My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Hugo M Alves

Hugo M Alves, CFP®

Wealth Management Advisor
Office 203-221-5213
Fax 203-286-2340
 
Conor P Sullivan

Conor P Sullivan

Office 203-221-5278
 
Sydney E Kimball

Sydney E Kimball

Office 203-653-2100
 

Victoria E Pemberton

Office 203-653-2100
 
Jonathan J Piazza-Harper

Jonathan J Piazza-Harper

Director of Planning Services
Office 203-221-5235
Fax 203-286-2340
Mobile 203-274-3100
 

Hugo M Alves, CFP®

Wealth Management Advisor

  • Office 203-221-5213
  • Fax 203-286-2340
 

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