Professional Advisor Partners


Professional Advisors are Your Partners in Philanthropy

. . . and ours too. The advisors listed below have worked with the Valley Foundation to make charitable giving effective and rewarding for their clients. If you are looking for a professional advisor who is well versed in charitable giving options, you may wish to consider one from the list below.

 

Name Organization
Deborah Abildsoe Asset & Retirement Investment Associates LLC
Stephen August UBS Financial Services Inc
Greg R. Barringer, Esq. Reid and Riege PC
Patricia R. Beauregard, Esq. Pullman & Comley LLP
Andrew Boone UBS Financial Services Inc.
Mary S. Chromik Law Office of Mary S. Chromik
Karen Clute, Esq. Wiggin & Dana, LLP
William Colwell Parrett, Porto, Parese & Colwell PC
Christine L. Curtiss, Esq. Cohen & Thomas
Elwood B. Davis Northeast Financial Consultants, Inc.
Timothy Dillon, Esq. Sheehy & Dillon
Victoria DiSesa, Esq. DiSesa & DiSesa
Stan Dombroski Dombroski, Knapsack & Hollis LLC
John H. Driscoll, Jr., J.D., LL.M., CFP®  Webster Private Bank
Barbara Ellinghaus Morgan Stanley Smith Barney
James E. Fischer Fischer & Fischer
Colin M. Gershon, Esq. Colin M. Gershon Attorney at Law
Christopher Getman Soundview Capital Management
Marshal D. Gibson, Esq. Law Offices of Marshal D. Gibson, P.C.
John D. Gordon, CPA Donald L. Perlroth & Company, CPA
Paul Greenberg Ritch, Greenberg & Hassan CPAs PC
George Guertin Guertin & Guertin
Michael Gulish LPL Financial
Elizabeth R. Hartmayer Merrill Lynch Investment Managers
Hon. John Keyes Probate Judge, New Haven
Charles C. Kingsley, Esq. Wiggin & Dana
Sherman H. Krevolin, Esq. Neubert, Pepe & Monteith PC
David Ladd Ladd Capital Management
Frederick P. Leaf, Esq. Frederick P. Leaf, Attorney at Law
Donna Levine, Esq. Law Office of Donna R. Levine
Barbara B. Lindsay, Esq. Barbara B. Lindsay, LLC
Ingi-Mai Loorand, Esq. Reid and Riege, P.C.
Lorraine Martin, CPA Lorraine Martin CPA
Sheldon A. Messinger, Esq. Law Offices of Sheldon Messinger
John M. Monahan, Esq. Murtha Cullina LLP
Granville R. Morris, Esq. Essex Savings Bank
Charles Noble III Janney Montgomery Scott LLC
Gregory J. Pepe, Esq. Neubert, Pepe & Moneith
Thomas J. Perrone New England Consulting Group of Guilford
Henry T. Petry, CLU, ChFC Hentry T. Petry, CLU, ChFC
Matthew Peterson Carmody & Torrance LLP
Edward H. Pikaart Jr. CPA, CMA, CFM Pikaart Visconti & Associates
Kathy Priest, Esq. Davis, O'Sullivan & Priest, LLC
Helene Robbins, CTFA Wells Fargo Private Bank
Michael D. Saffer, Esq. The Pellegrino Law Firm, PC
Stephen Saltzman, Esq. Brenner, Saltzman & Wallman LLP
Anthony Santore, CPA Beers, Hamerman & Co., P.C.
David R. Schaefer, Esq. Brenner, Saltzman & Wallman LLP
Sandra Vigliotti Senich U.S. Trust, Bank of America
Fay Sheppard CRPC
Wells Fargo Advisors Private Client Group
Irving S. Schloss, Esq. Murtha Cullina LLP
Fred D. Sette, Esq. Sette & Bonadies PC
Fay Sheppard, CFM Wells Fargo Advisors
Michael I. Silverberg, CLU, ChFC Michael I. Silverberg, LLC
Mark Sklarz, Esq. Day Pitney LLP
Laura Sklaver, Esq. Susman Duffy & Segaloff
Daniel M. Smith J.D., CFBS Daniel M. Smith & Associates
Sara R. Stadler, Esq. Murtha Cullina LLP
Gregory Stamos, Esq. Law Office of Gregory J. Stamos
Fred Stanek, Esq. May & Stanek
Carolyn Staub Planning Partners
Thomas M. Sutnik, Esq. Law Offices of Thomas Sutnik
Andrew H. Testa Apicella, Testa & Company PC
Dominick Thomas Cohen & Thomas
Alan J. Tyma, Esq. Ryan & Tyma
Thomas J. Welch Welch, Teodosio, Stanek & Blake LLC
John H. Welch Jr. Welch, Teodosio, Stanek & Blake LLC
John J. Zaprzalka, CPA Apicella, Testa & Company PC
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