George S. in

George S.

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Vice President , Financial Consultant at Webster Investments
📍 Waterbury, Connecticut, United States

With 30 years in the financial industry, George S. is a Vice President and Financial Consultant at Webster Investments. He specializes in holistic wealth management for local families and businesses, holding a Chartered Retirement Planning Consultant (CRPC) designation and a certificate from Harvard Business School Online.

George is deeply involved in his community, supporting youth development through organizations like the Boys & Girls Club of Greater Waterbury. He has a strong connection to his hometown, encouraging support for local businesses and traditions that have been part of the community for generations.

He fondly recalls working at the local Quassy amusement park during his school years and remains a supporter.

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Experience
11 Years
Current Role
Vice President , Financial Consultant
Job Level
Senior
Location
Waterbury, Connecticut, United States
Personality Overview

How George shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics George cares about

Holistic Wealth Management
His entire practice is built around providing holistic wealth management services, including investment, insurance, retirement, and estate planning to families and businesses.
Retirement Planning
He holds a specialty Chartered Retirement Planning Consultant (CRPC) designation and focuses on helping clients prepare for retirement.
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Career

Work history

6-2021
Vice President , Financial Consultant
Webster Investments
11-2019 - 6-2021
Vice President Liberty Bank , Raymond James Financial Services - Financial Advisor
Liberty Bank - CT
12-2015 - 11-2019
Vice President - United Bank , Financial Advisor - Infinex Investments Inc.
United Bank
12-2014 - 12-2015
Vice President - Financial Consultant
Santander Securities Services (S3)
Vice President - Business Development , Investments FA (Infinex Financial)
Savings Bank of Danbury
In the press

Media appearances

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Education
Certificate
Harvard Business School Online
2001 Graduate
Connecticut School of Finance and Management
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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