Waterbury, CT Watertown Ave. Office

Thomas La Pointe is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. La Pointe is also a commissioned notary in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Hannah Verdi is a financial advisor at LPL Financial with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at MetLife Group, Raven Capital Management, and FactSet. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

James Coleman Sr. is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 63 designation and 36 years of industry experience. He previously led Coleman Financial Advisory Group for over 18 years and worked with Securities America Advisors and Securities America, Inc. He serves as chairman of the Connecticut chapter of the Society Of Financial Awareness and is an author of "Educated Investing." LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with access to model portfolios, research, and a range of investment strategies.

Zachary Verdi is a financial advisor at LPL Financial with a Series 66 license and one year of industry experience. Prior to joining LPL Financial, he held positions at Thermo Fisher Scientific, Johnson and Johnson, Iqvia, and Elegran Real Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.