Wealth Management Providers
Advisors in Connecticut
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| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
CM Catherine Mary TanzilliHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedSenior Vice President - Wealth Management, Wealth Management Advisor | StamfordConnecticut | Wealth management | |
CM Catherine Mccool LeachHistorical record | J.P. Morgan Securities LLCExecutive Director | GreenwichConnecticut | Financial services | |
CS Catherine Schweitzer HirschauerHistorical record | Crown Capital Securities, L.P.Financial professional | DanburyConnecticut | Financial services | |
CA Cathy A FrausiniHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedAssistant Vice President, Senior Client Associate, Wealth Management Associate | MysticConnecticut | Wealth management | |
CW Cathy Webster PinardHistorical record | Cambridge Investment Research, Inc.Investment Advisor Representative | Vernon RockvilleConnecticut | Wealth management | |
CB Cayman B. WillsHistorical record | Citigroup Global Markets Inc.Financial professional | GreenwichConnecticut | Financial services | |
CB Cecilia BettencourtHistorical record | UBS Financial Services Inc.Senior Client Associate | HartfordConnecticut | Financial services | |
CM Cedric Michael HankersonHistorical record | Morgan StanleyFinancial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation | New HavenConnecticut | Financial planning | |
CB Celeste Beatrice BarhamHistorical record | Wells Fargo Clearing Services, LLCFinancial Advisor | New HavenConnecticut | Wealth management | |
CD Celeste Dostie HamlerHistorical record | Morgan StanleyFinancial professional | New LondonConnecticut | Financial services | |
CR Celeste Roni DinermanHistorical record | Morgan StanleyFinancial Advisor, Vice President - Wealth Management | West HartfordConnecticut | Wealth management | |
CC Chad Charles CzerwinskiHistorical record | UBS Financial Services Inc.Financial Advisor, Managing Director - Wealth Management | HartfordConnecticut | Wealth management |
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