George Clough, CFP®, CTFA

George oversees financial planning efforts at People’s United Wealth Management. He also supports wealth managers and private bankers’ training in—and use of—software for relationship management and financial planning engagements with clients and prospects.

Experience

Before joining People's United Wealth Management in 2010, George was the Connecticut Market Area Lead Planner for UBS Financial Services. Earlier, he was Internal Strategist for the Private Wealth Management Group at Advest, heading up for-fee financial planning and acting as the expert in stock option planning and charitable planning strategies for high-net-worth clients and prospects. Previously, he was a Trust and New Business Development Officer at BankNorth. George has been a frequent guest speaker at charitable giving seminars.

Professional Designations

Certified Financial Planner® (CFP)
Certified Trust and Financial Advisor (CTFA)
Series 7, 24, 63 and 65 licenses

Affiliations

  • Financial Planning Association (FPA)
  • Connecticut Estate & Tax Planning Council
  • First Congregational Church of Old Lyme's Board of Stewardship Committee
  • Board of Trustees Liaison Old Lyme, CT
  • Environment Committee Old Lyme, CT

Education

The Choate School
Clark University, bachelor's degree in economics
Cannon Financial Institute, certificate

 

Contact Info

860.338.7044

203.338.3930

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Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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