Avon, CT Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

3

Of 1,447 advisors across 544 offices

Location

60 Avon Meadow Ln.

Avon CT 06001

Advisors at this office

3

Advisors at this office

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Michael H

Series 63, Series 65

Avon, CT

Kestra Advisory

Michael Hatch is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at SHP Wealth Management, Wise Wealth LLC, and Pruco Securities, among others. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients including large institutional investors like sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John V

Series 66

Avon, CT

Kestra Advisory

John Vassello is a financial advisor at Kestra Advisory with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Infinex, Symmetry Partners, Carson Wealth, and Wealth Enhancement Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers fiduciary consulting, plan design, and oversight services, utilising multiple management platforms and third-party solutions within a supervisory framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Kathryn B

Series 65

Avon, CT

Kestra Advisory

Kathryn Blake is a financial advisor at Kestra Advisory with a Series 65 designation and two years of industry experience. She has worked at Kestra Advisory since 2024 and previously spent 18 years at Charlotte Hungerford Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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