Finance & Investing is pleased to announce The Top 50 Financial Advisors of Connecticut for 2022. The insurance and finance industry composes a fifth of Connecticut’s gross domestic product and in addition to industries like real estate, advanced manufacturing, and aerospace, it forms the backbone of the state’s economy. However, Connecticut is also home to many other thriving sectors in bioscience, green energy, technology and digital media. From Fortune 500 companies to pioneering start-ups, established leaders to emerging innovators, Connecticut welcomes it all. The state’s array of rapidly advancing industries is what positions it for continued growth for years to come. This year’s awardees have accomplished outstanding results in their field providing guidance and allowing their clients to confidently pursue their financial goals today and in the future.
Among this year’s awardees is Robert A. Westley, Senior Regional Wealth Adviser for Northern Trust who is frequently sought after as a wealth management and tax expert in the national financial media. Awardee Elizabeth Angelone, Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management, is among a select and highly qualified group of only 200+ Merrill Lynch advisors who hold the Retirement Benefits Consultant™ designation. Also awarded is Timothy Kelly, Executive Director and Financial Advisor for UBS Financial Services, who has over 38 years in the industry and draws on his experience through economic ups and downs, wars, stock market crashes, and cultural revolutions to provide clients with an uncommon level of service and insight.
We applaud these individuals for their hard work and outstanding commitment to putting their clients' best interests first with their fiduciary advice. Please join us in celebrating the accomplishments of The Top 50 Financial Advisors of Connecticut for 2022.
1. Henry Cooperman
SVP of Wealth Management & Financial Advisor, Morgan Stanley
Henry Cooperman is a Senior Vice President of Wealth Management and Financial Advisor at Morgan Stanley, a multinational investment management and financial services company with offices in more than 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley is a global leader in executing transactions in cash equity and equity-related products for institutional clients around the world. These products include common stocks, global depository receipts and exchange-traded funds. The main areas of business for the firm today are institutional securities, wealth management and investment management.
Cooperman has 18 years of experience and began his career in 2004. Prior to joining Morgan Stanley, Cooperman was an SVP of Wealth Management and Financial Advisor at UBS and before that an SVP at Wells Fargo Advisors. Earlier in his career he worked with Sovereign Bank as a financial advisor. Cooperman graduated from Baruch College with an undergraduate degree in marketing.
2. Brian O'Connor
Senior Financial Advisor & Senior Vice President, Merrill Lynch Wealth Management
Brian O'Connor began his professional career 15 years ago. Today, he is the Senior Financial Advisor and Senior Vice President of Merrill Lynch Wealth Management, one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of clients’ needs to help clients pursue the lives they want. With a deep commitment to placing clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to clients’ needs in many areas of their financial lives. The strategies that Merrill financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies.
O'Connor is driven by his passion for delivering excellent service and helping clients pursue their goals. He follows the deep-seated Merrill tradition of participating in the communities they serve and spends much of his free time volunteering with organizations in his community. O’Conner graduated from Fairfield University with an undergraduate degree.
3. Thomas Danilowicz
SVP of Wealth Management, Senior Portfolio Manager, & Financial Advisor, UBS Financial Services
Thomas Danilowicz is a Senior Vice President of Wealth Management, Senior Portfolio Manager, and Financial Advisor at UBS Financial Services, the multinational diversified financial services company headquartered in Zurich and Basel. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centers as the largest Swiss banking institution and the largest private bank in the world. UBS client services are known for its strict bank–client confidentiality and culture of banking secrecy. They are involved in virtually all major financial activities, including retail and commercial banking, investment banking, investment management, and wealth management. Apart from private banking, UBS provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients with international service. It manages the largest amount of private wealth in the world, counting approximately half of the world's billionaires among its clients. Danilowicz has 45 years of experience and began his career in 1977.
4. Elizabeth Angelone
Senior Financial Advisor and Senior Vice President, Merrill Lynch Wealth Management
Elizabeth Angelone began her professional career 30 years ago. Today, she is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of its clients’ needs to help clients pursue the lives they want. With a deep commitment to placing clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to clients’ needs in many areas of their financial lives. The strategies its financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies.
Angelone graduated from Rollins College with an undergraduate degree.
5. Timothy Kelly
Executive Director and Financial Advisor, UBS Financial Services
Timothy Kelly is an Executive Director and Financial Advisor at UBS Financial Services. With four interdependent divisions, UBS operates across the globe, and is the world's largest and only truly global wealth manager. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice. Clients have access to a wide range of products from the world’s leading third-party institutions that complement UBS’s own offerings.
Kelly entered the industry over 38 years ago and has witnessed everything from economic booms and busts, wars, stock market crashes and cultural revolutions. Collectively, these experiences gave Kelly a valuable perspective on life as well as investing, and he uses that to provide clients with an uncommon level of service and insight to address complex needs with the best of what UBS has to offer. He first got his start in 1979 as an SVP at Paine Webber. From there, he went on to UBS Investment Bank as executive director, his most recent position prior to joining UBS Financial Services. Kelly graduated from Florida State University with an undergraduate degree in English.
6. David Rosenberg
Managing Director of Investments and Senior Financial Advisor, Wells Fargo Advisors
David Rosenberg is a Managing Director and Senior of Investments Financial Advisor of Wells Fargo Advisors. He first joined the company in 1999. Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, they help their clients succeed financially. For them, their Financial Advisors and thousands of other team members, it's a commitment. It's about honoring their relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm that has experience and expertise, and an uncompromising dedication to its clients.
Previously, Rosenberg was a VP of investments at PaineWebber and before that an investment advisor at Chemical Investment Services. Rosenberg earned a MA in finance from The Wharton School and an undergraduate degree in history from Brandeis University.
7. Douglas Veillette
Financial Advisor and Managing Director, Veillette Donato and Associates
Douglas Veillette is the Financial Advisor and Managing Director of Veillette Donato and Associates. At Ameriprise Financial, they have helped their clients feel confident about their financial futures for more than 125 years. Their network of more than 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Veillette has 10 years of experience. He began his career in 2012.
Veillette graduated from Boston College with an undergraduate degree in finance and marketing.
8. Michael Devivo
Financial Advisor and Managing Director, Ameriprise Financial Services
Michael Devivo is a Financial Advisor and Managing Director at Ameriprise Financial Services. He first joined the company in 2017. Ameriprise Financial Services, LLC offers financial advisory services. It offers estate, employee benefits, business succession, retirement, tax, and financial planning, as well as risk assessment and portfolio management services. The company has helped millions of clients feel confident about their financial futures for more than 125 years. Its network of approximately 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. Ameriprise believes that with the right advisor, the right advice, and the right firm, life can be brilliant. The company has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Previously, Devivo was a financial planner, financial services executive, and investment advisor representative at MassMutual. Earlier in his career he worked with MetLife as a financial professional. Devivo earned an undergraduate degree in international business from the State University of New York College at Plattsburgh.
9. Robert A. Westley
Senior Regional Wealth Adviser, Northern Trust
Robert A. Westley, CPA/PFS, CFP, is a senior regional wealth adviser at Northern Trust for the Northeast region. Westley specializes in the development, implementation, and oversight of financial, estate and tax plans for high-net-worth individuals, senior executives, and multi-generational families. He works closely with clients to help optimize their wealth within a goals-based construct utilizing financial modeling and analytics.
Before joining Northern Trust in 2015, Westley was a Senior Tax Consultant in Deloitte’s New York City Private Wealth practice. Westley is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and a Personal Financial Specialist (PFS). He is frequently sought after as a wealth management and tax expert in the national financial media and has been featured in the Wall Street Journal, New York Times, Washington Post, Barron's, Chicago Tribune, CNBC, Market Watch, Kiplinger, and USA Today. Westley is an active member of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA), and Financial Planning Association. He serves on several AICPA Personal Financial Planning Committees and Task Forces, including the National CPA Financial Literacy Commission.
10. John Anastasia
Financial Advisor and Managing Director, Ameriprise Financial Services
John Anastasia is a Financial Advisor and Managing Director at Ameriprise Financial Services. Ameriprise Financial Services, LLC offers financial advisory services. It offers estate, employee benefits, business succession, retirement, tax, and financial planning, as well as risk assessment and portfolio management services. The company has helped millions of clients feel confident about their financial futures for more than 125 years. Its network of approximately 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. Ameriprise believes that with the right advisor, the right advice, and the right firm, life can be brilliant.
Anastasia believes in offering a holistic approach to helping his clients plan for their financial future. He works with clients and their families across multiple generations to offer strategies to help build and sustain wealth and establish legacy. Anastasia has 36 years of experience and began his career in 1986. Prior to joining Ameriprise Financial Services, Anastasia was an SVP and investment officer at Wells Fargo Advisors and before that an SVP of investments, and complex manager at Merrill Lynch / Advest. Earlier in his career he worked with Paine Webber as a financial advisor. Anastasia graduated from Florida Southern College with an undergraduate degree in finance.
11. Joel Blum
Financial Advisor and President, Ameriprise Financial Services
Joel Blum is a Financial Advisor and President at North Cove Capital of Ameriprise Financial Services. He first joined the company in 2014 as a Financial Advisor and Managing Partner of Coastal Wealth Management. Ameriprise Financial, Inc. is a diversified financial services company and bank holding company that provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise reaches beyond standard financial and retirement plans to provide a personalized financial advice strategy that is right for clients. Its clients and their goals are at the center of the company. That’s why Ameriprise is proud to be named the #1 Most Trusted Wealth Management Company. Ameriprise Financial is committed to giving back to its communities by supporting organizations whose shared goal is to improve the lives of individuals from all walks of life.
Previously, Blum was a VP and Wealth Management Advisor at Merrill Lynch Wealth Management (now Bank of America Corporation). Blum earned an undergraduate degree in business economics from The State University of New York College - Oneonta.
12. Nigel De'ath
Senior Vice President, Branch Director and Financial Advisor, RBC Wealth Management
Nigel De'ath is a Senior Vice President, Branch Director, and Financial Advisor at RBC Wealth Management. He first joined the company in 2010. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families, and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, they serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of their global reach, their deep capabilities, and an integrated team of experts, they aim to bring the best possible solutions to their clients.
Previously, De'ath was a financial advisor at Smith Barney and before that a
senior manager of strategic planning and business development at Carrier Corporation. Earlier in his career he worked with Saturn Corporation (a division of General Motors) as a project engineer of Engine Group. De'ath earned an MBA in finance from the University of Michigan - Stephen M. Ross School of Business and an undergraduate degree in mechanical engineering from Cornell University.
13. Patrick Colligan
Financial Advisor and Managing Director, Ameriprise Financial Services
Patrick Colligan began his professional career 27 years ago. Today, he is a Financial Advisor and Managing Director at Ameriprise Financial Services. Ameriprise Financial Services, LLC offers financial advisory services. It offers estate, employee benefits, business succession, retirement, tax, and financial planning, as well as risk assessment and portfolio management services. The company has helped millions of clients feel confident about their financial futures for more than 125 years. Its network of approximately 10,000 financial advisors delivers personalized financial advice to help clients reach their goals. Ameriprise believes that with the right advisor, the right advice, and the right firm, life can be brilliant. The company has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Ameriprise serves customers globally.
Colligan first got his start in 1995 as a Vice President at Merrill Lynch. From there, he went on to Smith Barney, before eventually rising to Senior Director of Investments at Oppenheimer & Co. Inc., his most recent position prior to joining Ameriprise Financial Services. Colligan graduated from Keene State College with an undergraduate degree in economics.
14. John Pasacreta
Senior Financial Advisor and Managing Director, Wells Fargo Advisors
John Pasacreta began his professional career 13 years ago. Today, he is a Senior Financial Advisor and Managing Director at Wells Fargo Advisors, headquartered in St. Louis. At the end of the day, they help their clients succeed financially. For them, their Financial Advisors and thousands of other team members, it's a commitment. It's about honoring their relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm that has experience and expertise, and an uncompromising dedication to its clients.
Pasacreta first got his start in 2009 as an SVP at Morgan Stanley. He graduated from Iona College with an undergraduate degree in finance.
15. Kimball Bechtold
Financial Advisor and Managing Director, Ameriprise Financial Services
Kimball Bechtold began his professional career 40 years ago. Today, he is a Financial Advisor and Managing Director at Ameriprise Financial Services, a trusted financial firm that empowers one to enjoy the full and rich life earned. The company offers estate, employee benefits, business succession, retirement, tax, and financial planning, as well as risk assessment and portfolio management services. As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future. For more than 125 years, Ameriprise has been committed to putting its clients’ needs first.
Bechtold first got his start in 1982 as an SVP of investments at Morgan Stanley. He graduated from CW Post College with an undergraduate degree in business and management.
16. Marc Markovitz
Managing Sales Director and Financial Advisor, Barnum Financial Group
Marc Markovitz began his professional career 21 years ago. Today, he is a Managing Sales Director and Financial Advisor at Barnum Financial Group. Barnum Financial helps over a quarter million clients nationwide create wealth and make smart money decisions through their financial planning and consulting services. At Barnum Financial Group, they provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.
Markovitz first got his start in 2001 as a managing sales director, financial advisor and investment advisor representative at Barnum Financial Group, An Office of MetLife. Markovitz graduated from Bryant University with an undergraduate degree in business.
17. James Marlor
Partner and Financial Advisor, Baystate Financial
James Marlor is a Partner and Financial Advisor at Baystate Financial. Since they opened their doors in 1901, they’ve developed the experience and expertise to better understand what their clients need to be successful. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead
Marlor has 31 years of experience and began his career in 1991. Prior to joining Baystate Financial, Marlor was a managing partner and investment advisor representative at New England Financial Group. He graduated from The Citadel with an undergraduate degree in finance and general business.
18. Stefano Cacciola
Financial Advisor and Senior Vice President, People's United Advisors
Stefano Cacciola is a Financial Advisor and Senior Vice President at People's United Advisors, bringing hands-on, practical investment and wealth management solutions to individuals, families and organizations. Their advisors work locally throughout the Northeast delivering customized solutions that can help transform challenges into meaningful outcomes from investments and portfolio management to trust, estate planning and retirement. Founded more than 80 years ago, People’s United Advisors today is the successor organization to the investment, trust and specialized wealth management services that have served thousands of clients with informed insight and specialized expertise.
Cacciola has 15 years of experience and began his career in 2006. He graduated from Central CT State University.
19. Liz Schroder
Senior Vice President and Financial Advisor, RBC
Liz Schroder is a Senior Vice President and Financial Advisor at RBC. She first joined the company in 2008. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Their success comes from the 88,000+ employees who leverage their imaginations and insights to bring their vision, values and strategy to life so they can help their clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, they have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S., and 27 other countries.
Previously, Schroder was an SVP of wealth management specialist at Citigroup Smith Barney and before that a VP at Deutsche Bank Alex Brown. She earned an undergraduate degree in economics from Trinity College, Washington, DC.
20. Katherine Fibiger
Partner and Wealth Advisor, Stratos Wealth
Katherine Fibiger is a Partner and Wealth Advisor at Stratos Wealth, an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist its advisors in the execution of a full-service solution for their clients. Fibiger has 26 years of experience. She began her career in 1996.
Before joining Stratos Wealth, Fibiger was a financial planner and financial services executive at Barnum Financial Group and before that a financial consultant at AXA Advisors. Earlier in her career she worked with Navigant Consulting (Peterson Consulting) as a senior managing consultant. She graduated from Colgate University with an undergraduate degree.
21. Jonathan Evans
Senior Vice President and Financial Advisor, Morgan Stanley Wealth Management
Jonathan Evans is a Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management. He first joined the company in 2005. Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well-earned and rarely matched. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At Morgan Stanley, it puts clients first, focusing on their success and remaining committed to helping them reach their financial goals. Morgan Stanley Wealth Management harnesses the firm’s resources and unique capabilities to help clients build, preserve and manage their wealth at any stage of life.
Previously, Evans was an SVP and financial advisor at Merrill Lynch and before that a public accountant at PANNELL KERR FORSTER. He earned an undergraduate degree in accounting from Pace University Pleasantville Briarcliff Campus.
22. Lane Marmon
Senior Vice President and Financial Advisor, Wealth Enhancement Group
Lane Marmon is a Senior Vice President and Financial Advisor at Wealth Enhancement Group, a firm that delivers truly comprehensive financial guidance, all under one roof, so that their clients don’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
Marmon has 17 years of experience and began his career in 2005. Prior to joining Wealth Enhancement Group, Marmon was a senior associate at Rutkin, Oldham & Griffin, LLC, and before that a paralegal and associate at the Law Office of Paul Miklus. Earlier in his career he worked with ICON International, Inc. as a national broadcast junior buyer. He graduated from Fordham Gabelli School of Business with an MBA and from Boston College with an undergraduate degree.
23. David Banks
Executive Vice President and Financial Advisor, Janney Montgomery Scott
David Banks is an Executive Vice President and Financial Advisor at Janney Montgomery Scott, a leading financial services firm dedicated to putting client needs first. Janney provides advice to individual, corporate and institutional clients. Their expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity, and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management.
Banks has 24 years of experience and began his career in 1998. Prior to joining Janney Montgomery Scott, Banks was an SVP at Tucker Anthony Inc. He graduated from Fairfield University with an undergraduate degree in economics.
24. Joshua Kampf
Senior Financial Advisor and Managing Director, Merrill Lynch Wealth Management
Joshua Kampf is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, a financial services holding company whose principal subsidiary, Merrill Lynch, Pierce, Fenner & Smith Inc., is the largest retail brokerage house in the United States. Merrill is one of the largest wealth management businesses in the world. The strategies that Merrill financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies.
Kampf has 18 years of experience and began his career in 2004. He graduated from Johns Hopkins University with an undergraduate degree.
25. Scott Jeamel
Vice President and Senior Financial Consultant, Charles Schwab
Scott Jeamel is a Vice President and Senior Financial Consultant at Charles Schwab. He first joined the company in 1990. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. It has over 360 branches, primarily in financial centers in the United States and the United Kingdom. It is the 7th largest banking institution in the United States with over US$8.5 trillion in client assets. Its broker-dealer subsidiary, Charles Schwab & Co., Inc., and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, provides deposit and lending services and products. Charles Schwab is a different kind of investment services firm, one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of its clients. Since Day 1, Charles Schwab has always believed that when finding ways to improve the investing experience for clients, then business results will follow.
Jeamel earned an undergraduate degree in finance from Nichols College.
26. Joseph Byrne
Wealth Management Advisor & Senior Vice President, Merrill Lynch Wealth Management
Joseph Byrne is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He first joined the company in 2001. Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of clients’ needs to help clients pursue the lives they want. With a deep commitment to placing clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to clients’ needs in many areas of their financial lives.
Byrne earned an undergraduate degree from the University of Connecticut.
27. Jennifer Heims
Senior Vice President and Financial Advisor, Ameriprise Financial Services
Jennifer Heims is a Senior Vice President and Financial Advisor at Ameriprise Financial Services, a diversified financial services company and bank holding company that provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise reaches beyond standard financial and retirement plans to provide a personalized financial advice strategy that is right for clients. Its clients and their goals are at the center of the company.
Heims has 25 years of experience and began her career in 1997. Before joining Ameriprise Financial Services, Heims was a VP and Chief Compliance Officer at Cornerstone Capital Partners Inc NA and before that an investment banking and compliance officer at Kuhns Brothers Securities Corp. Earlier in her career she worked with Waterhouse Securities Inc as a fixed income trader. Heims graduated from Rutgers University with an undergraduate degree.
28. Robert Davis
Business Finance Advisor, Cigna
Robert Davis is a Business Finance Advisor at Cigna. Cigna aims to deliver affordable, predictable, and simple health care for its customers, patients, and clients. Cigna is a global health services company dedicated to improving the health, well-being, and peace of mind of those it serves. With more than 180 million customer and patient relationships in more than 30 countries and jurisdictions, Cigna is able to harness actionable insights that address whole-person health and drive better health outcomes. Its global workforce of more than 70,000 employees is dedicated to living its mission and being champions for its customers and communities. Davis has 19 years of experience and began his career in 2003.
Prior to joining Cigna, Davis was an AVP of IT Budget & Planning at AXA XL, a division of AXA and before that an IT expense analyst at XL Catlin. Earlier in his career he worked with Prudential Financial as a senior financial analyst. Davis graduated from The University of Chicago Booth School of Business with an MBA, and from the University of Hartford with an undergraduate degree in communications.
29. Abel Ramos
Financial Advisor and Branch Manager, Raymond James Financial Services
Abel Ramos began his professional career 31 years ago. Today, he is a Financial Advisor and Branch Manager at Raymond James Financial Services. Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Ramos first got his start in 1991 as a financial advisor at Paine Webber. He graduated from Sacred Heart University with an undergraduate degree in finance.
30. Adam Elgert
Senior Financial Advisor and Senior Vice President of Investments, Wells Fargo Advisors
Adam Elgert is a Senior Financial Advisor and Senior Vice President of Investments at Wells Fargo Advisors. He first joined the company in 2006. Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, they help their clients succeed financially. For them, their Financial Advisors and thousands of other team members, it's a commitment. It's about honoring their relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens.
Previously, Elgert was a financial advisor at BNY Mellon. He earned an undergraduate degree in economics from Iona College.
31. Evan Gilchrest
Executive VP of Wealth Management and Financial Advisor, Janney Montgomery Scott
Evan Gilchrest began his professional career 17 years ago. Today, he is an Executive Vice President of Wealth Management and Financial Advisor at Janney Montgomery Scott. Janney focuses on building strong client relationships, supported by a foundation of trust and performance. They provide advice to individual, corporate and institutional clients. Their expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity, and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management.
Gilchrest first got his start in 2005 as an investment associate at UBS. From there, he went on to Merrill Lynch Wealth Management, Bank of America Corporation, as a wealth management advisor and SVP of wealth management, his most recent position prior to joining Janney Montgomery Scott. He graduated from the University of Connecticut with an undergraduate degree.
32. David Moss
Financial Advisor and Vice President, Wachovia Securities
David Moss is a Financial Advisor and Vice President at Wachovia Securities. He first joined the company in 2004. Wachovia Securities was the trade name of Wachovia's retail brokerage and institutional capital markets and investment banking subsidiaries. Following Wachovia's merger with Wells Fargo, the retail brokerage became Wells Fargo Advisors, and the institutional capital markets and investment banking group became Wells Fargo Securities in 2009. Now as Wells Fargo Securities, the company delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. Its teams collaborate with partners across the company to provide industry and product expertise, trusted advice and client-centric solutions, supported by exceptional service and execution.
Previously, Moss was a financial advisor at Morgan Stanley. He graduated from Pace University - Lubin School of Business.
33. Todd Wetzel
Senior Regional Investment Consultant, Fidelity Investments
Todd Wetzel is a Senior Regional Investment Consultant at Fidelity Investments. He first joined the company in 2019 as investment sales associate. At Fidelity, its goal is to make financial expertise broadly accessible and effective in helping people live the lives they want, by focusing on a diverse set of customers—from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, the company has always believed that by providing investors with access to the information and expertise, it can help them achieve better results. That’s been its approach—innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
Wetzel earned an undergraduate degree in economics from Hobart and William Smith Colleges.
34. Jeff Bradanini
Financial Advisor and Director of Marketing, Beirne Wealth Consulting Services
Jeff Bradanini is a Financial Advisor and Director of Marketing at Beirne Wealth Consulting Services. Bradanini provides financial planning solutions and investment strategies to individuals and their families as well as defined contribution and pension plans. His responsibilities also include identifying and connecting the firm with potential new business opportunities, communicating to them the firm’s diverse capabilities, expertise, and solutions — and then cultivating those relationships on an ongoing basis.
Bradanini volunteers as a board member for the Boys and Girls Club of Greater New Haven where he is the Chairman of the Resource Development and Marketing Committee, the Friends of Yale New Haven Children's Hospital, and the Cystic Fibrosis Foundation - CT Chapter. Bradanini was also named a New Haven’s Finest Award Recipient in 2016 and a Volunteer of the Year Award Recipient in 2019 by the Cystic Fibrosis Foundation. Bradanini earned a bachelor’s degree in business administration and a master’s degree in marketing from Sacred Heart University, where he was a member of the varsity baseball team.
35. Jim Wallace
Vice President, Newtown Investment Solutions
Financial Advisor, Infinex Investments, Inc.
For over 20 years Jim Wallace has been helping clients achieve their financial goals. He joined the Newtown Savings Bank team as Vice President in 2006 and has been a Financial Advisor with Infinex Investments, Inc. since 2004. His clients include individuals, business owners, businesses, and non-profit organizations. He holds his series 6,7,63,65 and Life and Health Insurance licenses. Wallace has been named a 5 Star Wealth manager and an Elite Advisor. Wallace and his wife reside in Sandy Hook with their three sons. He has served on numerous committees and boards including Newtown Youth and Family Services, Newtown Youth Lacrosse, Pomperaug Woods, The Newtown Lions and the Cub Scouts.
36. Christopher Davis
Senior Financial Consultant, TD Ameritrade
Christopher Davis is a Senior Financial Consultant at TD Ameritrade, where they offer a broad range of investment tools and services at a great value. They engage with their clients in many different ways including online, on the go via mobile applications, over the phone, or through independent registered investment advisors. Their clients choose how they want to work with TD Ameritrade – not the other way around.
Davis has 18 years of experience and began his career in 2004. Before joining TD Ameritrade, Davis was a director of communications and retirement services at HFM Wealth Management and before that a VP and regional director at Fidelity Investments. Earlier in his career he worked with Fidelity as a regional consultant. Davis graduated from the University of California, Santa Cruz with an undergraduate degree in politics.
37. Patrick Boutilier
Financial Advisor, Stevens and Boutilier Financial Advisors LLC (LPL)
Patrick Boutilier began his professional career 16 years ago. Today, he is a Financial Advisor at Stevens and Boutilier Financial Advisors LLC (LPL), an independent financial services firm dedicated to assisting clients with its greatest financial concerns. It offers comprehensive investment management and financial strategies coupled with personalized advice and recommendations.
Boutilier first got his start in 2006 as a financial advisor at Waddell & Reed. He has earned the distinction of the title of CMFC (Charter Mutual Funds Counselor) and CRPC (Charter Retirement Planning Counselor). Boutilier utilizes his experience by developing strategies which focus on helping protect assets from market volatility, customizing portfolios to the client’s goals and constraints, and assisting clients with maneuvering life’s changes, challenges and opportunities. He graduated from Quinnipiac University with an undergraduate degree.
38. George Haydock
Wealth Management Advisor, TIAA
George Haydock is a Wealth Management Advisor at TIAA, originally founded to help teachers retire. Today, their reach extends beyond education to healthcare and cultural fields. And they stand hand-in-hand with over 5 million clients to help fortify their money so they can ignite their dreams. Haydock has 16 years of experience. He began his career in 2006.
Prior to joining TIAA, Haydock was a financial advisor and director at Northwestern Mutual and before that a president at Sigma Phi Epsilon. Earlier in his career he worked with Whetstone Builders as a construction director. Haydock graduated from the University of New Hampshire with an undergraduate degree in environmental and resource economics.
39. Bruce Graham
Vice President and Financial Advisor, CAPTRUST
Bruce Graham is a Vice President and Financial Advisor at CAPTRUST. He first joined the company in 2013. CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. They specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high-net-worth individuals.
Previously, Graham was a senior managing director at Clearbrook Investment Consulting and before that a president at Shields Associates. He earned an MBA in finance from NYU Stern School of Business and an undergraduate degree in economics from Bucknell University.
40. Richard Sega
Global Chief Investment Strategist , Conning
Richard Sega began his professional career 48 years ago. Today, he is a Global Chief Investment Strategist at Conning, a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.
Sega first got his start in 1974 as an actuary and investment officer at The Travelers Insurance Company. From there, he went on to The Phoenix Companies, before eventually rising to president and CEO at Charter Oak Capital Management, his most recent position prior to joining Conning. He graduated from Columbia University in the City of New York with an MA in mathematical statistics and from Fordham University with an undergraduate degree in mathematics.
41. Glenn Shafer
Investment Advisor, Shafer Investment Management
Glenn Shafer is an Investment Advisor at Shafer Investment Management. He first joined the company in 2003. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. They serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
Previously, Shafer was a news, feature, and business writer at Journal Register Company and before that a portfolio manager at Morgan Stanley. Earlier in his career he worked with Watkinson School as a history teacher, soccer, basketball, and lacrosse coach. Shafer earned an MA in communication from the University of Hartford and an undergraduate degree in history from the University of Colorado Boulder.
42. Laura Brayfield
Financial Consultant, Travelers
Laura Brayfield is a Financial Consultant at Travelers. She joined the company in 2012 as pricing analyst. The Travelers Companies, Inc. provides insurance coverage to protect the things that are important to clients. The company has been around for more than 165 years and has earned a reputation as one of the best property casualty insurers in the industry, because it takes care of its customers, agents, brokers, communities and each other. Travelers’ expertise and focus on innovation have made the company an industry leader and the only property casualty company in the Dow Jones Industrial Average.
Previously, Brayfield was an assistant manager at Higganum Pharmacy. She earned an undergraduate degree in finance from Bryant University.
43. Josh Broder
Private Wealth Advisor, Centurion Wealth Management Private Wealth Advisory
Josh Broder is a Private Wealth Advisor at Centurion Wealth Management Private Wealth Advisory, a true independent financial planning firm built on a foundation of sound ethics, mutual respect and deep integrity. Centurion works alongside successful entrepreneurs so it can focus more on its business and less on its personal finances. It helps business owners manage investments, minimize risk and plan for unexpected challenges. Centurion financial advisors are only interested in helping clients achieve their financial goals through holistic planning and helping its clients’ assets grow in a manner consistent with their unique objectives.
Broder has 19 years of experience and began his career in 2003. He graduated from The University of Connecticut.
44. Kelly Thomas
Senior Financial Consultant, Travelers
Kelly Thomas is a Senior Financial Consultant at Travelers insurance company. Travelers is the second-largest writer of U.S. commercial property casualty insurance, and the sixth-largest writer of U.S. personal insurance through independent agents. Founded in 1853, the only one thing that has remained unchanged over the years is a commitment to looking out for others. Travelers has an enduring promise to secure, respect and care for its customers. That’s why it continues to be highly respected as one of the best and most experienced property and casualty insurers in the industry.
Thomas has 12 years of experience and began her career in 2010.
45. Barry Polley
Financial Advisor, Mutual of Omaha
Barry Polley began his professional career 37 years ago. Today, he is a Financial Advisor at Mutual of Omaha, a highly rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses, and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. Polley is committed to providing his clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.
Polley graduated from Bryant University with an undergraduate degree in business and managerial economics.
46. Susan Ganci
Financial Advisor, Edward Jones
Susan Ganci began her professional career 30 years ago. Today, she is a Financial Advisor at Edward Jones, a financial services firm headquartered in Missouri. It serves investment clients in the U.S. and Canada. The company takes a personal approach to investing by placing advisors in many areas around the U.S. It provides investment advice and help with retirement planning. The firm focuses solely on individual investors and small-business owners.
Ganci first got her start in 1992 as an electrical service engineer at Eversource Energy. From there, she went on to The United Illuminating Company as project manager, her most recent position prior to joining Edward Jones. Ganci graduated from the University of Hartford with an undergraduate degree in mechanical engineering.
47. Thomas Salvo
Senior Wealth Strategist, Barnum Financial Group
Thomas Salvo is a Senior Wealth Strategist at Barnum Financial Group. He first joined the company in 2021. Barnum Financial Group provides a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.
Previously, Salvo was a financial advisor at New York Life Insurance Company and before that an operations manager at Hardwood Design, Inc. Earlier in his career he worked with Quality Components, LLC as an owner. He earned an undergraduate in mathematics from Seattle Central College and an undergraduate degree in managerial economics from Columbia University in the City of New York.
48. Beth Duffy
Financial Advisor, Edward Jones
Beth Duffy is a Financial Advisor at Edward Jones, a full-service firm founded in 1922. The firm built its seven-million-strong clientele by placing locations all around the U.S. and Canada. It offers wealth management services; retirement and college savings products; stocks, bonds, and mutual funds; insurance and annuities; cash and credit services; and planning and expense management for business owners. Edward Jones has been helping investors plan for their life's big moments, and achieve what's most important to them, for nearly 100 years using the same straightforward investing philosophy: Invest for the long term, seek quality investments and manage risk through diversification.
Duffy has 13 years of experience and began her career in 2009. She graduated from the University of San Francisco with an undergraduate degree in advertising.
49. Christopher Freeman
Financial Advisor, TD
Christopher Freeman is a Financial Advisor at TD. He first joined the company in 2016 as financial services representative. TD is the sixth largest bank in North America by branches, offering a full range of financial products and services in a number of locations in key financial centers around the globe. TD also ranks among the world's leading online financial services firms, with more than 15 million active online and mobile customers. The firm is focused on re-imagining the banking experience and driving engagement across the company’s digital and physical platforms to meet its customers' needs and expectations.
Previously, Freeman was a financial representative at Northwestern Mutual and before that he was a part of the sales staff at New England Cycle Center. Earlier in his career he worked with Vector Marketing as an assistant manager. Freeman earned an undergraduate degree in business administration and management from the University of Connecticut.
50. Kristine Blaha
Financial Advisor, Edward Jones US
Kristine Blaha is a Financial Advisor at Edward Jones. She first joined the company in 2011. Edward Jones is a full-service firm that offers wealth management services; retirement and college savings products; stocks, bonds, and mutual funds; insurance and annuities; cash and credit services; and planning and expense management for business owners. Edward Jones has been helping investors plan for their life's big moments, and achieve what's most important to them, for nearly 100 years using the same straightforward investing philosophy: Invest for the long term, seek quality investments and manage risk through diversification. By taking time to understand clients' unique needs,the company is able to present personalized investment solutions that are designed to help meet lifetime goals.
Previously, Blaha was a VP of Operations at Healthtrax Fitness & Wellness. Blaha earned a master’s degree from Montclair State University and an undergraduate degree from Saint Michael's College.
