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Advisor Directory

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Dodd Koeckert
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone203-351-9320
Visit The Koeckert Caulford Grouplaunch
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Nina Caufield
Senior Vice President - Financial Advisor
Portfolio Director Group
phone203-351-9348
Visit The Highlander Grouplaunch
The Condy Morton Group
phone203-351-9343
Visit websitelaunch
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The Highlander Group
phone203-351-9331
Visit websitelaunch
Adam Morton
Senior Vice President - Financial Advisor
Portfolio Director Group
phone203-351-9351
Visit The Condy Morton GrouplaunchVisit Morton Henderson Grouplaunch
Katherine Condy
First Vice President - Financial Advisor
phone203-351-9343
Visit The Condy Morton Grouplaunch
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Doug Henderson
Vice President - Financial Advisor
phone203-351-9356
Visit Morton Henderson Grouplaunch
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Angelika Caulford, CPFA®
First Vice President - Branch Director
Financial Advisor
Portfolio Director Group
phone203-351-9333
Visit The Koeckert Caulford GrouplaunchVisit The Morton Caulford Grouplaunch
Michael Occhiuto
Senior Vice President - Financial Advisor
Institutional Equity Sales
phone212-703-6122
Visit websitelaunch
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Samuel Gilliland
Senior Vice President - Financial Advisor
Portfolio Director Group
phone203-351-9331
Visit The Highlander Grouplaunch
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Chris Phillips, CFP®, CPFA®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone203-351-9317
Visit Chu, Phillips & Associateslaunch
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Chu, Phillips & Associates
phone203-351-9315
Visit websitelaunch
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Jim Weinstock
Senior Vice President - Financial Advisor
phone203-351-9396
Visit websitelaunch
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Skip Morton, M.A.
Senior Vice President - Financial Advisor
Portfolio Director Group
phone203-351-9326
Visit The Morton Caulford Grouplaunch
The Koeckert Caulford Group
phone203-351-9320
Visit websitelaunch
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The Morton Caulford Group
phone203-351-9333
Visit websitelaunch
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Alan Cirulli
Senior Vice President - Financial Advisor
Portfolio Director Group
phone203-351-9312
Visit websitelaunch
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Joseph Chu, CFP®, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone203-351-9315
Visit Chu, Phillips & Associateslaunch
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Stephen Pendergast
Senior Vice President - Financial Advisor
Portfolio Director Group
phone203-351-9344
Visit websitelaunch
Morton Henderson Group
phone203-351-9356
Visit websitelaunch
Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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