Union Savings Bank

Our People

At Union Savings Bank, we believe that the cornerstone of successful wealth management lies in the strength of our team. Our dedicated professionals are more than just advisors; they are your trusted partners. With a collective experience spanning decades and credentials from the most respected institutions, our wealth team brings a diverse set of skills and insights to each individual’s financial strategy.

Executive Team

Frederick “Rick” F. Judd, III, CFP®

Frederick “Rick” F. Judd, III, CFP®

Executive Vice President, The Wealth Group, 
Mortgage Lending, and Innovation Center

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Patricia A. Carlson

Patricia A. Carlson

Senior Vice President, Wealth Department Manager

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Investment Management

E. Keith Wirtz, CFA®

E. Keith Wirtz, CFA®

Vice President, Chief Investment Officer

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Susan E. Anderson, CTFA®

Susan E. Anderson, CTFA®

Vice President, Senior Portfolio Manager

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John E. Celli

John E. Celli

Vice President, Investment Portfolio Manager

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Stephen So, CIMA®

Stephen So, CIMA®

Vice President, Investment Portfolio Manager

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Trust & Estate Planning and Administration

Brandon J. Angotti, CFP®, CEPA®, CRPC®

Brandon J. Angotti, CFP®, CEPA®, CRPC®

Vice President, Senior Wealth Financial Planning Manager

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Rosalie Graczyk, CTFA®

Rosalie Graczyk, CTFA®

Vice President, Senior Trust Officer and Fiduciary Advisor

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Kimberly Downey, CTFA®

Kimberly Downey, CTFA®

Vice President, Trust Officer and Fiduciary Advisor

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The Wealth Group Financial Advisors | Raymond James®

Vincent Camarota Jr.

Vincent Camarota Jr.

Department Manager, Wealth Group Officer, Financial Advisor, RJFS

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Jose M. Diaz Jr. CFP®

Jose M. Diaz Jr. CFP®

Assistant Vice President, Wealth Management Financial Advisor, RJFS

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Hannah Huntley

Hannah Huntley

Financial Advisor, RJFS

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Pamela Ciccone

Pamela Ciccone

Financial Services Associate

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Disclaimers

Not FDIC Insured. No Bank Guarantee. May Lose Value.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Securities offered through Raymond James Financial Services Inc. (Member FINRA/SIPC) marketed as The Wealth Group Financial Advisors and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Wealth Group and The Wealth Group Financial Advisors are separately owned and operated and not independently registered as broker-dealers or investment advisers.

Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810
203-830-2009

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