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Robert W
Series 63, Series 65
Branford, CT
Worrell Advisory Services
Robert Worrell III is the principal of Worrell Advisory Services in Branford, CT, holding Series 63 and Series 65 licenses with 31 years of industry experience. He founded Worrell Advisory Services in 2016 after a brief tenure at Sowell Financial Services. Outside of his advisory work, he serves on the finance council of St. Clare Church in East Haven, assisting with budgeting and financial matters. Worrell Advisory Services provides financial planning, retirement and education planning, estate and tax considerations, investment consultation, and business advisory services to individual clients, including high-net-worth households, and small businesses. The firm uses an active investment approach combining fundamental and technical analysis and offers discretionary management through third-party custody platforms with disclosed fee-sharing arrangements.
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