Joseph R Soucy | Modern Woodmen Financial Representative

Joseph R Soucy

FICF, FFSC, RICP®, ChFC®

Joseph R Soucy

FICF, FFSC, RICP®, ChFC®

Managing Partner

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Joseph R Soucy
About me

About me

About me

Who I am at and outside of work

My family includes…

my wife, Jeanne, our six children and nine grandchildren.

I'm a member of…

the American Legion and the Knights of Columbus.

In my free time you'll probably find me…

learning something new, spending time with family or doing something outside.

My greatest blessing is…

my family.

“I serve members in Massachusetts, New Hampshire and Vermont, with a concentration on (but not limited to) Boston's North Shore, the Merrimack Valley and Southern New Hampshire. I also help members in Connecticut.”
Our team

Our team

Our team

Who & how we serve

Our team includes…

over 40 financial professionals throughout New England.

We serve members in…

all six New England states with a special focus on the Merrimack Valley of Massachusetts and New Hampshire, as well as southern Maine.

We’re passionate about…

the common bonds that connect our members and their communities: 1. Financial security, through life insurance, retirement planning and financial services. 2. Quality family life, through fraternal member programs and activities. 3. Community impact, through local volunteer projects that make a difference where members live, work and play.

We focus on…

our core values: positive energy, stewardship, teamwork, discipline, respect and trust.

We're unique because…

we’re a strong, vibrant district that spends many hours improving quality of life for our members and the communities where we live.

Our current career opportunities include…

financial representative and aspiring financial advisors.

Community impact

Community impact

Community impact

How we make a difference

We feel it’s important to support the communities we serve because…

as community leaders, we believe it’s our responsibility.

We feel strongly about supporting our communities at a local level. One way we're able to make a positive impact is through Modern Woodmen activities and programs. We especially enjoy:

answering the call for our local nonprofit organizations and community leaders, supporting our first responders and military, and recognizing the unsung heroes who work to make eastern New England the best place for families to thrive.

Current insights

Current insights

We’re looking for financial representatives who want more than a job - they want a purpose. We provide: • Comprehensive training & ongoing mentorship. • The ability to make a meaningful impact in people’s lives. • A supportive team that celebrates your wins. Interested? Contact me today.

Today I received this unexpected gift from one of my team (AI generated, of course). It touched my heart. Thank you, Andrew Vollaro.

Layoffs are in the news. According to Newsweek and other sources, one wirehouse is laying of 2,500 employees. That is 3% of its global workforce. Conversely, Modern Woodmen is growing. We offer a career opportunity where YOU control your destiny. Here, your future is not determined by some algorithm. Here, YOU are in the driver's seat. If you are facing career instability, give me a call at 978-479-7880. I'll listen to your concerns and discuss whether you may be a fit for our member owned organization.

What's on your bucket list? Answer below. Looking to cross things off in 2026? I can help! From buying a house to planning a dream vacation, we'll work together to create a saving plan that supports your goals.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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