It is with great excitement that we announce the appointment of Carl Marchitto as a new Partner with us at Concord River Financial. After 15 years of working at Pruco Securities Corporation, Carl joined Waddell & Reed, Inc. in 2000 and served as their Market Director for the Greater New York New England Market – working with hundreds of advisors and licensed associates. Carl proved himself to be a dynamic leader while active in this role for two decades and earned not only our personal trust and admiration but also that of his clients and peers alike. More recently, Carl was instrumental in assisting Concord River Financial in its transition from Waddell & Reed to LPL Financial as the head of LPL’s New England Advisor Transition Team.
Carl shares our strong commitment to providing high-end personalized service through a comprehensive approach to financial planning, and we are confident that he will bring great value as a resource to you and the advisors throughout our firm. We are thrilled to have Carl join Concord River Financial and to have the opportunity to personally introduce him. Where Carl, as a partner, may be involved in assisting us with servicing your interests, please see Carl’s regulatory Advisory Services Brochure Part 2B supplement.
As part of Concord River Financial’s expansion, we are also honored to announce the modification of our personal titles to:
Richard J. West CMFC®, Founder | Senior Partner
Elizabeth P. Sampson CFP®, Founder | Partner
Carl Marchitto, Partner
It is only because of great clients like yourself that our company has continued to grow into a premier financial planning and wealth management firm warranting the expansion of our management team. Entrusting us with your personal interests and goals is never taken for granted and we could not be more appreciative of your support, continued business, and the true friendships we have formed with our clients throughout our careers.
Please join us with much fanfare in welcoming Carl to the Concord River Financial team!
With our warmest regards,
