Root, Borajkiewicz, Lucarelli Wealth Advisors

Advisors

Jonathan Root, Private Wealth Advisor serving the North Haven, CT area - Ameriprise Advisors

Jonathan Root

CRPC®, CDFA®

Private Wealth Advisor

Franchise Owner
Visit Jonathan Root's website
Christopher Borajkiewicz, Private Wealth Advisor serving the North Haven, CT area - Ameriprise Advisors

Christopher Borajkiewicz

CFP®, BFA, ChFC®, CRPC®, CLTC®

Private Wealth Advisor

Franchise Owner
Visit Christopher Borajkiewicz's website
Robert J Lucarelli, Private Wealth Advisor serving the North Haven, CT area - Ameriprise Advisors

Robert J Lucarelli

CFP®

Private Wealth Advisor

Managing Director of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Robert J Lucarelli's website
Kyle Casagrande, Financial Advisor serving the North Haven, CT area - Ameriprise Advisors

Kyle Casagrande

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kyle Casagrande's website
Christopher Maciejak, Associate Financial Advisor serving the North Haven, CT area - Ameriprise Advisors

Christopher Maciejak

Associate Financial Advisor

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Nicole Bowler Pecknold, Financial Advisor serving the North Haven, CT area - Ameriprise Advisors

Nicole Bowler Pecknold

CFP®, MBA

Financial Advisor

Senior Vice President of Root, Borajkiewicz, Lucarelli Wealth Advisors
Visit Nicole Bowler Pecknold's website

Team

Kyle Casagrande

Kyle Casagrande

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Cheyenne Inturri

Cheyenne Inturri

Executive Assistant

Jennifer Myers

Jennifer Myers

Client Service Coordinator

Christopher Suggs

Christopher Suggs

Client Service Manager

Christina Lake

Investment Manager

Regina Archazki

Office Manager

Patricia Roller

Administrative Assistant