13th Annual UTC Ambassador Event

Over 100 AdviceOne clients from UTC companies joined hosts Michael Grossman, CFP®, Carlos Henriques, CFP®, Tim Miller, CFP®, Chuck Johnson, CFP®, Lorie Schappert, RFC® and Bria Doherty at The Glastonbury Boathouse for cocktails, appetizers, and trivia games. Dozens of donated food items as well as over $1500 were collected for Hands on Hartford, an organization whose mission is to help children and families have access to nutritious food and school supplies.  We look forward to this event every year and love to see our UTC clients, current and retired, reunite for a relaxing evening.

Michael Grossman and Carlos Henriques's 2018 AdviceOne Advisory Council

We are pleased to introduce Michael and Carlos's 2018 Advisory Council Members. The council members meet with Michael, Carlos and their team to discuss ideas to improve the AdviceOne experience for our clients. They are, left to right: Bob Manzi, Maria Ruotolo, Michael Grossman, CFP® , Nick Ruotolo, Vince Sidwell, Linda and Rich McClure, Carlos Henriques, CFP® , Stacy and Bob Malecki.

2018 AdviceOne UTC Ambassador Dinner in Rockford, IL

AdviceOne UTC clients joined Carlos Henriques, CFP® for AdviceOne’s third annual UTC Ambassador Dinner event in Rockford, IL. From left to right: Brian Carbone, Pat and Kim Doan, Christina Ostergard, Carlos Henriques, Belinda and Don Chritz and Brent Casto.

2018 AdviceOne Glastonbury Ambassador Dinner Dance

AdviceOne Ambassadors gathered at Glastonbury Hills Country Club in May to enjoy cocktails, dinner and dancing.  Hundreds of items were collected for Smilow Cancer Hospital to send to adults and children battling cancer.  Over $1000 was also collected to donate to the hospital.  Thanks to AdviceOne clients, advisors and staff for your generous donations!

Lorie Schappert's Ambassador Kayaking Trip

Clients joined Lorie Schappert for her fourth annual AdviceOne Ambassador Kayaking Trip.  We couldn't have asked for a better day on the water with blue skies and the scenic Old Lyme coastline.  Thank you to those who attended, and special thanks to those who brought friends and colleagues to introduce to Lorie and to AdviceOne.

2018 AdviceOne Ohio Ambassador Event

AdviceOne clients joined Tim Miller and Bill Sanderson for AdviceOne's first Ambassador Dinner event in Akron, OH.