Mystic Branch Office

John Paul tailors his practice to holistic personal investment planning as well as family wealth preservation, generational transfers, corporate 401(k) plans, pensions, and profit sharing plans.

John Paul has over 21 years of experience in the financial industry. He enjoys getting a deeper understanding of his client's family’s goals, aspirations, and passions. Prior to being a Financial Advisor, John Paul was an accountant, controller, and 401(k) Trustee in the software engineering and government sector for 11 years. John Paul holds an Associate's Degree in Accounting from Dean College and a Bachelor's Degree in Accounting from the University of New Haven.

In his free time, John Paul enjoys cycling, golf, yoga, vegan cooking, and spending time with his family on Martha's Vineyard and in Portland, Maine. John Paul is an active member of the community where he has participated with the Enders Island Event Committee, Paul Newman's Hole in the Wall Camp, the Eastern Connecticut Symphony Orchestra, the Mystic YMCA, and the Dean College Business Advisory Board. John Paul lives in Stonington, Connecticut with his wife Donna and their two children Erica and John Paul, Jr.

Martin joined our firm in January 2022 as a Vice President & Risk Officer with over 15 years of industry experience. He is responsible for a wide variety of supervisory, compliance and risk functions in the New Haven, Madison, Mystic and New London, CT offices. Prior to joining Morgan Stanley, Martin held various positions at other financial services firms, most recently as an Operations Manager at Principle Wealth Partners and a Compliance Officer & Registered Principal at Essex Financial. He holds the FINRA Series 7, 66, 24, 53 & 4 licenses.

Martin and his wife, Michelle, live in Old Lyme, CT and have two daughters, Summer and Haley.

Celeste began her career as an Financial Advisor at a local Savings & Loan in the mid 1980s. When the Federal Government took over the S&L and shut down the brokerage arm, she moved to Advest as an assistant with a book of business. in January 1997, she moved with a group to Smith Barney. She was excited to see all that Smith Barney had to offer in the way of professional development and quickly moved to the Branch Administrator role, completing her Series 8 & 3.

With the joint venture of Smith Barney and Morgan Stanley, she moved into the Business Service Manger position and was fortunate to have strong partners to get her up to speed in the world of operations. Having both Financial Advisor and Support Professional experience, she brings a unique perspective to the role of Business Service Officer. She gives credit to the relationships she's fostered with her mentor, Financial Advisors, Support Professionals, managers and peers for her success and professional growth.

Outside the office, Celeste loves Jig-saw puzzles- through can only go so long without one in progress before she starts to go crazy. She is a huge Red Sox fan and ran with the complex in July 2019 during the Run to Homebase event at Fenway Park.