Preferred Partners

Tim Romano, Jr., Morgan Stanley Wealth Management

• Address: 500 Post Road East, Westport, CT 06880
• Phone Number: 203-221-6082
• Email: Timothy.Romano@morganstanley.com
• Website: morganstanleyfa.com/timothy.romano/

Michael S. Hillgen-Santa, Hillgen-Santa Financial Group, LLC.

• Address: 2336 Main Street, Stratford, CT 06615
• Phone Number: 203-380-1118
• Email: mshs@h-sfg.com
• Website: h-sfg.com

Joseph C. Viviani CFP, CRPC, The Viviani Group - Morgan Stanley Wealth Management

• Address: 58 South Service Road – Suite 400, Melville, NY 11747
• Phone Number: 631-755-8884
• Email: Joseph.Viviani@morganstanley.com
• Website:

Eric M. Carter CPWA, UBS Financial Services, Inc.

• Address: 8 Wright Street -3^rd Floor, Westport, CT 06880
• Phone Number: 203-291-1073
• Email: Eric.carter@ubs.com
• Website: ubs.com/fa/ericcarter

Andrew Roselli, Barnum Financial Group

• Address: 6 Corporate Drive, Shelton, CT 06484
• Phone Number: 203-513-6195
• Email: Andrew.roselli@barnumfg.com
• Website: andrewroselli.com

Eric H. Zielinski CPA, PFS, Eric H. Zielinski & Co., LLC.

• Address: 1735 Post Road, Fairfield, CT 06824
• Phone Number: 203-275-8860
• Email: EricZ@AtoZ-CPAs.com
• Website: atoz-cpas.com/index.htm

Andy Aziz, True Payroll Integration

• Address: 2349 Black Rock Turnpike, Fairfield, CT 06825
• Phone Number: 855-874-7291 ext. 317
• Email: Andy@tpipay.com
• Website: tpipay.com