Scott G. Stevens

Vice President - Investments

Education and Licensing

  • BA - Business Management
    Hartwick College
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Accident & Health Insurance Licensed
  • CT Partnership for Long Term Care Insured License

Personal Hobbies, Clubs and Associations

  • Enjoys Hockey, Golfing, Hiking and the Outdoors
  • Outward Bound Alumni and Supporter
  • Involved with several Connecticut Youth Hockey Associations

Prior Business Experience

  • 2018 - 2018: Raymond James
    Vice President - Investments
    West Hartford, CT
  • 2009 - 2018: Morgan Stanley
    Vice President - Investments
    West Hartford, CT
  • 1990 - 2009: Smith Barney aka Citigroup Global Markets
    Vice President - Investments
    West Hartford, CT
Phone 860-777-1805
Fax 860-255-7774