Bristol, CT Office

Team
Updated today

Client AUM

$1,426,014,315

Clients

2,361

Advisors

2

Of 35 advisors across 13 offices

Location

10 Main St, 4th Flr.

Bristol CT 06010

Advisors at this office

2

Advisors at this office

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Thomas B

Series 63, Series 65

Bristol, CT

The Patriot Financial Group, LLC

Thomas Barnes Jr. is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial, Securities America Inc., Riverside Wealth Management, and Cetera Financial Specialists LLC. He serves as chairman of the City of Bristol Retirement Board and holds board and treasury roles with the Central CT Chamber of Commerce and The West Cemetery Association. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management and employs a range of investment strategies and asset types, managing approximately $2.4 billion across 37 advisors.

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Annuities Founder/Business Owner
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Jill B

ChFC®, Series 63, Series 65

Bristol, CT

The Patriot Financial Group, LLC

Jill Brandon is a financial advisor at The Patriot Financial Group, LLC with 32 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Cetera Financial Specialists, Riverside Wealth Management, Securities America, Cetera Advisor Networks, and Robert Hensley and Associates. Outside of her advisory work, she is involved as a riding instructor at Spirithorse Therapeutic Riding Center and serves on the investment committee of the Chrysalis Center, a nonprofit organization. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, with quarterly reviews and access to institutional platforms and third-party managers.

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Annuities Founder/Business Owner
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