Vincent brings over 20 years of financial advising experience to Union Savings Bank. Using a personalized approach to customer’s needs, Vincent builds actionable strategies that help clients navigate their financial decisions in pursuit of their goals. He seeks to understand clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. In conversations with clients, he helps them determine what is truly important, and then develops actionable, flexible strategies that result in an actionable blueprint for their lifestyle.
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 is a Redding, Connecticut native and currently resides in Brookfield. He is a Level II CFA Candidate and a member of the CFA Institute and CFA Society of Hartford.
Hannah has been with Union Savings Bank since 2018. She holds a bachelor’s degree in business management from Western Connecticut State University. Hannah uses her concentration in Small Business Entrepreneurship and over 10 years of customer service experience to adapt to individuals and small businesses. This niche helps assist not only individual needs but the employer’s fiduciary responsibilities to their employees through employer sponsored plans, such as 401ks. Outside of financial planning Hannah leads the Women in Leadership initiative at Union Savings Bank, which gathers female leaders from all organizations to network and collaborate for future success. Hannah is passionate about helping her clients maximize their investments and achieve their financial goals.
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Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810