Advisors at this firm
Steven M
Series 66
Montpelier, VT
Greenhill Financial Partners
Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, Inc., and Heritage Family Credit Union. Morneau serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he reviews policy and financials. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes a long-term, goal-based strategic asset allocation and client education, offering specialized services such as divorce financial planning and fee-only insurance guidance.
Dominic S
Series 66
Montpelier, VT
Greenhill Financial Partners
Dominic Stilwell is a financial advisor at Greenhill Financial Partners with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, Vermont State Employees Credit Union, Edward Jones, and Heritage Family Credit Union. In addition to his advisory role, he is an independent licensed insurance agent. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities. The firm employs a long-term, goal-based investment approach using professionally managed model portfolios and emphasizes client education and financial literacy.
Kasandra R
Series 66
Montpelier, VT
Greenhill Financial Partners
Kasandra Reid is a financial advisor at Greenhill Financial Partners with two years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise, LPL Financial, and VSECU. Prior to her financial services career, she held roles in education at Montpelier Roxbury Public Schools and Harwood Unified Union School District. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes client education and financial literacy and employs a long-term, goal-based investment approach grounded in Modern Portfolio Theory.