Broker Check

Our Team

Mark D. Stevens, CFP®, CMFC

Financial Advisor

203-780-7019

mark.d.stevens@lpl.com

Trustworthiness is a trait that Mark feels many of his clients would mention first when they think of him. He would suggest that the high degree of trust he engenders in his clients is borne out of years of providing dependable service...

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Patrick Boutilier, CMFC®, CRPC®

Financial Advisor

203-780-7011

patrick.boutilier@lpl.com

Patrick, who earned a Bachelor’s degree from Quinnipiac University in Hamden Connecticut, currently resides in Madison, CT with his wife Cindy and beautiful daughter Giuliana. When thinking of Pat, the words empathetic, caring...

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Christopher Stevens

Financial Advisor

203-780-7022

chris.stevens@lpl.com

There is an old saying that the apple doesn’t fall far from the tree. That certainly is the case with Christopher (Son of Mark & Tina). Who is currently working at Stevens & Boutilier as a Financial Advisor. Trustworthiness,...

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Denise Filardo

Administrative Assistant

(203) 780-7023

denise.filardo@lpl.com

Denise has worked in the financial services industry for over thirty years. Her entire professional career has been spent striving to provide efficient and dependable service to her clients and friends. If you spoke with those clients ...

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Joseph McDonagh, CLU, ChFC

LPL Financial Advisor

(203) 780-7015

jpmcdonagh@wradvisors.com

Joe has been a financial advisor and insurance agent since 1990.  He began his career with MassMutual...

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