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Financial Advisors
64 South Main Street
Essex, CT 06426
Essex, CT 06426
tel: 860-443-7100
toll free: 800-289-8890
fax: 860-447-4850
toll free: 800-289-8890
fax: 860-447-4850
Group Details
Harry S. Oakley, Jr., CFA®
Senior Vice President - Wealth Management
Portfolio Management Director
Portfolio Management Director
tel: 860-443-7100
toll free: 800-289-8890
fax: 860-767-4850
Professional Details
- Financial Services Industry since 1991
- Chartered Financial Analyst®, CFA®
- Prior consulting and management experience in Corporate Retirement Programs
- MBA – Boston College
- BA – Washington & Jefferson College
- Treasurer, Creative Arts For Developing Minds Enriching the lives of Foster Care and Adoptive Children
- Past Commodore, Shelter Island Yacht Club
- Past Treasurer, Habitat for Humanity of Southeastern Connecticut
- Interest include: Sailing, Golf, Fishing
Harry S. Oakley, Jr., CFA® is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, NH, NJ, NM, NV, NY, OH, PA, RI, SC, VT, WA
Thomas D. Wing
Senior Vice President - Wealth Management
Senior Portfolio Manager
Senior Portfolio Manager
tel: 860-443-7100
toll free: 800-289-8890
fax: 860-767-4850
Professional Details
- Financial Services Industry since 1976
- BA - Wittenberg University
- Past Commodore, Hamburg Cove Yacht Club
- Past President, Guilford Rotary Club
- Former Board Member, The Williams School
- Past Treasurer, The Williams School
- Past Treasurer, The First Congregational Church of Lyme
- Interest include: Sailing, Gardening, Golf
Thomas D. Wing is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MA, MD, NH, NJ, NM, NV, NY, OH, PA, RI, SC, VT, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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