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RBC Wealth Management

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The Saugatuck Group

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      • Sign in Important information
      • Home
      • About us
        • About our team
        • Extended team resources
        • Community Involvement
      • RBC WealthPlan
      • 9-Step on-boarding process
      • Market commentary
      • Insights
      • Events
      • Contact

      Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      , Steven Gordon, NMLS # 1860266, Seamus Monschein, NMLS # 1573280, Richard Smalley, NMLS # 175731, and Ali Girardi, NMLS # 175901 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

      Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

      Read additional advisor disclosures.

      Obtain more information about this financial advisor on FINRA's BrokerCheck website

      Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

      Contact information

      The Saugatuck Group

      Phone: 203-221-2530

      Patrick Morrow, C(k)P®, CPFA®, CRPS®

      Senior Vice President - Branch Director,
      Senior Portfolio Manager - Portfolio Focus

      Phone: 203-221-2530
      Cell: 203-505-0261

      Steven Gordon, CFP®

      Vice President - Financial Advisor

      Phone: 203-221-2521
      Cell: 203-505-0098

      Seamus Monschein, CIMA®

      Senior Vice President - Financial Advisor,
      Senior Portfolio Director Group

      Phone: 203-221-2505
      Cell: 475-289-0486

      Tina Silano

      Senior Client Associate

      Phone: 203-221-2531
      Cell: 203-851-3285

      Gina Bonetti

      Senior Registered Client Associate

      Phone: 203-221-2515
      Cell: 203-851-2227

      Thomas O'Connor

      Registered Client Associate

      Phone: 203-221-2506
      Cell: 203-856-0301

      Charlotte Stevenson

      Client Associate

      Phone: 203-221-2510

      Richard Smalley

      First Vice President - Financial Advisor

      Phone: 203-221-2583
      Cell: 475-208-7047

      Ali Girardi, ADPA®, CRPC®, CRPS®

      First Vice President - Financial Advisor,
      Portfolio Manager - Portfolio Focus

      Phone: 203-221-2582
      Cell: 475-208-5851

      Address
      Westport
      285 Riverside Avenue, Suite 335
      Westport, CT 06880
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