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David B
CFP®, Series 65
Southport, CT
Southport Station Financial Management, LLC
David Brezina is a CFP® professional at Southport Station Financial Management, LLC with 17 years of industry experience. He has been with Southport Station since 2008 and also operates an independent insurance agency, Barth Insurance Agency. Additionally, he owns and operates a landscaping and property management business. Southport Station Financial Management provides personalized financial planning and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs active derivatives and options strategies and offers both discretionary and non-discretionary portfolio management.
Eric P
Series 65
Southport, CT
Southport Station Financial Management, LLC
Eric Peck is a financial advisor at Southport Station Financial Management, LLC in Southport, CT, holding a Series 65 license with six years of industry experience. He has been with Southport Station Financial Management since 2014, with prior roles at J&G Group, Inc. dba JPR Mechanical, Inc., and Walsh Construction Company II, LLC. Southport Station Financial Management is an SEC-registered advisory firm serving individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm manages approximately $192 million across a range of investment strategies, including mutual funds, ETFs, equities, fixed income, and options, offering both portfolio management and financial planning services.
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