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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 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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Ellie Merchant joined us in November of 2019. She is responsible for all back-office client services and workflow. Transparency is important in our profession and she believes it is critical to provide straight forward, proactive...

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Jackie Scanlon

Office and Service Assistant

860-761-0360

860-761-0370

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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Stephanie Grubb

Office and Service Assistant

8607610360

8607610370

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...

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