Wealth Management Providers
Advisors in Connecticut
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| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
DJ David Justin OzgaHistorical record | Kestra Investment Services, LLCFinancial professional | FarmingtonConnecticut | Financial services | |
DK David Keith EllovichHistorical record | UBS Financial Services Inc.Senior Vice President - Wealth Management | HartfordConnecticut | Wealth management | |
DK David Knox RaymondHistorical record | Janney Montgomery Scott LLCFinancial Advisor, First Vice President - Investments | FairfieldConnecticut | Wealth management | |
DL David L DavidsonHistorical record | Morgan StanleySenior Vice President | FairfieldConnecticut | Wealth management | |
DL David Lawton BoudreauHistorical record | Morgan StanleyAssociate Vice President, Financial Advisor, Senior Portfolio Manager | StamfordConnecticut | Portfolio management | |
DL David Lewis KingHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedVice President | New HavenConnecticut | Wealth management | |
DL David Lombard WhitneyHistorical record | Oppenheimer & Co. Inc.Financial professional | StamfordConnecticut | Financial services | |
DL David Louis IvanovichHistorical record | UBS Financial Services Inc.First Vice President - Wealth Management | New HavenConnecticut | Wealth management | |
DL David Louis LevineHistorical record | UBS Financial Services Inc.Financial Advisor, Senior Vice President - Wealth Management | GreenwichConnecticut | Wealth management | |
DL David Louis SackHistorical record | Morgan StanleyFamily Wealth Director, Financial Advisor, Managing Director - Wealth Management, Senior Portfolio Management Director | KillingworthConnecticut | Portfolio management | |
DM David M CaruanaHistorical record | Stifel, Nicolaus & Company, IncorporatedFinancial Advisor | EnfieldConnecticut | Wealth management | |
DM David Mark BowerHistorical record | Stifel, Nicolaus & Company, IncorporatedDirector | StamfordConnecticut | Financial services |
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