We would like to extend our congratulations to our Vice President, Connor Dolan, for being named one of the Top Next-Generation Advisors by Forbes.


The 2018 Top Next-Generation Wealth Advisors List includes 1,000 young, talented advisors who represent the future of the wealth management industry. Each advisor was evaluated by SHOOK Research based upon in-person interviews, industry experience, compliance records, revenue produced, and assets under management.


Connor is 1 of only 18 financial advisors in the state of Connecticut that was recognized by Forbes.


To learn more about Forbes’ Top Next-Generation Wealth Advisors visit: https://www.forbes.com/top-next-gen-advisors/



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