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.


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


  • 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


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


Contact Info



Invalid emailAdd

Thank you for emailing, I will be in touch with you.

Related Information


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 products are offered through People's United Advisors, Inc., a registered investment advisor. People's United Advisors, Inc. is an indirectly held, wholly-owned subsidiary of People's United Bank, N.A.

ADV Part 2A | ADV Part 2B | Privacy Policy | Legal Disclosure


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.

Business Continuity Plan | Commission & Fee Schedule | Margin Disclosure | Financial Statement | Cost Sharing Arrangements | Order Routing Disclosure | Day Trading Disclosure | BrokerCheck


Find Branch & ATM

Get locations, hours, directions, and available services for branches and ATMs near you.