A Multigenerational Team of Principled Wealth and Financial Advisors Devoted to Your Success

Financial Advisors

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Cary Stamp

CFP^®, CDFA^TM, AIF^®, CAP^®, AEP^®
CEO / Financial Advisor

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Leading-Financial-Advisor-Stamford-CT-Frank-Francese

Frank Francese

Financial Advisor, MBA

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Principled-Wealth-Management-Dan-Roth-ChFC-Jupiter-Florida

Dan Roth, ChFC^®

Financial Advisor

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<img class="fl-photo-img wp-image-5637 size-full" src="https://carystamp.com/wp-content/uploads/2021/03/Rob_3302-web-optmz-rev.jpg" alt="Financial Advisor Rob Taylor" itemprop="image" height="432" width="288" />

Financial Advisor Rob Taylor

Rob Taylor, CFP^®, CLU^®, AEP^®

Financial Advisor

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<img class="fl-photo-img wp-image-2088 size-full" src="https://carystamp.com/wp-content/uploads/2019/05/WellerJosh4.jpg" alt="Florida-Sustainable-ESG-Investing-Wealth-Management-Josh-Weller" itemprop="image" height="432" width="288" title="Josh Weller Investment Financial Advisor" />

Florida-Sustainable-ESG-Investing-Wealth-Management-Josh-Weller

Josh J. Weller, AIF^®

Financial Advisor

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Management & Associates

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Patrick-Thompson-COO-Cary-Stamp-Co

Patrick Thompson

Chief Operating Officer

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<img class="fl-photo-img wp-image-1577 size-full" src="https://carystamp.com/wp-content/uploads/2019/04/BradleyLiz.png" alt="Bradley Liz" itemprop="image" height="432" width="288" title="BradleyLiz" />

Bradley Liz

Liz Bradley

Executive Assistant

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Shannon Diaz

Administrative Assistant

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Jacquelyn Neph

Jacquelyn Neph

Risk Management Analyst

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<img class="fl-photo-img wp-image-5638 size-full" src="https://carystamp.com/wp-content/uploads/2021/03/Jack_3361-web-optmz-rev.jpg" alt="Financial Analyst Jack Schanne" itemprop="image" height="432" width="288" title="Jack_3361 web optmz rev" />

Financial Analyst Jack Schanne

Jack Schanne

Financial Analyst

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Stamp Sharon

Sharon Stamp

Client Concierge

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<img class="fl-photo-img wp-image-5632 size-full" src="https://carystamp.com/wp-content/uploads/2021/03/Ryan_3262-web-optmz.jpg" alt="Ryan Swenson Financial Analyst" itemprop="image" height="432" width="288" />

Ryan Swenson Financial Analyst

Ryan Swenson

Financial Analyst

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<img class="fl-photo-img wp-image-5639 size-full" src="https://carystamp.com/wp-content/uploads/2021/03/Andrew_3208-web-optmz-rev.jpg" alt="Director of Financial Planning Andrew Trammell" itemprop="image" height="432" width="288" />

Director of Financial Planning Andrew Trammell

Andrew Trammell, MSFP, CFP^®

Director of Financial Planning Services

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Cary Stamp, Daniel Roth, Robert S. Taylor and Frank Francese are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member www.finra.org www.sipc.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Josh Weller is an Investment Adviser Representative with/and offers Advisory Services through Commonwealth Financial Network, a Registered Investment Adviser registered in all 50 states. As Investment Adviser Representatives of Commonwealth Financial Network, Josh Weller can offer advisory services nationwide. Privacy Policy

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OFFICES: 110 Bridge Road, Tequesta, FL 33469 / 700 Canal Street, Stamford, CT 06902 / Main Phone: (561) 471-7700 / Email: info@carystamp.com