Your Team

William F. Giaquinto Jr., CRPC®

Managing Partner

William F. Giaquinto Jr. is the Founder/Managing Partner of Nutmeg Advisory Group. Bill is a Registered Principal of Lincoln Financial Securities and graduated from Clark University in Worcester, MA , where he was a management major and graduated with a Bachelor of Arts degree. In 2008, he successfully completed his designation as a Chartered Retirement Planning Counselor™  or CRPC®. To see why you should choose a Chartered Retirement Planning Couselor ™ or CRPC® designee, click here.

Bill was recognized as the Top Advisor for Growth by Lincoln Financial Securities in 2016.  He also has been listed in Connecticut Magazine every year since 2012 as a Five Star Wealth Manager*.  He has also qualified to be a member of the Million Dollar Round Table** every year since 2016.

Bill began his career as a Registered Representative of Jefferson Pilot Securities Corporation in 2000 and subsequently founded Giaquinto Wealth Management Group (Nutmeg Advisory Group). He has served as President of the Hamden Chapter of Business Networking International (BNI) from 2002-2003 and 2005-2006. He is currently a board member of New Haven Country Club.  Bill also serves as a member of the Advisory Board of Lincoln Financial Securities. 

Bill lives in Hamden with his wife Megan, daughters Isabelle and Evelyn, son Will and their rescue dog Dash. Bill enjoys both spending time with his family and playing golf.

*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award.  Working with a Five Star Wealth Manager is no guarantee of investment success.  For more information go to http://bit.ly/2dVQQFc
**To qualify for the [enter name] members must meet a certain level of premium, commission or income during the year.  For details please visit http://bit.ly/2efFx0ex

Scott Berney

Manager

Scott Berney, Partner at Nutmeg Advisory Group, joined the firm in 2015 after seven years with Anthem Blue Cross and Blue Shield working with Medicare beneficiaries.  During this time, Scott gained a tremendous amount of expertise surrounding Medicare and the different facets of its program.  Scott has organized numerous community events in which he has taught thousands of Medicare Beneficiaries all about Medicare and their options beyond.  During his time with Anthem, Scott was known in the community as the “Medicare guy”. 

Scott is licensed and appointed through multiple carriers to provide long term care insurance, disability, life insurance and Medicare Supplemental coverage.  

In order to fully service his clients with retirement planning, Scott wanted to become a financial advisor. Scott became a Registered Representative of Lincoln Financial Securities Corp. in 2015, having successfully completed the Series 7 and 66 examinations.

Scott has a Bachelor's Degree from the University of Connecticut and lives in Hamden with his wife Amy and two children Avery(12) and Shane(10). Scott spends his free time playing golf and coaching youth sports.

 

 

Lisa Brennan

Account Executive

Lisa Brennan joined us in 2016 with over 30 years of insurance and financial planning experience.  After graduating from the University of Hartford Summa Cum Laude with a Bachelors of Science in Business Administration, Lisa went on to work in underwriting for The Hartford and Aetna.  She then moved to GroupAmerica where she served as the Director of Marketing, Underwriting and Administration.  More recently, she worked as an Account Executive for Horizon Benefit Group, LLC where she managed a block of 401(k), individual and group benefit business.  She holds her Series 6 and 63 licenses and is a Administrative Representative with Lincoln Financial Securities.  Lisa and her husband, Jay, live in North Haven and have two sons.  They are all very active in the community.

 

 

 

 

 

 

 

Meredith Aurora

Account Executive

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Craig Giaquinto

Insurance Representative

Craig Giaquinto joined our firm in 2017. He is a graduate of Clark University (Worcester, MA) earning a Bachelor of Arts degree in Psychology. Craig comes to us with a diverse background having worked as an Investigative Social Worker with the State of Connecticut Department of Children and Families.  He currently holds a resident state producers license in Life, Health & Accident Insurance where he is appointed through multiple carriers to provide Long-Term Care insurance, Disability, Life Insurance and Medicare Supplemental coverage. 

 

In addition, he also holds a resident state producers license in Property & Casualty Insurance.  Craig can further service individuals with Homeowners, Automotive and Business Insurance through an association with an established local insurance agency, Grasso Associates, LLC.     

Craig currently resides in Milford, CT and is a member of the Knights of Columbus - Santa Maria Council.

 

 

 

David MacNiven

Insurance Representative – Specializing in Medicare

Dave MacNiven joined our firm in 2019 after more than 5 years working with Medicare beneficiaries at Anthem Blue Cross and Blue Shield and CarePartners of CT and a decade working for nonprofit organizations including The Michael J. Fox Foundation for Parkinson's Research and The Hole in the Wall Gang Camp. He has assisted hundreds of Medicare beneficiaries, educating and helping them to navigate their options and secure the coverage necessary to meet their needs.

Dave is licensed and appointed through multiple carriers to provide long term care insurance, disability, life insurance and Medicare Supplemental coverage.

He has a Bachelor's Degree from Southern Connecticut State University and spends most of his free time on the baseball field and in the hockey rink with his wife, Marcia, and their two boys.  

 

 

 

 

 

 

Shelley Butler

Receptionist