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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 Parent

David M. Parent

President

(860) 761-0360

david@efinancialvision.com

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...

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Jackie Scanlon

Jackie Scanlon

Director of Marketing

860-761-0360

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...

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Megan Grocki

Megan Grocki

Office Assistant

860-761-0360

860-761-0370

concierge@efinancialvision.com

Megan A. Grocki joined us in June of 2022. She is responsible for the day-to-day administrative functions, including coordinating and scheduling appointments, greeting clients and prospective clients, maintaining client records and...
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Stephanie Grubb

Stephanie Grubb

Director of Client Services

8607610360

8607610370

concierge@efinancialvision.com

Stephanie M. Grubb joined us in December of 2020. She is responsible for the implementation of new client onboarding as well as servicing our existing client’s account management needs...

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