The Blair Agency

Private Wealth Platform

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Our Private Wealth Group (PWG) on staff and through our Capitas Financial affiliation brings a unique team of subject matter expertise. Their vast experience in helping ultra-high net-worth individuals achieve their dynastic, philanthropic, business, and wealth transfer objectives serves as a powerful planning force to assist financial advisors.

Meet Our Team

Chuck Wold

Chuck Wold, Director of Wealth Management

Chuck is a member of our Private Wealth Management Group

Chuck brings over 36 years of experience working in the financial services industry. He’s spent his career working with Financial Advisors, Bankers, CPAs, Life Insurance Professionals and Attorneys on a national basis.

He is extremely knowledgeable in the complex area of wealth transfer strategies and legacy planning for high net worth families. Chuck is frequently called upon by professional advisors across the country to assist them with their high net worth clients.

Damien Glennon

Damien Glennon, MSF, MSFP, ChFC®, CLU®

Damien is a member of our Advanced Planning Group.

Damien holds a M.S. degree in Finance as well as a M.S. in Financial Planning from the McCallum Graduate School of Business and a B.A. in Finance from Bentley College. Damien is a Chartered Financial Consultant® as well as Chartered Life Underwriter®, and is currently pursuing his CFP® designation. Damien resides with his wife Megan in North Andover, Massachusetts.

Paul Stevenson

Paul B. Stevenson, JD, LLM, CLU, ChFC , CVA

Paul is a member of our Advanced Planning Group.

Paul received an undergraduate degree (BA-Psychology) from the University of Minnesota in 1967, an law (JD) degree from William Mitchell College of Law in 1974, a Master of Law degree (LLM) in Taxation from New York University in 1980, a Master of Science in Financial Services degree (MSFS) from the American College in 1980, a Master of Science degree in Finance (Financial Analysis concentration) from the College for Financial Planning (CFFP) in 2009 and a Master of Science degree in Finance (Investment Management Concentration) from Golden Gate University (GGU) in 2012.

In 2008, Paul was awarded the professional designation of Certified Valuation Analyst (CVA®). This designation, which is awarded by the National Association of Certified Valuators and Analysts (NACVA), recognizes the recipient’s professional knowledge and expertise in the business valuation discipline.

He holds the professional designations of Chartered Life underwriter (CLU) and a Chartered Financial Consultant (ChFC) and is a member of the National Association of Certified Valuators and Analysts (NACVA).