Our Team

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.

Salvatore Mansueto, CFP®

Wealth Services Manager/Senior Vice President

Salvatore has 20 years of Financial Services experience. He holds the CFP ® designation and has his MBA from Babson College.  

As a CFP® Designation holder, Salvatore is committed to the Code of Ethics set forth by the CFP® Board and acts in a Fiduciary capacity, effectively putting his client’s needs first.

Salvatore utilizes a mindful approach to managing relationships. Services he provides includes (but are not limited to): Financial Planning, Investment Management, Retirement, Inheritance, Insurance, Estate and Charitable Planning, College Savings and Generational Wealth Transfer.   

Salvatore lives in Burlington MA with his wife and two children. He also holds a voluntary appointed position on the town of Burlington, MA Audit Committee. 


Rafael Svelti, CFP®

Senior Client Advisor & Sales Manager/Senior Vice President

Rafael is passionate about helping clients achieve their financial goals. He listens to and understands clients, then tailors strategies aligned with their values and long-term objectives. A CERTIFIED FINANCIAL PLANNERTM certificant, Rafael acts as a fiduciary when providing financial advice to clients and their loved ones by always acting in their best interest. He is fluent in English and Spanish.

With almost fifteen years in the financial services industry and eight additional years of management experience, Rafael joined us from JP Morgan Private Bank, where he successfully developed and managed relationships with individual and institutional clients. Previously, he worked in roles advising and helping clients at Clarfeld Citizens Private Wealth, Wells Fargo, and JP Morgan Chase. He has a B.B.A. in Accountancy from Baruch College. Rafael, his wife and two daughters live in Lowell, where they relocated from New York after falling in love with the city while visiting family.



Paul J. Landry, CPFA™, AIF®

Retirement Plan Advisor/Vice President

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.

Susan Gagne

Vice President/Client Service Manager

Sue is the senior member of the client service team delivering a superb experience to our individual and institutional clients. Sue provide seamless coordination between clients and their full wealth management team. Sue leads by example, personally engaging with clients to deliver exceptional service and partnering with team members to meet clients’ financial needs.

Sue joined Enterprise Wealth in 1992 in a role focusing on serving investment management and trust clients. Her care for and commitment to clients has earned her the trust and respect of clients and team members and advancing roles within Enterprise Wealth Management. Prior to joining Enterprise Bank, Sue worked in client service at Union National Bank’s trust department. Sue earned her associate degree in business administration from Castle/Rivier College. A life-long resident of Dracut, Sue is a volunteer with the Dracut Food Pantry, where she serves on the Board of Directors.

Sophie Sun

Wealth Services Assistant

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.