• Stephen G. Sykes , CMFC®

    Managing Director

    Senior Vice President, Wealth Management

  • Named to the Forbes list of Best-In-State Wealth Advisors
  • Bachelor of Science in Finance, Fairfield University, 1995
  • 21 years of industry experience
  • Responsible for financial planning, investment management & estate planning
  • CMFC® – Chartered Mutual Fund Counselor
  • Member of the Raymond James Institute of Investment Management Consulting*
  • Enjoys golf, volleyball, basketball and bowling

*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.