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Team

Liberty Wealth Advisors combines over 28 years of experience in wealth management services with a team-based approach to provide high-end, fully personalized service to our valued clients. We are proud to present our team:

 
As President of Liberty Wealth Advisors, Michael strives to help clients fulfill their overall financial needs through customized wealth management. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional for over 28 years,...

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As a Relationship Manager, Emily is the face of Liberty Wealth Advisors in our Stamford Office, bringing our products and services to life for all of our clients. She focuses the majority of her time deepening our client relationships...

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Anna is an integral member of the Liberty Wealth Advisors team. She leads our Client Services group and takes pride in the strong relationships she builds with all our clients. Her valuable assistance in a myriad of tasks has made her...

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Michelle joined the Liberty Wealth Advisors team in 2013, and provides administrative support to maintain an efficient office environment. As Office Manager, Michelle assists the President with Project Management, Financial Forecasting...

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