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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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Maureen O'Brien

Director of Concierge Services

(860) 761-0360

(860) 761-0370

Maureen A. O’Brien joined us in January of 2018. She is responsible for the day to day operations of the office, including coordinating and scheduling appointments, greeting clients and prospective clients, maintaining...

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