Our Team

Donald Hutchinson

• Former Vice President and Financial Advisor at Merrill Lynch for 32 years

• University of Vermont – BA, Economics; Commerce and Economics Honorary Society

• U.S. Army 1967-1971, Captain – Commanded an aircraft supply depot in
  Vietnam; Helicopter pilot; Distinguished Flying Cross

• 2010-2011-2012-2013-2014-2015 Connecticut Magazine 5 star wealth* manager

• Bridgeport Rotary Club since 1977, Rotarian of the year Paul Harris Fellow

• Bridgeport Rotary Housing Corp., President; Own 100 subsidized apartments for the elderly; Invest in projects to develop affordable housing in Bridgeport

• Central Conn. Coast YMCA; Corporate Board Member/ Chairman 2008-2010; Finance Committee/Endowment

• Orange Congregational Church; Trustee, Finance – Committee/Endowment; Planned Giving Chairman

• Bridgeport Area S.C.O.R.E.; Volunteer counselor to small business entrepreneurs

• Author: Financial Compass newspaper column

* 2012-13 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012 award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fees charged and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client experience.

Donald Hutchinson

• Former Vice President and Financial Advisor at Merrill Lynch for 32 years

• University of Vermont – BA, Economics; Commerce and Economics Honorary Society

• U.S. Army 1967-1971, Captain – Commanded an aircraft supply depot in
  Vietnam; Helicopter pilot; Distinguished Flying Cross

• 2010-2011-2012-2013-2014-2015 Connecticut Magazine 5 star wealth* manager

• Bridgeport Rotary Club since 1977, Rotarian of the year Paul Harris Fellow

• Bridgeport Rotary Housing Corp., President; Own 100 subsidized apartments for the elderly; Invest in projects to develop affordable housing in Bridgeport

• Central Conn. Coast YMCA; Corporate Board Member/ Chairman 2008-2010; Finance Committee/Endowment

• Orange Congregational Church; Trustee, Finance – Committee/Endowment; Planned Giving Chairman

• Bridgeport Area S.C.O.R.E.; Volunteer counselor to small business entrepreneurs

• Author: Financial Compass newspaper column

* 2012-13 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012 award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fees charged and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client experience.