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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Connecticut involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Connecticut?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Connecticut to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Connecticut financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Connecticut

Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860-245-5078

Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

Rob Hoynes

Hoynes Financial Group, LLC

1157 Highland Ave
Suite 105

Cheshire, CT 06410

203-271-0222

Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich, CT 06831

203-987-6227

Beth London

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032

860-269-3330

Douglas A. Kartsen

DAK Financial Services

11 Wintergreen Ln

860-269-8130

Robert Tubridy

CT Financial Partners

447 Naubuc Ave
Suite 109

Glastonbury, CT 06033

860-430-9064

List of Additional Financial Advisors in Connecticut*

* Additional advisor listing is provided in partnership with Yext

Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Adriatic Wealth Management LLC

1266 E Main St
Suite 7004

Stamford, CT 06902
203-539-6256

Gus Kalivas - Ameriprise Financial Services, LLC

44 Old Ridgefield Rd
Ste 216

Wilton, CT 06897
203-454-5400

Christopher Coppola III - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Daniel Freddino - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Beat Ryff

500 East Main Street

Branford, CT 06405
203-483-3132

Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Anthony Fabrizio

1055 Post Road

Fairfield, CT 06824
203-254-5141

Joseph Irizarry - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0717

Michael Pici - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8081

BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
203-763-1430

The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

Chad D Lombardi - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2162

Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7111

Morgan Stanley Financial Advisors

5 Fort Rachel Place

Mystic, CT 06355
860-536-8118

Nancy S Daoud - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

First Suffield Bank | a division of PeoplesBank

1380 Mountain Road

West Suffield, CT 06093
860-668-3958

Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7020

Edward Jones - Financial Advisor: Sandra Larson

28 Market Square

Newington, CT 06111
860-665-0346

Ross Mannino - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-661-1817

Lee Hunter - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4344

Joseph Thornton - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

Michael Domingos - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Terence "TJ" Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4803

Matthew Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0244

The Bassock Wealth Management Team - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Couzens, Domingos, Allen & Associates - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Philip Bensley - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1038

The Gottlieb Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5161

Charles Olson

1310 Silas Deane Highway

Wethersfield, CT 06109
860-280-2688

Eric Moreira

15 Chesterfield Rd
Ste 1

East Lyme, CT 06333
860-691-3082

Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

The G & R Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0700

Steven Greco, CIMA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1531

William Lewis - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7276

Holly Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4887

Jacob Betteridge

470 Bank St

New London, CT 06320
860-444-4903

Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3041

Allstate Personal Financial Representative: Theodore Grieder

1880 E Main St

Waterbury, CT 06705
203-757-9009

Dan Donato - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2110

Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

David Lalich - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-275-8310

Pam McGinley - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-861-5712

The Boudreau Murphy Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7025

Real Estate - Demo

30 Hebron Ave
Building E

Glastonbury, CT 06033
860-951-2033

Allstate Personal Financial Representative: Richard Sklenka

298 S Main St

East Windsor, CT 06088
860-677-4952

Executive Wealth Consulting Partners - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4649

PeoplesBank

1 Turkey Hills Road

East Granby, CT 06026
860-653-9416

The Neville Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0777

Philip R Gordon - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0707

Patrick O'Connor

61 Shunpike Rd

Cromwell, CT 06416
860-638-4412

Ashley Noonan

127 Washington Ave

North Haven, CT 06473
203-234-6578

Lisa Abdel-Samed

8 E High St

East Hampton, CT 06424
860-645-1950

Paul Duquette

834 Washington St

Middletown, CT 06457
860-638-4407

Connecticut Capital Managment Group, LLC

2 Schooner Lane
Unit 1-12

Milford, CT 06460
203-877-1520

Jeff Gaggin - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4839

Karen Goersch - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4351

McCary Anheuser Wealth Management

15 North Main Street
Suite 100

West Hartford, CT 06107
860-761-1000

Kyle W. Egress - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7144

Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

RGB Financial

16 Spring Lane

Farmington, CT 06032
860-678-7350

Kathryn Genovese

1187 Boston Post Rd

Westbrook, CT 06498
860-399-3193

Hyman Glasman

53 Greenwich Ave

Greenwich, CT 06830
203-389-3983

Alexander Bijanada - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1831

Rob DeWaele - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6040

Howard Financial & Associates

105 Prospect Ave

West Hartford, CT 06106
860-236-4228

Dominick Santoro | LPL Financial

83 Wooster Heights Road
Suite 125

Danbury, CT 06810
203-431-2224

Thomas Fruin - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7145

David Hannah - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7151

Compass Rose Strategic Partners LLC

426 Boston Post Road
Suite A

Waterford, CT 06385
860-437-7600

Pillar Plan Financial

345 Highland Avenue
Suite 101

Cheshire, CT 06410
203-237-5696

Opus: Advice First - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Alexander Davidson - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4855

Farmingbury Financial Services, LLC

724 Wolcott Road
Suite 5

Wolcott, CT 06716
203-879-1994

Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
203-293-1790

RJS Financial Group

41 Kings Highway Box 3

Gales Ferry, CT 06335
860-464-0433

Spurstone

15 Ensign Drive

Avon, CT 06001
860-264-1111

Stifel | Metcalf, Cole & Masopust Wealth Management Group

465 Heritage Road
Suite 2

Southbury, CT 06488
203-586-4505

Fiscal Dynamics, Inc

314 Farmington Ave

Farmington, CT 06032
860-677-1753

Raymond Wealth Management

360 North Main St
Suite 4

Southington, CT 06489
203-271-9220

Frank Lockwood - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7257

Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
860-399-8202

Christopher Borajkiewicz - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
860-980-3168

Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0807

Scott Mintz - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

Deborah Tata - Ameriprise Financial Services, LLC

530 Middlebury Rd
Ste 204B

Middlebury, CT 06762
203-758-2456

Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
860-801-6046

The Mintz Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

Doug Veillette - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2109

Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
203-239-5370

Connect Financial Group, LLC

30 Suffield Street

Windsor Locks, CT 06096
860-640-0668

Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0779

Cetera Investors - Richard Risley

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

William A Rasmussen - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Matt Sykes - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4622

Robert Brody - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1050

Hammond Iles

100 Great Meadow Road
Suite 701

Wethersfield, CT 06109
860-258-2600

Will Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9308

Jordan Sullivan

2165 Dixwell Avenue

Hamden, CT 06514
203-288-2932

Karl M Anderson - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3037

Andrew Deck - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5141

Naomi Bourque

119 East Putnam Avenue

Cos Cob, CT 06807
203-861-4042

First Suffield Bank | a division of PeoplesBank

6 National Drive

Windsor Locks, CT 06096
860-627-6773

First Suffield Bank | a division of PeoplesBank

30 Bridge Street

Suffield, CT 06078
860-668-3950

Bryan Lauriat - Ameriprise Financial Services, LLC

628 Hebron Ave
Ste 301

Glastonbury, CT 06033
860-430-1780

Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

Humphrey & Roccon Wealth Management - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

Henry Cormier - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

Andrew Armour Bassock - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Andrew Patrick Boone - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3362

Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6071

Bellara & Associates L.L.C.

MERRITT 8 CORPORATE PARK 99 Hawley Lane
Ste.1400

Stratford, CT 06614
203-385-5137

Joan Kenney-Romano - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

The TOPP Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-226-4731

Theodore Schaaf

117 Boston Post Rd

Waterford, CT 06385
860-440-4291

Patrick J Shannon - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1805

Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

James Pelgrift - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3090

Thomas E Hobin

194 Amity Rd

Woodbridge, CT 06525
203-389-3990

Stefano Cacciola

1310 Silas Deane Highway

Wethersfield, CT 06109
860-257-0772

Covenant Wealth Advisers

345 Highland Avenue
Unit 101

Cheshire, CT 06410
203-271-9114

Goosehead Insurance - Benjamin Hoisington

57 Dodge Ave

North Haven, CT 06473
860-724-4168

Alexandre Demetrio - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2003

Christopher Richards - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6097

Erin Candler

40 Quality Street

Trumbull, CT 06611
203-338-7202

Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
860-440-3373

Joseph J Matthews - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5165

Jonathan Root - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Joann Keller

850 Main Street

Bridgeport, CT 06604
203-338-7153

Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5185

Kate Daly Rietberg - Ameriprise Financial Services, LLC

12 Devine Rd

Suffield, CT 06078
860-254-5099

Stephen Sayegh

500 Shelton Avenue

Huntington, CT 06484
203-926-8356

Glenn Ufland - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
203-823-9114

Lester Butnick - Ameriprise Financial Services, LLC

224 New London Tpke

Glastonbury, CT 06033
860-652-9227

David R Adams - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4863

Elma Dunn, CRPC - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3314

Sabrina Angiolillo

1055 Post Road

Fairfield, CT 06824
203-256-4290

ARCH Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4618

Edmund Tuska

3395 Main Street

Stratford, CT 06614
203-338-7206

Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
203-588-9444

Shiman Partners

15 North Main Street
Suite 100

West Hartford, CT 06107
860-263-3620

Christopher Dursi

143 Federal Road

Brookfield, CT 06804
203-359-6039

George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5151

Darrell Fox - Ameriprise Financial Services, LLC

500 Bridge St
Ste 8

Groton, CT 06340
203-823-9114

Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1016

Peter S. Humphrey - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

Matthew Couzens - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
860-432-7233

Richard H. Streisfeld - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3001

Daniel Buzzanca

1940 Black Rock Turnpike

Fairfield, CT 06824
203-338-7108

Robert Daly

401 Monroe Turnpike

Monroe, CT 06468
203-261-1232

Brett Cavalieri - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4861

The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

Carlton Higbie - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4643

Keith Albert - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Keith Somers - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
203-617-1501

Christian A Templeman - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4882

Robert Maquat

850 Main Street

Bridgeport, CT 06604
203-661-7397

Michael L Feinstein - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-610-8234

Burr Capital Advisors

10 North Main Street
Suite 213

West Hartford, CT 06107
860-678-6260

Cetera Investors - Ken Chase

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

Pennell Wealth Advisors

200 Mountain Road
Suite 2

Farmington, CT 06032
860-674-0603

Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6035

Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
203-743-0131

Harrison Buxton, CPM?, CTFA - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2034

Boone Macaluso Partners - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3384

David Ring - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Harpin Capital Mgmt., LLC

14 Plains Road

Essex, CT 06426
888-387-1149

Robert Baptist

371 Post Road East

Westport, CT 06880
203-254-5150

John Grayeski

40 Quality Street

Trumbull, CT 06611
203-338-7203

Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
203-968-2812

Amy Mooney - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4841

Jeff Jolly - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Ned Kelly - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5146

Paul Duquette

40 Welles Street

Glastonbury, CT 06033
860-633-2731

Ernest J Asprelli Jr. - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2164

William Curry - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4877

Uptal Parekh

1013 Farmington Avenue

West Hartford, CT 06107
860-280-2999

CT Financial Partners

447 Naubuc Avenue
Suite 110

Glastonbury, CT 06033
860-213-8315

Matthew Kennelly - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7134

Main Street Financial Group, LLC

777 Echo Lake Road
Suite J

Watertown, CT 06795
860-945-2633

Mario Bartoli

190 Broad Street

Milford, CT 06460
203-876-8438

P.C. Planning & Benefits, Inc.

12 Rocklyn Ct.
Suite 101B

West Simsbury, CT 06092
860-651-1569

The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1009

Cassandra Marie Ducey, CFP - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2112

Robert Ceccarelli - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1827

Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Kevin A Tucker - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-983-5526

Hartford, CT Branch Office - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1500

James Mc Cabe - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

Morgan Stanley Financial Advisors

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-661-3330

Samuel M Fox IV - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1808

Richard Rohr - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7242

Christopher L Fry - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Richard J D'Amato - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-628-5813

A.J. Garstang - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

MJC Wealth Management - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

Michael Snow - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2146

Envision Financial Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1043

Laura Fish-Kelly - Ameriprise Financial Services, LLC

180 Glastonbury Blvd
Ste 105

Glastonbury, CT 06033
860-421-3330

Eng Zorena Wealth Consulting Group - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3343

Peter Velcofsky - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Richard R Mc Mahon - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2132

Lawrence B Schiffman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3023

J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6928

John Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4348

Michael C Riley - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Matthew Bragg - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1537

Peter Razzino - Ameriprise Financial Services, LLC

4 Corporate Dr
Ste 480

Shelton, CT 06484
203-225-0805

The Ceccarelli Hursh Group - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-387-1211

Michael Long - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0757

The Centre Harbour Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4681

Jason Warnke - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0007

Norman Cotteleer - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-289-2301

Terry F Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4884

James Parker, CRPC - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2108

Jonathan Ingalls - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2138

John Hursh - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1828

Jean Roccon Rohm, CPM - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2006

Denise Manning - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2140

Matthew Ellis - Ameriprise Financial Services, LLC

945 Main St
Ste 305

Manchester, CT 06040
860-533-0063

Michael Chaffee - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

Sean Allen - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Steven Hahn - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Sherrie L Deveau - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

Mark Jones - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Richard J Vogler - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

William Andrian

221 Norwich -New London Tpke

Uncasville, CT 06382
860-848-1208

Debra Steinmetz - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

David Bouffard - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Greco Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4646

Integrated Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8037

Diane Lee Bearce - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
203-755-2222

Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
203-349-4355

First Command Financial Advisor - Bill Eldridge

400 Bayonet St
Suite 306

New London, CT 06320
860-437-1230

John Ryan - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2122

Joel E Blum - Ameriprise Financial Services, LLC

191 Main St

Old Saybrook, CT 06475
860-391-0299

Morgan Stanley Financial Advisors

741 Boston Post Rd

Madison, CT 06443
203-499-4900

William Robert Nemphos - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

Bunting and Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Eric Carter - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1073

Matthew Clements - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

BAUER WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

Theresa Cavalier

15 South Main St.

West Hartford, CT 06107
203-974-5175

Nicole Bowler Pecknold - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Nicholas Difalco - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4350

Brian Maitland

856 Cromwell Ave

Rocky Hill, CT 06067
860-257-0738

Nicholas Guiditta - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

Charles Weidmuller - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4892

Raymond Panek

318 State Street

Bridgeport, CT 06604
603-334-6735

Marc Dynder - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Robert Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Steven Haas - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

Manly Church - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

Matthew Webber - Ameriprise Financial Services, LLC

1495 Black Rock Tpke
Ste 2A

Fairfield, CT 06825
203-307-5237

Kevin M Prell - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

Paul Scileppi - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

Thomas P Collins Jr - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Earle Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7141

Rasmussen & Davis Wealth Advisory Group - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Camille Gagliardi - Ameriprise Financial Services, LLC

57 N Main St

West Hartford, CT 06107
860-313-1313

Edward Pardon - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4338

Morgan Stanley Financial Advisors

1229 Post Road

Fairfield, CT 06824
203-319-5140

The Harbor Pilot Group - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

Six Point Wealth Advisors - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

The Walz Team - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4939

Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

Kevin Porter, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1017

Robert Cusano - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8028

Corey Seaquist - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4913

Sharon Leigh Alleman, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4656

Allan Jay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0844

Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7022

Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0245

Arnel Gonzales - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-349-4347

The Waterline Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

Urso & Rahmeier

35 Cold Spring Road
Suite 312

Rocky Hill, CT 06067
860-563-2727

Morgan Stanley Financial Advisors

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7100

Richard J. Smalley - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4834

John Read

23 Broadway Ave

Mystic, CT 06355
860-572-4767

Susan Sheinhaus - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6948

Morgan Stanley Financial Advisors

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0700

Morgan Stanley Financial Advisors

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6900

Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

Allstate Personal Financial Representative: Christopher Sprague

767 Wolcott St

Waterbury, CT 06705
267-218-1965

Robert Patten - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2581

Robert Lenihan - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7275

Michael Shannon Stryker - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2045

Kirk Knudsen, CFP - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3315

David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

James A. Crawford, CFP - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2055

John M Picard - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

The Fairchester Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

Ted Davis - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Century Wealth Partners - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3339

Patrick J Skelly - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1832

David Johnson - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5181

The Kyriakos Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-326-7108

Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6065

Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7016

Allstate Personal Financial Representative: Albert Pignatello

20 Maple Street Ext

Kent, CT 06757
860-927-3399

Kim Bechtold - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4333

Fasi Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8006

New London, CT Branch Office - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2003

Allstate Personal Financial Representative: John Patterson

360 E Center St

Manchester, CT 06040
860-647-8118

Jonathan Frucce, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1572

Christopher Dibble - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4860

Georgetown Financial Group Inc.

73 Redding Road

Redding, CT 06896
203-544-9300

The Perry Egress Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7149

Leslie Williams - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5163

The Snetro Group - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2115

Marc D Danais - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0751

Steven Rountos - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3039

George Welker III - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3038

Steven W. Sherman - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6009

The Gioffre Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3080

Laurie Golden-Jeffrey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4817

Corinne H James - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4673

Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6951

Morgan Stanley Financial Advisors

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970