Experience

Webster Investments

• United States
• Investment Banking
• 1 - 100 Employee

• Vice President, Financial Consultant

  • Jan 2019 - Present

  Shelton, CT

• Financial Associate, Webster Investments

  • Jun 2015 - Present

  I have 4 years of experience helping local families and businesses work toward growing and preserving their wealth. I also specialize in retirement and estate planning, 401(k) planning, college saving plans, life insurance, and investments. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Insurance products… Show more I have 4 years of experience helping local families and businesses work toward growing and preserving their wealth. I also specialize in retirement and estate planning, 401(k) planning, college saving plans, life insurance, and investments. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments. • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. FINRA Series (7, 63, 66) registrations are held through LPL Financial and I also have life, accident, and health insurance licenses. I also am a CERTIFIED FINANCIAL PLANNER™ professional.