555 Long Wharf Drive
Finanacial Adviser, Managing Partner
Dave has been in Financial Services for 25 years. He holds FINRA Series 7, 63, 65 & 26 licenses along with his life & health and property & casualty licenses. He works closely with individuals, families and business owners to help them...
Director of Wealth Management
Ray brings over thirty years investment and financial experience to AEGIS. Over the course of his career, Ray has worked with institutional investors, investment management firms and individual investors. Director of Wealth...
Senior Executive Vice President
Brett M. Amendola has successfully leveraged his more than two decades of experience at some of the world’s largest investment firms, he has attracted successful financial industry professionals to work side-by-side with some of...
Senior Frontline Leader
Chad has been entrusted with running our Retirement Plans Division. He has over 15 years of experience in the industry and has witnessed unprecedented change in the Retirement Plan space. Almost daily, he is speaking with business...
Kim Welch has over 25 years of experience in the insurance and financial services industry helping individual and business owner clients mitigate financial risks, create and sustain legacy assets and complete tax effective estate plans...
Leigh began her career in the financial services industry in August of 2003. Her father encouraged her to join the industry after she graduated from Fairfield University in Connecticut. After working and learning from her father she...
Director Of Advanced Planning
Marcus’s vast educational experience in tax and estate law allows him to view planning through many different lenses. He holds his life, health, and accident insurance licenses as well as his Series 7 & 66 investment licenses. In...