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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
William Bergner (CRD# 1729390) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Canaan, CT and has over 36 years of experience in the finance industry.
Dawn Bolling (CRD# 2662264) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 28 years of experience in the finance industry.
Paul Campbell (CRD# 1258249) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New Canaan, CT and has over 39 years of experience in the finance industry.
Julian Cash (CRD# 4506274) is an Investment Advisor Representative working at Savrin in New Canaan, CT and has over 20 years of experience in the finance industry.
Craig Cloud (CRD# 1342854) is an Investment Advisor Representative working at Apogee Tactical in Stamford, CT and has over 39 years of experience in the finance industry.
Kerry Connell (CRD# 6299882) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 10 years of experience in the finance industry. Kerry Connell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Valerie Connolly (CRD# 2434841) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 30 years of experience in the finance industry.
Linus Cooke (CRD# 1090741) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 39 years of experience in the finance industry.
John Crum (CRD# 2967499) is an Investment Advisor Representative working at Indigo Asset Management, Inc. in New Canaan, CT and has over 26 years of experience in the finance industry.
Hendrik Dijs (CRD# 2161469) is an Investment Advisor Representative working at Marathon Investments, LLC in New Canaan, CT and has over 32 years of experience in the finance industry.