South Glastonbury, CT Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,205 offices

Location

South Glastonbury CT

Advisors at this office

2

Advisors at this office

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Robert S

Series 66

South Glastonbury, CT

Commonwealth Financial Network

Robert Schneider is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been a co-owner and partner at Omnica Wealth since 2015 and also has an ongoing affiliation with the University of Connecticut since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services along with operational, trading, technology, and compliance support. The firm offers various investment solutions including discretionary model portfolios and personalized indexing options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Amie B

Series 66

South Glastonbury, CT

Commonwealth Financial Network

Amie Brower is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 16 years of industry experience, including roles at MML Investors Services and as co-owner of Meritage Financial Strategies. Her practice involves a combination of advisory and insurance services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by the firm’s Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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