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 of Marketing
860-761-0370
concierge@efinancialvision.com
Jackie Scanlon joined us in August of 2020. Primary duties include both Marketing and Operations workflow. Jackie is responsible for handling the day-to-day office details to ensure the office runs smoothly and is well organized and...
Stephanie Grubb
Director of Client Services
8607610370
concierge@efinancialvision.com
Stephanie M. Grubb joined us in December of 2020. She is responsible for the day-to-day administrative functions, including coordinating and scheduling appointments, greeting clients and prospective clients, maintaining client records...