My practice is built on a foundation of providing objective, honest, and precise strategies. The work I accomplish with my clients is based solely on providing tools to help them attain their financial goals and aspirations, while providing the highest level of personal service and ongoing education.

• Currently holds Series 7, 63, and securities registrations and is licensed to sell and service Employer-Sponsored and/or Individual Direct Investments, Life, Disability, Accidental and Health insurance in CT and NY.

• Established and Managed Benefits Package for Non-For-Profit, Faith-Based Organizations, and Government Entities

• Provide Internal Corporate Education for Executives and Employees Otis has over 10 years of experience in the financial industry, working for People’s Bank,New Alliance Investment and Royce Investment. Otis understands the Importance of preparing for all his client needs, including the unforeseen ones.