For decades, The Sylvestre-Wall Group has helped families and businesses like yours build, preserve and transition wealth. We pride ourselves on being a high-performing team that leverages our strengths to tackle your complex financial challenges. We combine over 90 years of collective industry experience and strategic thinking to help you map a successful course for the future.
"As Managing Director - Investment Officer at The Sylvestre-Wall Group, I work with our team of talented professionals to provide a full range of investment management and planning services. We help our families use their money to build a financial foundation that helps achieve their life’s objectives. I view our team as “human service providers” first…since our collective goal is to help families better their lives."
Merrill Lynch, Senior Vice President - Investments
Paine Webber/UBS, Financial Advisor, Vice President - Investments
A.G. Edwards and Sons, Financial Advisor
College for Financial Planning, CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
Mary Washington College, BA in Economics
Additional Volunteer Work
Volunteer for Unified Sports Programs, Stonington
Lead Sponsor and Volunteer for OYC Triathlon, Tarzan Browne Run
Trustee/Board Member Charles B. Allyn Foundation, Assistant Treasurer
Trustee/Board Member Stonington Tricentennial Fund, Vice Chairman of the Board, Chairman of the Finance Committee
Participated and volunteered for Horses Healing Humans
Former Lead Sponsor for Stonington Youth Soccer
Stonington Community Center, Former Board of Governors Member – Audit, Development, and Special Services Committees
Former Chairman of the Board of Directors, Vista Vocational Life Skills, Executive, Finance, and Financial Aide Committees
Reach Out to Youth Campaign, Ocean Community YMCA
Former Member of the Special Services Advisory Council, Stonington Public Schools
Connecticut Adoption and Family Services, Former Chairman of Financial Strategic Planning Committee
Former Head Coach for various Stonington youth sports
Former Guest Speaker/Teacher in various Southeast Connecticut School Systems
Former Stonington Rotary Treasurer
Former Stonington Economic Development Committee Secretary
Volunteered for Madonna Place Volunteer
Merrill Lynch, Financial Advisor
UBS, Financial Advisor
“In my role as Financial Advisor, I’m dedicated to helping individuals and businesses develop financial and investment strategies that align with their needs, goals and risk tolerance. My mission is to provide our families with targeted, comprehensive financial advice and portfolio management strategies – all delivered with the highest level of personalized service and professional integrity.”
For over 20 years, I have helped develop customized strategies focused on each family’s specific needs. I use my extensive banking and lending background to help families focus on developing a personalized plan for their short- and long-term goals. For over 18 years, I have helped develop customized strategies focused on each family’s specific needs.
To continue my professional development as a Financial Advisor I have earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. To earn my CFP® credential, I completed hundreds of hours of rigorous courses and examinations followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is a comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors.
Key Bank (formerly First Niagara Bank), Financial Advisor
Citizen’s Bank, Branch Manager
Household Finance, Branch Manager & Loan Officer
Eastern Connecticut State University, Master of Science in Organizational Management
Eastern Connecticut State University, Bachelor of Science in Business Economics
Away from the office
I grew up and currently live in Norwich, CT with my daughter. I enjoy spending my free time with my family and friends. When I was younger, I spent 12 years competing in artistic roller-skating, including victories at the regional level, competition at the national level, and invitations to Olympic training camps. Even now, I have my skates ready and waiting in my trunk!
“With more than 40 years of industry experience, I have an excellent working knowledge of how to deliver exceptional client service and how it can favorably impact the many components of our families’ financial lives."
In my role, I manage the day-to-day operations for the team and assist our families with their administrative and account needs. My positive attitude and wealth of client service knowledge provides a great value to the team and our families.
Stifel Nicolaus, Senior Client Associate
UBS, Operations Manager and Senior Client Associate
Away from the office
I have two sons and eight grandchildren. I enjoy spending time with them whenever I can. I also enjoy going on walks and traveling both locally and abroad.
“In my role as Client Associate, I lead the team’s project management and analysis efforts. With advanced analytics that use sophisticated techniques and tools, I help our advisors access the deep information and insights they need to go above and beyond in their due diligence and complex financial recommendations.”
I joined The Sylvestre - Wall Group after having spent 20 years at IBM focusing in data analytics and business/project management.
Away from the office
I grew up and currently live in Mystic, CT, with my wife, Kyle, our twin daughters and our dogs. When not spending time at the office or with family, I enjoy mountain biking and boating.
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