Broker Check

Team

 
Brian P. Beck is the President and Chief Financial Officer (CFO) of Wealth Management Group of North America, LLC, a Connecticut based company he co-founded with Daniel J. Friedman in 1995.

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Daniel J. Friedman born in Brooklyn, NY and moved to West Hartford, CT with his family as an infant. He loved West Hartford so much he decided to stay and lives there to this day with his his three sons, Maxwell, Jordan, Shea.

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Contact Darlene for debiting of monthly fees, copies of documents, investment transfer questions, check requests and change of name, address, bank, etc. Darlene is a graduate of Marist College in Poughkeepsie, NY.

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Contact Stacee for debiting of monthly fees, copies of documents, investment transfer questions, check requests and change of name, address, bank, etc. Stacee is a graduate of Bryant University in Smithfield, RI.

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Beth S. Martin

Director of First Impressions

860.679.5255

Contact Beth for meeting confirmations, directions, tax information, and any general questions. Beth is a graduate of Clemson University in Clemson, SC. She holds a BS in Business Administration.

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Contact Adam for dedicated support with your WMGNA, LLC Client Website and mobile app. Adam is a graduate of Rutgers University in New Brunswick, NJ and the University of Southern California in Los Angeles, CA.

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