John Farrell is a financial advisor at Greenwich Financial Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Financial Advisors since 2010. Greenwich Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm uses a variety of investment strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers specialized services such as corporate and personal tax planning, cost segregation studies, and corporate structure advice.

Bruce Kramer is a Series 65-licensed advisor at Greenwich Financial Advisors, LLC with nine years of industry experience. He is also the managing member of Bruce Kramer CPA, LLC, where he spends most of his time providing accounting and tax preparation services. Kramer has been with Greenwich Financial Advisors since 2020 and has operated his CPA firm since 2014. Greenwich Financial Advisors serves individuals, trusts, estates, and business entities with a range of investment advisory and financial planning services. The firm employs various investment strategies tailored to clients’ objectives and risk tolerance, combining portfolio management with tax- and corporate-oriented advisory services.