eliot1

Eliot has helped hundreds of clients over the years achieve their financial planning goals, and has learned the right questions to ask to develop successful strategies for each client. He created The Advisors Center, LLC to offer an independent platform for quality strategic and tactical planning services, particularly for professional advisors with complex needs.

Eliot is a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Fund Specialist. He holds numerous industry licenses, including securities registration as both a registered principal and a registered representative with RJFS. He is also a member of the firm’s technology and compliance advisory council’s.

His management experience includes duties as a compliance officer, product coordinator, national sales manager, President of a 140 person RIA and numerous other roles starting back since 1980.

He belongs to various professional groups, such as the Financial Planning Association, the Hartford CFA Society, the CFA Institute, the National Association of Tax Professionals, the Institute of Certified Fund Specialists, and the Estate & Business Planning Council of Greater Hartford. A University of Connecticut graduate, Eliot earned his B.S. in Finance and completed graduate work in taxation at the University of Hartford.

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