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Danielle B
CFP®, Series 66
Avon, CT
Milestone Asset Management Group, LLC
Danielle Barbato is a CFP® and Series 66 license holder with five years of experience in financial advising. She is currently with Milestone Asset Management Group, LLC and previously worked at New England Private Wealth Advisors, Amon & Associates, Charles Schwab, and other firms. Outside of advising, she is a commissioned notary public. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, offering discretionary investment management and 401(k) advisory services, with integration of Betterment’s platform for portfolio management.
Richard L
CFP®, Series 63, Series 65, Series 66
Avon, CT
Milestone Asset Management Group, LLC
Richard Lo Presti is a CFP® professional with 21 years of industry experience. He has been with Milestone Asset Management Group, LLC since 2018 and briefly worked at Edward Jones the same year. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, complemented by individualized investment planning and regular account reviews.
Michael M
Series 63, Series 65
Avon, CT
Milestone Asset Management Group, LLC
Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity, LPL Financial, and Visionary Private Wealth Management Group. He hosts and writes the podcast "Fresh Perspective Planning," which covers general financial topics. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a strategic asset-allocation approach focused on passive index mutual funds and ETFs, tailoring investment plans to clients’ objectives, time horizon, tax considerations, and risk tolerance.
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