Top charitable giving & philanthropy financial advisors in Bridgeport, CT

Damian Prajer is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work history includes roles at Webster Bank, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Roger Goetz is a financial advisor at Fairport Asset Management Corp with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Fairport-affiliated firms since 1988. He is also president of Fairport Financial LLC, a role he has held since 2010. Fairport Asset Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tactical asset allocation strategies across a broad range of asset classes and offers both discretionary and recommendation-only account management.

Leeland Gray is the sole advisor at Green Pastures Wealth Management LLC in Bridgeport, CT, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has worked at First Allied Securities, Inc. since 2008 and has been with Green Pastures Wealth Management since 2003. Green Pastures Wealth Management LLC provides discretionary portfolio management and non-discretionary allocation assistance to individuals, pension and profit-sharing plans, trusts, and business entities. The firm manages assets using two proprietary model families—Defensive Growth, which employs active mutual fund allocations with market timing, and All Weather, which uses a strategic, index-based approach with long-term rebalancing.

Matthew Webber is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for Fairfield FITS and owns a business that provides office and administrative assistance, including expert witness payment services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Edward Swiderski is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been associated with Fidelity Investments since 2010 and has worked with Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, he is involved as a landlord managing rental properties. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Patrick Ferguson is a financial advisor at Intentional, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Commonwealth Financial Network. In addition to his advisory role, Ferguson is licensed to sell fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as retirement plan consulting for businesses and institutions. The firm combines fundamental, technical, and economic analysis in its investment approach and offers due diligence and monitoring of alternative and private investments for qualified investors.