FINANCIAL
Meet Your Smith Brothers Financial Services Team
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Jim M. Lauzon*, CLU® Jim has been helping individuals and business owners accumulate and preserve assets for over 20 years. He will earn your trust with experience and dedication. Prior to joining Smith Brothers Financial Services, Jim was a Registered Principal with New York Life. Jim holds the Certified Life Underwriter designation from the American College for Financial Planning. |
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Samuel P. Belsito, III*, CFP® Sam has been providing financial planning and investment strategies to clients for over 12 years. Sam specializes in strategies to help protect, manage and grow wealth. Prior to joining Smith Brothers, he was with Merrill Lynch and UBS as a Senior Financial Advisor. In 2006 Sam was awarded the Certified Financial Planner™ designation by the Financial Planning Board of Standards, Inc. Sam holds a Bachelor of Sciences degree from the University of Dayton, School of Business and currently resides in Coventry, CT with his wife and daughter. Sam is an active member of the Town of Coventry Economic Development Board as well as the town's Insurance Review Board. |
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Pamela Johnson Pam has over 20 years of experience providing superior service to clients. Working together with the Smith Brothers Financial team, Pam's goal is to assist in providing the ultimate client experience. |
* Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. PO Box 64284 St. Paul, MN 55164 (800)800-2638. Smith Brothers and Woodbury Financial Services, Inc. are not affiliated entities. Services offered only where licensed to do business. Currently licensed in CT, MA, NH, MD, NY, NJ, RI, VA, FL
68 National Drive, Glastonbury, CT 06033