image of Elizabeth Schroder

Liz Schroder

Senior Vice President - Financial Advisor, Consulting Group

203-221-2508
Email |

Gina Bonetti

Senior Registered Client Associate

203-221-2515

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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.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Management Banker