Jim Weinstock

Jim Weinstock

Senior Vice President - Financial Advisor

203-351-9396
Email | |
Dominika Lawecki

Dominika Lawecki, CPFA®

Branch Service Mgr/Sr Reg Client Assoc

203-351-9313

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.

Cathy Walker

Trust Consultant


Evan Kraft

Wealth Management Consultant


Brian Tavano

Wealth Management Consultant


Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields