Deirdre Nealon Email & Phone Number

Shelton, Connecticut

• Procyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on:
• Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management.
• Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our… Show.
• Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients.

Fairfield, CT

-Assist three financial advisors manage their business including maintaining relationships and demonstrating excellent client service while handling daily transactions.-Prepare portfolio reviews and wealth management analyses for client meetings. -Create and distribute custom marketing pieces to prospective and existing clients.