ADVISOR BIO

Marc Joseph Filipponi is a financial professional with over 30 years of experience in the industry. Marc has a proven track record of success in providing investment advice and portfolio management services to a wide range of clients, including individuals, businesses, and institutions. Marc is currently registered with Robert W. Baird & Co. Inc., a leading financial services firm with a strong reputation for integrity and client service. Prior to joining Robert W. Baird & Co. Inc., Marc held positions at several other prominent firms, including CRT Capital Group LLC, Sterne, Agee & Leach, Inc., Jefferies & Company, Inc., Bear, Stearns & Co. Inc., Brenner Securities Corporation, and Smith Barney Shearson Inc. Marc is licensed to provide investment advice in 17 states and holds the Series 63, Series 7 and SIE licenses. Marc specializes in a variety of investment areas, including stocks, bonds, mutual funds, and alternative investments. Marc is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Marc Griffis is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 20 years of experience in the financial services industry. Marc's previous experience includes working at Bank of America Securities, Inc. and Merrill Lynch. Marc currently holds FINRA Series 66, 7 and SIE licenses, is registered with the states of California and Texas. Marc is located in Stamford, CT and serves clients from several locations.

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ADVISOR BIO

Marc Markovitz is an investment advisor representative with MML Investors Services, LLC. Marc has been in the industry for over 20 years. Marc is registered with the state of Connecticut and has also passed the Series 6, Series 63, Series 65 and SIE exams. Marc has been a registered representative with MSI FINANCIAL SERVICES, INC. and has worked with Metropolitan Life Insurance Company. Marc has a specialization in several areas including asset allocation programs, financial planning, pension consulting and educational seminars. Marc also provides portfolio management for businesses and individuals.

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ADVISOR BIO

Marc Alan Dynder is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since July 14, 1999. Marc is registered in 18 states and has Series 7, SIE, and Series 66 licenses. Marc specializes in financial planning, portfolio management, and retirement planning. Marc offers a variety of financial products and services to individuals, families, and businesses. Marc is a Certified Financial Planner and a Chartered Financial Consultant.

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ADVISOR BIO

Marc Lennon is a financial advisor with Commonwealth Financial Network. Marc has been in the financial industry since 2008 and is registered to provide investment advice in 30 states. Marc is also a Certified Financial Planner. Marc has a strong understanding of the financial needs of individuals, businesses, and charitable organizations. Marc is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Marc Joseph Zanghi is a financial advisor at Cambridge Investment Research Advisors, Inc. Marc has been in the financial industry since 1996 and is a Certified Financial Planner. Marc has a wide range of experience in providing financial advice to individuals and families, including retirement planning, college savings, and estate planning. Marc is also experienced in providing investment management services. Marc is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Marc Agresti is an investment advisor representative at PFS Investments Inc. Marc is licensed to sell securities in 16 states and is registered as an investment advisor representative in Connecticut and Texas. Marc has been in the securities industry since 1994. Marc's primary focus is providing investment advice and portfolio management services to individuals. Marc also offers a variety of other financial planning services.

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ADVISOR BIO

Marc Fleuette is a registered representative with Wells Fargo Clearing Services, LLC. Marc is a licensed investment professional with over 13 years of experience in the financial industry. Marc has held previous roles with UBS Financial Services Inc., demonstrating extensive experience in financial services. Marc’s areas of focus include providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for businesses and individuals. Marc holds the Series 31, Series 7, and SIE licenses.

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ADVISOR BIO

Marc William Greenfield is a securities professional with over 8 years of experience in the financial industry. Marc holds the Series 99 and SIE licenses. Marc is currently registered with Natwest Markets Securities Inc.. Marc is located in STAMFORD, CT.

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ADVISOR BIO

Marc Charette is an investment advisor representative for TD Private Client Wealth LLC. Marc has over 18 years of experience in the financial services industry. Marc is registered in California, Connecticut, Florida, New Jersey, New York, and Virginia. Marc holds the Series 6, 7, and 66 licenses. Marc is also licensed as a registered representative for TD Private Client Wealth LLC. Marc specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Marc's clients include individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

SPECIALIZATIONS