Welcome to a World of Client-First Service. Welcome to Advest.
At Advest Investment Group™, we’re revitalizing a culture of client service that many feel has been lost in our industry. We deliver boutique-style attention to detail backed by vast resources to create personalized solutions focused on the best outcomes to meet the goals of our clients and their families.
When you’re our client, you can expect:
A know-you-by-name relationship
Clear explanations of topics that could otherwise seem overwhelming
A thoughtful and patient guide and advocate for you when you need one most
A real person answering your phone calls
This simple but distinctive approach makes a real a difference in the lives of our clients.
Your Advest Team
Our team has wide-ranging, specialized experience, certifications and skillsets focused on delivering the best possible outcomes for you and your family.
Julie provides comprehensive investment planning with a specialized focus on retirement income strategies for those nearing or in retirement. Julie helps her clients turn total wealth accumulation into retirement income for life by creating distribution plans. Such planning is not a single event – it is an ever changing process.
Julie has been in the Financial Services industry for over 20 years. She graduated from Saint Joseph College in West Hartford, CT with a Bachelor of Science degree in business management and a minor in accounting.
She began her career working for the original Advest as a reorganization analyst and was promoted to a trader and then ultimately manager of the Unit Trust department. Advancing her career, she became a financial planner in the Advisory Services department.
Julie has earned the Certified Financial Planner™ practitioner, Retirement Income Certified Professional® and the Accredited Domestic Partner Advisor™ designations. She continues to advance her knowledge by continuing education, attending education forums and adding new designations that are aligned with her business in order to stay on top of the fast changing environment of the financial industry.
Christopher has served his clients for over 30 years and looks forward to helping them meet their financial goals for many years to come. He truly enjoys celebrating his clients’ personal successes and serving as a trusted confidant when needed. In addition to applicable securities registrations, Christopher holds the Accredited Asset Management Specialist designation from the College of Financial Planning.
Christopher is a lifelong resident of Connecticut and has lived in Simsbury for the last 27 years. In 2020, he and his wife, Cheryl, celebrated 35 years of marriage. They have four children and two grandsons.
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