Vincent brings over 20 years of financial advising experience to Union Savings Bank. Using a personalized approach to customer service, Vincent builds actionable strategies that help clients navigate their financial decisions in pursuit of their goals. Vincent is involved with Guiding Eyes for the Blind and is a member of the Trumbull Rotary Club.
Jose joined Union Savings Bank in 2011. He completed his CFP® coursework at Fairfield University and is a CERTIFIED FINANCIAL PLANNER™ professional. In this role he works closely with clients to identify their objectives, determine appropriate options and ultimately help them make educated decisions. Jose serves as a Board Member on the Latino Scholarship Fund, Inc.
Hannah has been with Union Savings Bank since 2018. She graduated with a Bachelor’s Degree in Business Management with a concentration in Small Business Entrepreneurship from Western Connecticut State University. With over 10 years of customer service experience, her relationship-building skills and service excellence brought her to the current role as Financial Advisor. She is passionate about helping guide clients to achieve their financial goals.
Check my background with FINRA’s BrokerCheck
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, 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) and are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Union Savings Bank and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services.
Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810