Moneco Advisors
We have always believed that clients deserve more from their advisors. We built our firm to provide truly client-centric service: in-depth financial planning that puts each client’s needs, priorities, and goals at the center of our relationships. Today, our multigenerational team works collaboratively to address the complete financial lives of our clients—from answering general questions to solving the most complex wealth management challenges. We’ve spent decades refining our client-driven approach and commitment to providing objective, unbiased support. We strive to use our diverse experience, vast resources, and our deep understanding to help give you confidence that your financial future is in good hands. Office locations in Fairfield CT, New Canaan CT, Glastonbury CT, Hamden CT, Westchester, The Berkshires and Bergen County. Securities offered through LPL Financial, Member SIPC Investment Advice offered through Moneco Advisors, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which Moneco is registered to do business, please visit
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Verified contacts
51
available on Kipplo
LinkedIn employees
59
51 to 200 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
2
tools in use
Monthly traffic
560
organic / mo
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Decision-makers and verified team members
51 contacts with verified email or phone · masked until revealed.
- JR
Joanna Russell
Partner and Director of Client Services · Customer/Client Service
EmailPhone - NM
Noreen McGorty
Director of Operations · Operations
EmailPhone - KS
Kyle Scafariello
Wealth Advisor · Finance & Accounting
EmailPhone - MA
Max Alpert
Relationship Manager · Sales & Business Development
EmailPhone - DL
David Lincoln
Msfs, Chfc, Clu, Certified Financial Planner Financial Advisor · Finance & Accounting
EmailPhone - DM
Doug MacLean
Financial Advisor · Finance & Accounting
EmailPhone - AL
Allison Loring
Director of Compliance Chief Compliance Officer · Legal
EmailPhone - BS
Byrke Sestok
Partner · General Business & Management
EmailPhone - CR
Charlie Rocco
&, · Other
EmailPhone
Showing 9 of 51 verified contacts
Top roles at Moneco Advisors
32 distinct titles indexed · top 10 shown.
- 4partner
- 4relationship manager
- 3client services manager
- 3wealth advisor
- 2cec
- 2financial advisor
- 2wealth management intern
- 1&,
- 1()
- 1,, &,
- +22more titles
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