Wealth Management Providers
Advisors in Connecticut
Explore listed office locations, open original sources, and confirm availability directly with the firm.
Want to search across nearby cities? Search by ZIP code and distance.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
AD Amy DimonHistorical record | Ameriprise Financial Services, LLCAdvisor | SouthportConnecticut | Wealth management | |
AJ Amy Jane GillisHistorical record | UBS Financial Services Inc.Senior Vice President - Wealth Management | WestportConnecticut | Wealth management | |
AK Amy Katherine DietzHistorical record | J.P. Morgan Securities LLCFinancial professional | BethelConnecticut | Financial services | |
AL Amy Louise CrookshankHistorical record | Hornor, Townsend & Kent, LLCFinancial Advisor | North HavenConnecticut | Wealth management | |
AL Amy Lynn FinoHistorical record | FSC Securities CorporationAdvisor | MilfordConnecticut | Wealth management | |
AM Amy MooneyHistorical record | Morgan StanleyFinancial Advisor, Vice President | GreenwichConnecticut | Wealth management | |
AT Amy T WellsHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedClient Associate, Wealth Management Client Associate | West HartfordConnecticut | Financial services | |
AW Amy WeiserHistorical record | Morgan StanleyFinancial Advisor | StamfordConnecticut | Wealth management | |
AB Ana BackaHistorical record | Wells Fargo Clearing Services, LLCRegistered Client Associate | WestportConnecticut | Financial services | |
AJ Ana J GuzmanHistorical record | J.P. Morgan Securities LLCQuality Assurance Manager, Vice President | FairfieldConnecticut | Financial services | |
AM Ana Margareth GrandjacquesHistorical record | Morgan StanleyAdvisor Assistant | StamfordConnecticut | Financial services | |
AG Ananya GhoraiHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedFinancial Solutions Advisor | RidgefieldConnecticut | Wealth management |
Looking for another name? Search all directory records
A LITTLE CLARITY. A NEW POSSIBILITY.LET’S FIND YOUR STARTING POINT
Your next chapter deserves a thoughtful start.
A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.
Free to exploreYou control who hears from you