Carol Owens |  Client Relationship Manager

Carol joined FSA Wealth Management in 2008, and has served as FSA’s client service cornerstone.  Her contributions to the daily operations of the firm are extensive and lead to long-term improvements.  Carol is deeply involved with solving clients’ account issues, managing operational work flow and helping to advance marketing and communications efforts.

Since moving to Massachusetts in 1989, Carol has worked in numerous positions in the Human Resources field at companies in the Boston area.  She also served as an Operations Manager in the financial services industry, specializing in 401K plan operations, while earning her undergraduate degree in Business Administration from Boston College. Prior to joining FSA Wealth Management, she owned and operated a successful family business.

Outside of work, Carol enjoys spending time with her teenage son and visiting her extended family in West Virginia.

Carol Owens |  Client Relationship Manager

Carol joined FSA Wealth Management in 2008, and has served as FSA’s client service cornerstone.  Her contributions to the daily operations of the firm are extensive and lead to long-term improvements.  Carol is deeply involved with solving clients’ account issues, managing operational work flow and helping to advance marketing and communications efforts.

Since moving to Massachusetts in 1989, Carol has worked in numerous positions in the Human Resources field at companies in the Boston area.  She also served as an Operations Manager in the financial services industry, specializing in 401K plan operations, while earning her undergraduate degree in Business Administration from Boston College. Prior to joining FSA Wealth Management, she owned and operated a successful family business.

Outside of work, Carol enjoys spending time with her teenage son and visiting her extended family in West Virginia.

Copyright © 2017 |  Financial Strategy Associates 144 Gould Street, Suite 120, Needham, MA 02494 | 781.455.1020

Investment advisory services offered through FSA Wealth Management, a Registered Investment Adviser.