Broker Check

Georgetown Financial Group's Leadership Team

John is the founder and president of Georgetown Financial Group, Inc. a full- service financial services firm with offices in Georgetown, CT and Pleasantville, NY. He is also a Regional Director, an Investment Adviser Representative,...

Read more

Helen joined GFG in August of 2015. She has more than 20 years of experience in the financial services industry, primarily focused on marketing communications and relationship management. Most recently, she was Marketing Manager with...

Read more

Robin Condon

OSJ Compliance & Supervision Manager

203-544-9300 x 51

Robin joined GFG in May of 2009. She holds a degree in business administration from the University of Connecticut. Prior to joining GFG, Robin had been a compliance manager with Lincoln Financial Distributors, and a regional compliance...

Read more

Timothy J. Smith, CLU ChFC

Insurance Brokerage Manager

203-544-9300

203-544-9967

Tim joined GFG in November of 2012 and today directs GFG’s insurance brokerage operation on a day-to-day basis. Tim is a 1987 graduate of the University of Maryland with a B.S. degree in finance. From 1987 until 2005, Tim was a...

Read more

Jim has been with GFG since 1997. Jim holds a B.A degree from Queens College, and was a brokerage sales manager for The Paul Revere Life Insurance Company from 1981 – 1997. He has over 30 years of experience as a financial...

Read more

Liz has been with GFG since November of 2003. Before joining GFG, she had been Operations Manager for Trident Advisors, LLC a statistical arbitrage hedge fund. Liz oversees the day-to-day management of GFG’s back office, and is...

Read more

Georgeanne Carleton, RN

Team Leader, Insurance Case Management

203-544-9300

Georgeanne joined GFG in April of 2012. She has a B.S. degree in Nursing from St. Louis University, and spent 8 years as a practicing RN at St. John’s Medical Center in St. Louis. She went on to manage a staff of five Nurse Case...

Read more

Susan holds a B.A. degree in chemistry from the University of Connecticut, and she has an M.A. degree in corporate communications from Fairfield University. Susan spent the last 25 years building GFG’s health care & employee...

Read more

.homepage #content section#additional { display: none; }