Adam Morton

Senior Vice President - Financial Advisor, Consulting Group

203-351-9351

Katherine Condy

First Vice President - Financial Advisor

203-351-9343

Jessica McGovern

Investment Associate

203-351-9337

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Brian Tavano

Wealth Management Consultant


Evan Kraft

Wealth Management Consultant


Dan Sullivan

Wealth Strategist


Let's start the conversation

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