ALAN SYLVESTRE, CFP®, CRPC®

Financial Advisor

Managing Director - Investment Officer

Address: 86 Denison Ave, SUITE 1 , Mystic , CT 06355-2712
Call: 860-572-2885  |  800-677-7011    Fax: 860-572-7079
Email: Alan.Sylvestre@wellsfargoadvisors.com Compose mail in a new window

My Background

Alan is a CERTIFIED FINANCIAL PLANNER® certificant and has also earned the Chartered Retirement Planning Counselor SM designation. <br/>For almost 30 years, Alan has led the Legacy 7 Financial Group of Wells Fargo Advisors with detailed-orientated processes to better meet our client?s changing needs. This includes multi-generational wealth planning, advanced elder care and special needs planning. He views our team as a human service provider first, with our collective goal of helping families better their lives.<br/>Alan lives in Stonington, CT with his wife of 25 years, Tanya, and their two children. He and Tanya founded, ?Inclusion ? A Sylvestre Foundation? and are working on ?Project 101? building a center to support individuals with disabilities.<br/><br/>Please visit our website to learn more: www.legacy7financial.com

My Associate(s): Kathleen Morgan, Senior Client Associate ; Morgan Humphrey, Client Associate
Securities Registered in the following states: AZ, CA, CO, CT, FL, IL, KY, MA, MD, ME, MN, MO, MS, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Insurance licensed in the following states: Resident State: CT
ALAN SYLVESTRE: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Connecticut : Mystic Branch