New Canaan Group
New Canaan Group is a financial services firm dedicated to educators, business professionals, individuals & families. We provide financial strategies and seminars that help people feel empowered and confident in their future. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.[Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 8018129.1 (Exp.06/2029)
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Verified contacts
14
available on Kipplo
LinkedIn employees
42
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
17
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- EK
Emmanuel Kouzelis
Financial Advisor · Finance & Accounting
EmailPhone - JC
Joseph C. Scappatura
Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone - BP
Bennett Pardue
Partner · General Business & Management
EmailPhone - FD
Frank Defrancesco
Partner · General Business & Management
EmailPhone - JM
Joel Miller
Managing Partner · General Business & Management
EmailPhone - BT
Bradley Thompson
Director of Portfolio Strategy · General Business & Management
EmailPhone - CB
Chris Brockett
Wealth Management Specialist · Finance & Accounting
EmailPhone - BB
Brittney Bottino
Client Success Specialist · Customer/Client Service
EmailPhone - MM
Michelle McGuire
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at New Canaan Group
9 distinct titles indexed · top 9 shown.
- 3partner
- 2director of portfolio strategy
- 2financial advisor
- 1certified financial plannertm professional
- 1client success specialist
- 1communications & operations strategist
- 1managing partner
- 1sales
- 1wealth management specialist
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