Our Team

Why Enterprise Wealth Services?

Enterprise Wealth Services is a team of trusted local professionals who can provide the financial expertise, education, and experience you need with the personal service and community focus you want. Enterprise Wealth Services is founded upon the same guiding principles of Enterprise Bank. As your trusted local team, we measure our success in relationships, not transactions. Unlike large corporate investments firms, we're sized for more personal and responsive service. Our team is vested in our community. We live and work in the communities we serve, and we are committed to enriching and improving those communities through our work at Enterprise Wealth Services and through charitable work and community service initiatives.

Paul J. Landry

Paul J. Landry, CPFA™, AIF®

Retirement Plan Advisor/Vice President

plandry@cfnmail.com

Paul joined Enterprise Wealth Services in 2017, bringing with him nearly 20 years of experience in the financial services industry. His career began at Smith Barney's Corporate Client Group as a financial planning and marketing associate. He currently holds FINRA Series 7, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network®, in addition to his life, accident, and health insurance licenses.

Prior to beginning his career in the financial services industry, Paul honorably served in the U.S. Marine Corps. He currently resides in Amesbury with his wife and three boys.

Sophie Sun

Sophie Sun

Wealth Services Assistant

ssun@cfnmail.com

Sophie joined Enterprise Bank in October 2002, in the Loan Documentation department as a loan documentation representative II. In March 2011, she transferred to Enterprise Wealth Services to work as a wealth services assistant.

Sophie has earned her FINRA Series 6 and 63 securities registration (held through Commonwealth Financial Network®). Sophie received her associate degree in 1995 from Middlesex Community College in Lowell, with a concentration in business administration. She is working toward earning a bachelor's degree from the University of Massachusetts Lowell.

Sophie's responsibilities include supporting and assisting the team in an effort to reach our clients' goals.

Commonwealth Financial Network

Working with Commonwealth Financial Network®, the largest privately held, independent broker/dealer in the nation, enables us to provide you with the highest level of investment manager products, technology, and services, but on a local and personal level. The fact that we've chosen to work with Commonwealth means that Enterprise Investment Services is also independent, free to act in your best interest without pressure to promote a particular product or strategy. Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients—not shareholders.

Commonwealth goes far beyond what's required of a broker/dealer; the entire organization is built around helping advisors do whatever it takes to serve their clients. It's that infrastructure—and the always expanding wealth of resources that it provides—that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.