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The Saugatuck Group

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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

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285 Riverside Avenue, Suite 335
Westport, CT 06880
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