Glastonbury, Connecticut, United States
As a wealth advisor, I listen carefully to clients’ needs while working to help them make important life decisions, set financial goals and plan for their retirement. My goal is to provide the highest level of customer service (which is a dying breed these days), and I emphasize educating my clients so they understand the why and not just the how of their plan. In conjunction with income and retirement planning services, I spend time analyzing the many investment options our team uses in developing portfolios to help clients meet their financial needs. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Heritage Capital Advisors, 200 Glastonbury Boulevard, Glastonbury, CT 06033, 860-659-8886 This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IN, MA, MD, NH, NY, NJ, SC, TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
We are a team of experienced & dedicated financial advisors who strive to provide a high level of customer service, education & professionalism to our clients in their pursuit of financial freedom. Our ultimate ambition is to build lasting positive relationships with you while delivering tailored strategies to achieve your short & long term goals. Our services are most effective in helping new clients who have over $1 miilion in investable assets and are within 15 years of retirement or are currently retired. We also enjoy working with younger clients who are interested in getting started in the right direction and offer services on a consultative basis.
Bond fund portfolio manager for institutional clients, responsible for the oversight of approximately $850 million in fixed income assets ranging in account size from $1 million to $100 million. Responsible for analysis across all high grade benchmark sectors, from individual credit analysis to securitized prepayment analytics. Idea generation across sectors as well as structuring portfolios proactively on a daily basis. Senior portfolio manager in charge of fixed income team & overall portfolio allocation.