Tricia Gordon

Tricia Gordon Email and Phone Number

Vice President at Ion Bank @ Ion Bank
Tricia Gordon's Location
Cheshire, Connecticut, United States, United States
Tricia Gordon's Contact Details

Tricia Gordon work email

Tricia Gordon personal email

n/a
About Tricia Gordon

Third generation financial advisor, with over 22 years of experience. I have strived to teach and guide my valued clients in various areas to provide financial soundness through all seasons of their life. When it comes to Wealth, my goal is to help you:-Build it (accumulation)-Protect it (preservation)-Transfer it (distribution)If you are a young professional, let me help get you started on your wealth building journey. If you are an experienced professional, let's make sure you are on the right track - build, protect & preserve, and transfer. I want my clients to THRIVE!

Tricia Gordon's Current Company Details
Ion Bank

Ion Bank

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Vice President at Ion Bank
Tricia Gordon Work Experience Details
  • Ion Bank
    Vice President
    Ion Bank Nov 2019 - Present
    Cheshire, Connecticut, United States
    View
  • Ion Investments
    Vice President
    Ion Investments Nov 2019 - Apr 2024
    Cheshire, Connecticut, United States
    View
  • United Wealth Managment
    Vice President At United Wealth Management
    United Wealth Managment Apr 2017 - Nov 2019
  • Key Investment Services
    Vp, Financial Advisor
    Key Investment Services Aug 2016 - Apr 2017
    North Haven, Connecticut
    Previously First Niagara Investments...
    View
  • First Niagara Investment Services
    Vp Financial Advisor
    First Niagara Investment Services Feb 2011 - Aug 2016
    Wallingford/North Haven Ct
    Previously New Alliance Investments
  • New Alliance Investments
    Vp Financial Advisor
    New Alliance Investments Jun 2007 - Feb 2011
    Wallingford, Connecticut
    New Alliance was acquired by First Niagara Bank.
  • Banc Of America Investment Services
    Financial Advisor
    Banc Of America Investment Services Sep 2002 - Aug 2007
    Meriden/Cromwell Ct
    Previously Quick & Reilly (Fleet Bank)

Tricia Gordon Skills

Investments Retirement Planning 401k Rollovers Insurance Planning Fixed Income Strategies

Tricia Gordon Education Details

Frequently Asked Questions about Tricia Gordon

What company does Tricia Gordon work for?

Tricia Gordon works for Ion Bank

What is Tricia Gordon's role at the current company?

Tricia Gordon's current role is Vice President at Ion Bank.

What is Tricia Gordon's email address?

Tricia Gordon's email address is tg****@****oup.com

What schools did Tricia Gordon attend?

Tricia Gordon attended Central Connecticut State University, University Of Maine.

What skills is Tricia Gordon known for?

Tricia Gordon has skills like Investments, Retirement Planning, 401k Rollovers, Insurance Planning, Fixed Income Strategies.

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