187 Danbury Road
Prime Financial Services is a third generation firm who works together to provide value to our clients through educating them about their financial choices. We are experienced professionals who have helped many people just like you with similar issues or concerns.
All of our team members have some type of connection with medical professionals whether it is in our family, our friends or our clients. We understand the pain points that you may be having and have been working with physicians for over 60 years to help them meet their financial goals.
Financial Adviser, Management Team
Howard Wein, second generation of Prime wealth advisers has been with Prime since 1976. He obtained a B.S. in Finance and Accounting from Graham College in Boston. Howard is a Registered Representative and an Investment Advisor...
Jason is a third generation of PRIME wealth advisers, and joined the firm in 2002. As a partner in the firm my expertise includes tax mitigation, financial/goal planning, as well as a full range of financial concierge services for...
Lawrence (Larry) Bernstein joined Prime in 1980. He is a graduate of the State University of New York - Albany with a Bachelor's degree in Economics and English. Larry is part of the management team for Prime Financial Services and is...
Nolan is a Wealth Manager with over 20 years experience in financial markets. He focuses on personalized investment strategies; tax efficient investment products and retirement planning. Nolan's extensive experience in Emerging Market...
Max was educated at both Lehigh University and the University of Connecticut, where he graduated Summa Cum Laude with a degree in Quantitative Economics. After entering into a job in corporate management, Max quickly learned that the...
Alex was born and raised in North Dakota. He graduated in 2011 from Jamestown College with a degree in Business Administration as well as a degree in Financial Planning and Marketing. He played college baseball and following his senior...
Business Operations Manager
Darby Burke is in Prime's Business Operations. She has over fifteen years of recent experience within financial services in sales support, operations and compliance. She holds a B.S. from the University of Connecticut. Connect with...
As a Financial Adviser, Todd is passionate about working with physicians and medical professionals at every stage of their career to help them achieve their financial goals. He has a deep understanding of what a strong financial plan...