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Maurice N

Series 66

Westbrook, CT

Sound Income Strategies, LLC

Maurice Nelligan is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Savings Institute Bank & Trust. Nelligan is also involved with Scranton Financial Group LLC, where he serves as a Client Service Advisor and engages in fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and specialized services.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jacob B

Series 63, Series 66

Westbrook, CT

Sound Income Strategies, LLC

Jacob Betteridge is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Citizens Securities, Bank of America, Merrill, and Paul Stuart. Outside of his advisory work, he serves as a board member of the Killingsworth Lions Club and oversees production and sales at Redfield Home, LLC, which creates sculptures and woodwork. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized managed portfolios and a range of advisory services including sub-advisory ETF management and insurance planning.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Evan D

Series 65

Westbook, CT

Sound Income Strategies, LLC

Evan Duigou is a financial advisor at Sound Income Strategies, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Retirement Income Source SFG and Your Membership. Outside of financial advising, he has been involved with Atomic Creative Group, LLC since 2016. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, offering services such as asset management, financial planning, and plan advisory. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocation.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jason C

Series 63, Series 66

Old Saybrook, CT

Sound Income Strategies, LLC

Jason Carrier is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Sound Income Strategies since 2015 and is also associated with Scranton Financial Group since 2006. Outside of advisory work, he volunteers with the Scranton Academy for Financial Education, a nonprofit focused on providing financial education. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized managed portfolios and a range of advisory services including discretionary and non-discretionary asset management.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Abbas D

Series 63, Series 65

Westbrook, CT

Sound Income Strategies, LLC

Abbas Danesh is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Scranton Financial Group and Danesh Company prior to his current roles. Danesh serves as Treasurer for the Town of Waterford, CT, managing the town's revenues and investments in FDIC-insured fixed income securities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with a focus on fixed-income analysis and equity review, utilizing a scalable advisor network and a range of services including sub-advisory ETF management.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Dixon D

CFP®, Series 63, Series 65, Series 66

Westbrook, CT

Sound Income Strategies, LLC

Dixon Downey III is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently affiliated with Sound Income Strategies, LLC and Scranton Financial Group, with prior roles at firms including Wealth Enhancement Group and Ameriprise Financial Services. Downey serves as an investment trustee for multiple family trusts. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm’s approach includes customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary services.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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