Meet our team of skilled financial advisors.

It takes friendly, knowledgeable advisors to help you carry your financial ball across the goal line. The professionals at Liberty Bank, in conjunction with Raymond James Financial Services, have the experience and resources to work hand-in-hand with you to build a personalized strategy tailored to your needs. Here’s our championship lineup, based right here in Connecticut:

Meet our Financial Advisors

Ana_Fonesca

Ana P. Fonseca

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

909 North Colony Road
Wallingford, CT 06492

(203) 294-4594

Barbara_Ducham

Barbara Ducham

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

72 Berlin Road
Cromwell, CT 06416

(860) 807-4103

Brian_McLaughlin

Brian McLaughlin, CRPC®

RJFS Financial Advisor

Liberty Investment Services,
a Division of Liberty Bank

315 Main Street
Middletown, CT 06457

(860) 343-7409

Dave_Stewart

Dave Stewart

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

219 South Main Street
Colchester, CT 06415

(860) 531-1007

Dwayne_Stallings

Dwayne Stallings

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

27 Coogan Boulevard
Mystic, CT 06355

(860) 572-4467

Joseph Markim

Joseph Markim

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

486 Main Street
Middlefield, CT 06455

(860) 344-7278

Joseph Mauriello

Joseph Mauriello

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

160 Highland Avenue
Cheshire, CT 06410

(203) 806-2122

Ketan_Shah

Ketan Shah, CFP®, CRC®

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

504 Bridgeport Avenue, Suite 300, Box 11
Shelton, CT 06484

(203) 575-6843

Kevin_Gargano

Kevin Gargano

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

174 Washington Avenue
North Haven, CT 06473

(203) 285-2997

Kevin_Wheeler

Kevin Wheeler

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

90 Main Street
Old Saybrook, CT 06475

(860) 395-3054

Rod_Duxbury

Rod Duxbury, CRPC®

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

165 Boston Post Road
Waterford, CT 06385

(860) 444-3340

Rosario_Pulino

Rosario Pulino

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

315 Main Street
Middletown, CT 06457

(860) 344-7289

Scott_Miller

Scott Miller

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

1190 Silas Deane Highway
Wethersfield, CT 06109

(860) 761-6922

Skip_Marquardt

Skip Marquardt, CFP®

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

90 Main Street
Old Saybrook, CT 06475

(860) 395-2841

Tiffany Burkitt-Lyga

Tiffany Burkitt-Lyga

RJFS Financial Advisor
Liberty Investment Services,
a Division of Liberty Bank

333 Church Street
Naugatuck, CT 06770

(203) 575-6931

Check the background of our investment professionals on FINRA’s BrokerCheck.

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Disclosures

Raymond James financial advisers 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.

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC and are not deposits, are not insured by the FDIC or any government agency, are not obligations of the bank, are not guaranteed by the bank and are subject to risks and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Liberty Bank and Liberty Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

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