Experience Makes all the difference
Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.
Frank "Buzz" Moore
Senior Vice President - Wealth Management
Senior Portfolio Manager
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203-862-2185
David Louis Levine, CFP®, ChFC®, CLU®, CIMA®, CPWA
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Retirement Plan Consultant
Wealth Advisor
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203-376-1414
Jeffrey Adam Miller
First Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
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203-862-2118
Manuel F. Melendez
Senior Vice President - Wealth Management
Financial Advisor
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787-775-4367