Volunteer work in Greenwich, Connecticut
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Thomas Lyon House
The Thomas Lyon House, located on Byram Road in Greenwich, Connecticut, is an institution dedicated to educating and advocating for the preservation of historic and cultural resources. The house, built circa 1695, is the oldest unaltered Colonial house in Greenwich and has a rich history tied to the Lyon Family and the Colonial American slave trade. The institution's mission includes preservation projects and advocating for the restoration of historic structures in the town. The Thomas Lyon House Committee, formed in 2006, has worked tirelessly to document the history and condition of the house, ensuring its preservation for future generations.
Shell Island Tower
Shell Island Tower is a tourist attraction located in Greenwich, Connecticut, United States. It is part of the Greenwich Land Trust, which works to permanently protect diverse habitats in the area. The institution is committed to conserving open space for future generations and engaging the community in conservation efforts. The Tower offers stunning views of the surrounding landscapes and serves as a reminder of the importance of preserving natural resources. Visitors can support the Greenwich Land Trust through donations, becoming a member, or volunteering their time to help protect the environment. By visiting Shell Island Tower, individuals can connect with nature and contribute to the conservation of the beautiful landscapes in Greenwich.
Merrill Lynch Financial Advisor Jonathan Wolfe
Merrill Lynch Financial Advisor Jonathan Wolfe, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a trusted institution in the finance industry. Jonathan has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in both 2022 and 2023, showcasing his commitment to exemplary client service. With over two decades of experience in wealth management, Jonathan focuses on building strong relationships with high net worth individuals to help them achieve their financial goals. He collaborates with clients' tax and legal advisors to develop personalized wealth management plans that aim to maximize wealth growth and preservation. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional with a background in finance from Georgetown University. He is dedicated to giving back to the community and volunteers with local organizations. Jonathan's team at Merrill Lynch is committed to providing personalized service and building trust with clients. By understanding each client's goals, priorities, and investment preferences, Jonathan creates tailored financial approaches to help clients navigate life's changes and achieve their aspirations. With access to resources from Merrill and Bank of America, Jonathan helps clients manage, grow, and preserve their wealth for the future. Whether planning for retirement, education, or legacy goals, Jonathan works closely with clients to ensure their financial success. By regularly reviewing progress and adjusting strategies as needed, Jonathan helps clients stay on track to reach their objectives. Partner with Jonathan Wolfe at Merrill Lynch to create a personalized financial plan that aligns with your life priorities and empowers you to achieve your goals.
Merrill Lynch Financial Advisor Rob Blosio, Jr.
Merrill Lynch Financial Advisor Rob Blosio, Jr. is a finance institution located at 2 Pickwick Plaza, Greenwich, Connecticut, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Rob Blosio, Jr. can help create a flexible strategy tailored to your needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, personalized wealth management strategies can be developed to help you pursue your goals. Rob Blosio, Jr. follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals and aspirations. The team at Merrill Lynch Wealth Management, led by Rob Blosio, Jr., is dedicated to building strong client relationships based on trust and personalized service.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Greenwich, Connecticut is dedicated to helping individuals and families achieve their financial goals. Our experienced team works with a diverse range of clients, including wealth builders, corporate executives, and retirees, to provide personalized advice and guidance. We are committed to helping you create the life and legacy you envision. Our team in the Tri-State, Indiana, and Ohio regions is focused on building strong relationships with our clients and community. We believe in giving back and have contributed $3 million in charitable donations and 3,000 volunteer hours in the past three years. We are actively involved in supporting organizations such as Habitat for Humanity, Junior Achievement, and United Way.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. They also prioritize community involvement through volunteerism and charitable outreach.
Bank of America Private Client Advisor Elizabeth Cahill
Bank of America Private Client Advisor Elizabeth Cahill is a Managing Director and Private Client Advisor located at 55 Railroad Avenue in Greenwich, Connecticut. With over 30 years of experience in corporate banking and wealth management, Liz specializes in advising ultra-high-net-worth families, CEOs, private business owners, institutional foundations, and endowments. She works closely with a team of specialists to provide personalized advice on investment management, customized credit, and estate planning. Liz is a member of various professional organizations and actively volunteers with nonprofit organizations in Fairfield County. Bank of America Private Bank has a long history of helping clients manage significant wealth, offering personalized services and innovative strategies to meet financial objectives. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Flower Petals Adaptive Dance Company
Flower Petals Adaptive Dance Company, located at 299 Greenwich Avenue in Greenwich, Connecticut, is a non-profit organization dedicated to providing a safe and inclusive space for dancers of all abilities. With the support of the Doug Flutie Jr. Foundation for Autism, we have been able to hire professional teachers to lead our classes and expand our offerings. Our mission is to celebrate the freedom of expression and the beauty of creative movement, while also providing support and community for dancers, parents, and volunteers. We are grateful for the opportunity to make a difference in the lives of those we serve and appreciate any donations that help us continue our work.
Merrill Lynch Financial Advisor Kevin McCulloch
Merrill Lynch Financial Advisor Kevin McCulloch is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. They offer a comprehensive approach to managing wealth by listening to clients' needs and ensuring every strategy is grounded in understanding their goals. They provide access to investment insights from Merrill and the banking convenience of Bank of America. The team is passionate about delivering excellent service and helping clients pursue their financial goals. They participate in community volunteering and offer personalized wealth management plans through Merrill Personal Wealth Analysis™. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They focus on understanding clients' priorities and goals, using tools to track changes and adjust financial approaches accordingly. The advisors at Merrill Lynch Wealth Management work closely with clients to create customized investment strategies tailored to their needs and goals. Kevin McCulloch is registered to do business in multiple states and provides personalized investment strategies and financial solutions. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. Clients can speak with their Merrill financial advisor to understand the differences between these services and determine the best approach for their financial needs.
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