YOUR TEAM
TRUST, EXPERIENCE AND COMMITMENT
We are an independent wealth management firm delivering exceptional service, proactive advice and accountability.
We go well above the call so you can enjoy life; we take care of the rest.
Meet the team members:
David M. Parent
President
David M. Parent has been a wealth advisor since 1991. He is owner and president of Financial Vision, LLC and Financial Vision Advisory Services, LLC. David is responsible for servicing and consulting with individuals, business owners...
Jackie Scanlon
Director
860-761-0370
concierge@efinancialvision.com
Megan Grocki
Office Assistant
860-761-0370
concierge@efinancialvision.com