Professional Advisor Partners


Helping clients reach their philanthropic objectives is an important service you offer when designing plans for their retirement, estates and income tax affairs. We can help.

How can you know the giving opportunities in the Valley?

Work with the Valley Foundation. We've built close relationships with non-profits and community leaders. We have developed a wealth of knowledge about the needs and priorities of the Valley. A list of advisors who currently partner with the Valley Foundation is below. If you would like to work with us too and increase your knowledge about charitable organizations and options in the community, contact Carla Supersano Sullivan at csullivan@valleyfoundation.org or (203) 751-9162.

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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