Top debt management financial advisors in Stamford, CT

Michael Robinson is a Series 65-licensed advisor with Ridgeview Asset Management Partners, LLC, where he has worked since 2016. He has a total of 16 years of industry experience, including a decade at General American Investors, Inc. Robinson also serves as a director of a small private company. Ridgeview Asset Management Partners advises high-net-worth individuals, families, trusts, foundations, and endowments through customized, discretionary separately managed accounts, and sponsors private pooled vehicles for institutional investors. The firm employs rules-based, risk-controlled investment programs tailored to client risk profiles, using diversified and tax-sensitive portfolios guided by technology and quantitative benchmarks.

Marc Defeo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm provides planning services that conclude at delivery as well as ongoing discretionary management through various managed account programs and serves as adviser to the TIAA Donor Advised Fund.

James Cook is a CFP® with 20 years of industry experience, currently serving as an advisor at TJT Capital Group, LLC. He previously worked at JC Capital Advisors Group LLC and has been with TJT Capital Group for 17 years. Cook is also the editor of the newsletter The Investors Strategist. TJT Capital Group provides discretionary portfolio management for individuals, small businesses, trusts, estates, and institutional clients, focusing on asset allocation and mutual fund and ETF selection. The firm employs a combination of fundamental, technical, and cyclical analysis to manage accounts aligned with four objective profiles and oversees approximately $294 million in assets under management.

Michelle Ross is a Series 65-licensed financial advisor with Asset Management Group, Inc. in Stamford, CT. She has seven years of industry experience and has been with the firm since 2019. Asset Management Group, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, estates, and corporate clients. The firm emphasizes asset allocation and manager selection using a combination of fundamental, technical, quantitative, and qualitative analysis.

Elizabeth Cleary is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding the CFP® designation and industry licenses including Series 63 and Series 65. She has 17 years of experience in the financial services industry, with a background at Metlife Securities Inc and Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she is the owner of Lefebvre Financial Services, LLC, and serves as a trustee on an irrevocable life insurance trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-based planning using firm-approved analytical tools.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.

Jorden Bastien is a financial advisor at LifeSteps Financial with 13 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2012. The firm serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. LifeSteps Financial employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services combined with integrated financial planning and a hands-on bill-payment and reconciliation service.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Marilynne Shadow is a financial advisor with Empower Advisory Group in Canton, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.