Your Team
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 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...
Megan Grocki
Office Assistant
860-761-0370
concierge@efinancialvision.com
Stephanie Grubb
Director of Client Services
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...