ADVISOR BIO

David Pierson Tuttle is a financial advisor at Crestwood Advisors, a firm based in Boston, Massachusetts. David has been in the industry since 2009. David has a Series 65 license and is a Chartered Financial Analyst. David is a Registered Investment Advisor in Connecticut. David's areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars. Crestwood Advisors has a strong track record of providing high-quality financial advice to individuals and families, as well as charitable organizations and pension and profit sharing plans. The firm's clients have a wide range of investment needs and goals, and Crestwood Advisors is committed to providing customized solutions to meet those needs.

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ADVISOR BIO

David Carmine Lionetti is an investment advisor representative at LPL Financial LLC. David is registered with the state of Connecticut. David has been in the industry since December 2012. David's current office location is in Mystic, CT. David has a Series 65 license.

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ADVISOR BIO

David Sharkey is a securities professional with over 20 years of experience in the industry. David is currently registered with Natwest Markets Securities Inc. David has held previous positions at HSBC Securities (USA) Inc., MUFG Securities Americas Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, Spear, Leeds & Kellogg Specialists LLC, Spear, Leeds & Kellogg, L.P., and Nathan & Lewis Securities, Inc. David is licensed in all 50 states and the District of Columbia and holds Series 3, 6, 7, 21, 24, 25, 55, and 63 licenses.

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ADVISOR BIO

David Shapiro is a financial advisor who has been in the industry for over 20 years. David is currently registered with Johnson Brunetti and holds Series 7, 24, and 66 securities licenses. David is a specialist in providing financial advice and services to individuals and corporations. David previously worked with CNL Securities Corp., Hillcrest Asset Management, Inc., Janney Montgomery Scott LLC, and Raymond James & Associates, Inc. David also holds a series 66 license.

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ADVISOR BIO

David Brewster Williams has been active in the financial services industry since October 18, 1993. David is currently registered with Williams Trading LLC as a Registered Representative. David has been with Williams Trading LLC since March 4, 1998. Prior to joining Williams Trading LLC, David worked at MALPAT CAPITAL, LLC, BENCH SECURITIES CORP., DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, NEEDHAM & COMPANY, INC., and CS FIRST BOSTON CORPORATION. David holds the following licenses: Series 3, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 99TO and SIE. David is registered in 30 states.

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ADVISOR BIO

David Michael Caraglior is a financial advisor with Ameriprise Financial Services, LLC. David Michael Caraglior has been working in the financial industry since 1994. David Michael Caraglior holds Series 6, 7, and 63 licenses and is a Certified Financial Planner. David Michael Caraglior has been registered with Ameriprise Financial Services, LLC since 2017. David Michael Caraglior has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. David Michael Caraglior provides a range of financial services, including financial planning, portfolio management, and asset allocation. David Michael Caraglior also has experience as an independent insurance broker.

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ADVISOR BIO

David Morris Brown is a financial advisor with over 28 years of experience in the industry. Brown is registered with Northwestern Mutual Investment Services, LLC and holds Series 6, Series 63 and SIE licenses. Brown is currently registered with the states of Connecticut, Florida, New Jersey, New York and North Carolina.

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ADVISOR BIO

David W Jones is a financial professional with over 9 years of experience in the securities industry. David is currently registered with Natwest Markets Securities Inc. David has a broad range of experience including investment banking. David is also a licensed securities principal. David has passed several securities licensing exams including the Series 63, Series 24, SIE, Series 7 and Series 79. David is registered with the state securities regulators of 49 states.

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ADVISOR BIO

David Geske is a financial professional with over 25 years of experience in the industry. David is currently registered with Crito Capital LLC and previously held positions with Columbus Advisory Group, LTD., SCI Capital Markets LLC, Gladstone Securities, LLC, HVB Capital Markets, Inc., and Creditanstalt International Advisers, Inc. David has a wide range of experience and holds several licenses and designations, including Series 7, 24, 28, 50, 63, 79TO, 99TO, and SIE. David specializes in non-discretionary services and portfolio management for individuals and businesses.

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ADVISOR BIO

David Ibrahim is a financial professional with over 16 years of experience in the industry. David is currently registered with Prudential Annuities Distributors, Inc. David has previously held positions with PRUCO SECURITIES, LLC., HOLD BROTHERS CAPITAL LLC and E1 ASSET MANAGEMENT, INC.. David holds Series 7, 63, 24, 26, and 66 licenses and is registered in New Jersey.

SPECIALIZATIONS