Aegis Wealth Partners, an Office of National Financial Network Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. Aegis Wealth Partners is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1291 Boston Post Rd, Ste 101, Madison, CT 06443, ph# 203.318.7070 PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 2015-5159 Exp 4/17

Find Aegis Wealth Partners, an Office of National Financial Network employees' phone numbers or email addresses

Aegis Wealth Partners, an Office of National Financial Network Global Highlights

North America
67

United States Of America
67

Aegis Wealth Partners, an Office of National Financial Network's Leadership

C. D. M.
Chief Executive Officer, Chief Creative Officer And Co-Founder
Mobile Phone
Email
B. H.
President
Mobile Phone
Email
R. M.
President
Mobile Phone
Email
D. T.
Partner
Mobile Phone
Email
J. D.
Principal And Chief Operating Officer
Mobile Phone
Email
K. P.
Vice President
Mobile Phone
Email
L. J.
Senior Vice President
Mobile Phone
Email
M. M.
Associate Vice President
Mobile Phone
Email

Contact profiles from Aegis Wealth Partners, an Office of National Financial Network

Name

Title

Contact Info

Location

Last Update

D. T.
Partner
Mobile Phone
Email
United StatesColorado
Nov 14, 2025
B. H.
President
Mobile Phone
Email
Aug 13, 2025
C. D. M.
Chief Executive Officer, Chief Creative Officer And Co-Founder
Mobile Phone
Email
Oct 22, 2024
J. D.
Principal And Chief Operating Officer
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024
R. M.
President
Mobile Phone
Email
United StatesNew Hampshire
Aug 03, 2025
K. P.
Vice President
Mobile Phone
Email
United StatesConnecticut
Oct 19, 2025
L. J.
Senior Vice President
Mobile Phone
Email
Oct 23, 2024
M. M.
Associate Vice President
Mobile Phone
Email
United StatesConnecticut
Oct 21, 2024
R. H.
Executive Director
Mobile Phone
Email
Oct 17, 2024
T. F.
Sponsor Relations Operations Manager
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Aegis Wealth Partners, an Office of National Financial Network known for?

Aegis Wealth Partners, an Office of National Financial Network operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-764-****

. Explore Aegis Wealth Partners, an Office of National Financial Network's company overview page for more information.

What is Aegis Wealth Partners, an Office of National Financial Network's most common email format?

Aegis Wealth Partners, an Office of National Financial Network employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aegis Wealth Partners, an Office of National Financial Network email formats with LeadIQ.

How many employees does Aegis Wealth Partners, an Office of National Financial Network have currently?

Aegis Wealth Partners, an Office of National Financial Network has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Aegis Wealth Partners, an Office of National Financial Network's key employees and leadership?

As of December 2025, Aegis Wealth Partners, an Office of National Financial Network's key employees include:

Chief Executive Officer, Chief Creative Officer And Co-Founder: C. D. M.
President: B. H.
President: R. M.
Partner: D. T.
Principal And Chief Operating Officer: J. D.

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