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William L

Series 63, Series 65

Shelton, CT

BridgeLight Financial Advisors, Inc

William Leavitt is a financial advisor with BridgeLight Financial Advisors, Inc. based in Shelton, CT. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Senior Financial Advisors, Inc. since 2006. Additionally, he is a licensed independent insurance agent since 1995 and may recommend insurance and annuity products to clients. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, using an active, discretionary approach that incorporates asset allocation, fundamental, technical, and quantitative analysis.

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
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Tyler D

Series 65

Shelton, CT

BridgeLight Financial Advisors, Inc

Tyler D'Amore is a financial advisor at BridgeLight Financial Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining BridgeLight Financial Advisors, he was with TrinityPoint Wealth and HomeBridge Financial Services. Outside of finance, he owns and operates D'Amore Designs, LLC, a custom clothing apparel business. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm provides fee-based financial planning, discretionary portfolio management, and limited-scope consulting, employing an active, discretionary approach to portfolio management with a combination of asset-allocation guidance and various analytical methods.

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
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Brenda G

Series 66

Shelton, CT

BridgeLight Financial Advisors, Inc

Brenda Ghossaini is a financial advisor at BridgeLight Financial Advisors, Inc with two years of industry experience. She holds the Series 66 designation and previously worked at Infinex Investments, Inc and Newtown Savings Bank/Osaic Institutions Inc. BridgeLight Financial Advisors serves individual investors, families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, and consulting, employing an active, discretionary approach that combines asset allocation with fundamental, technical, and quantitative analysis.

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
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James W

Series 63, Series 66

Shelton, CT

BridgeLight Financial Advisors, Inc

James Watt is a financial advisor at BridgeLight Financial Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including True North Insurance, Agia, Valic Financial Advisors, and TIAA-CREF. BridgeLight Financial Advisors serves individual investors and families, trusts, estates, pension plans, charitable organizations, and business entities. The firm offers fee-based financial planning, discretionary portfolio management, limited-scope consulting, and advice on held-away accounts, using an active, discretionary approach that combines asset allocation with fundamental, technical, and quantitative analysis.

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
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