ADVISOR BIO

James Rooney is a financial advisor at Morgan Stanley. James has over 30 years of experience in the financial services industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, and Series 65 licenses. James is also registered as an investment advisor representative in several states. He specializes in portfolio management for individuals, businesses, and investment companies. James is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

James Comerford is a financial advisor with Oppenheimer & Co. Inc., based in Litchfield, Connecticut. James Comerford has been in the financial services industry since March 7, 1994. James Comerford offers advisory services in areas like financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

James Price has been in the financial industry since 1988. James is currently registered with Osaic Institutions, Inc., Ladenburg Thalmann & Co. Inc., Triad Advisors LLC, Osaic Wealth, Inc., and Osaic Services, Inc.. James has previously been registered with Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Securities Service Network, LLC, KMS Financial Services, Inc., Investcorp, Inc., NCG Securities LLC, Growth Capital Services, Inc., UBS Financial Services Inc., Prudential Securities Incorporated, Lehman Brothers Inc., and E. F. Hutton & Company Inc.. James holds the Series 3, 7, 8, 24, and 63 licenses. James is a Registered Representative and Investment Advisor Representative.

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ADVISOR BIO

James Allen Noonan is a financial advisor with over 45 years of experience in the industry. James is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been active in the industry since 1977, working for several firms prior to joining Merrill Lynch. James holds several securities licenses and is a registered investment advisor in multiple states. James specializes in portfolio management for individuals and businesses.

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ADVISOR BIO

James Perrino is an investment advisor representative currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the industry for over 6 years and has been with Merrill Lynch since 2016. James holds Series 7, 66, and SIE licenses and is registered to provide investment advice in 30 states. James's experience includes working with individuals, corporations, pension plans, and other investment companies. James provides financial planning, performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

James Bernard Maynard is a financial professional with over 23 years of experience in the industry. James is currently registered with MML Investors Services, LLC in Connecticut and Rhode Island. Prior to this, James was associated with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. James holds the Series 6, Series 63, and SIE licenses. James offers a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

James Tiberio is a financial advisor who is currently registered with J.p. Morgan Securities LLC. James is active in Connecticut, New Jersey, and New York. James's career in the financial industry began in March 2000, making it over two decades. James works with individuals, families, businesses, and institutional clients, including corporations and high net worth individuals.

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ADVISOR BIO

James Richard Odonnell is a financial advisor with over 30 years of experience in the industry. James is registered with LPL Financial LLC and is licensed to provide securities and investment advisory services in multiple states. James has a strong background in financial planning and portfolio management, and is committed to providing personalized advice to help clients reach their financial goals. James has worked with a variety of clients, including high-net-worth individuals, families, and businesses. James is a graduate of the University of Connecticut and holds the Series 6, 7, 24, 26, and 63 licenses.

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ADVISOR BIO

James Betzig is a financial advisor with Coastal Bridge Advisors based in Westport, CT. James has been a financial advisor for over 30 years. He has previously worked for firms such as PURSHE KAPLAN STERLING INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. James offers a variety of financial services, including financial planning, selection of other advisors, and portfolio management for both businesses and individuals. James is registered as a Registered Investment Advisor in Connecticut and Texas.

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ADVISOR BIO

James Aubrey Crawford is a financial advisor currently registered with UBS Financial Services Inc. James has been in the financial industry since 1969 and has worked for several firms throughout their career including RAYMOND JAMES FINANCIAL SERVICES, INC., ROBERT THOMAS SECURITIES, INC, INVESTMENT MANAGEMENT & RESEARCH, INC and CIGNA SECURITIES, INC. James currently holds Series 7TO, Series 6TO, Series 22TO, Series 63, Series 51, Series 24 and SIE licenses. James provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and publication of periodicals.

SPECIALIZATIONS