About First County Advisors
Collaborative Planning for Life on Your Terms
With the strength of our research partners and broad spectrum of financial solutions, we assure our clients that decisions are made optimally and objectively. First County Advisors’ clients benefit from our holistic approach to investment and estate planning, including a level of compassion and personal commitment that is rare in today’s financial services market.
A Dedication To Fairfield County
The Strength of Our Legacy and Depth of Our Commitment
First County Advisors, the Wealth Management Division of First County Bank, is grounded in the legacy and institutional security of First County Bank, established in 1851 — a mutual community bank wholly driven by the financial objectives of our clients, not shareholders or Wall Street, and committed to its independence in perpetuity. We enlist leaders in the community to serve on our Board of Directors and to act as Members of the Corporation. Our Directors and Corporators reside and do business in our community; they are friends, neighbors, and colleagues.
First County Advisors is dedicated to meeting the growing need for trusted, accessible financial planning and investment management resources in lower Fairfield County and beyond. We provide individuals, families, business owners and nonprofit organizations with expert guidance according to their objectives. Together, our experienced Advisors understand how to navigate the financial implications of life’s milestones.
A Team You Can Trust
Our Team
Recognizing that trust must be earned, we believe in thoughtful collaboration spending considerable time uncovering all aspects of your financial health and personal goals, and accounting for circumstances and needs that may change over time.
Scott Kapusta, JD, MBA
Senior Vice President – Head of Wealth Management
With his Juris Doctorate from the University of Akron School of Law, Scott has dedicated his career to Trust Administration and Wealth Management, bringing his extensive experience to the Advisors’ team, to advance strategic growth and improve operational efficiency and client services.
“I am honored to join First County Advisors and lead the talented team, building on their already strong foundation while driving further success for our clients.”
A strong foundation of success – and serving his clients
Scott’s experience is rooted in the wealth management industry, with a strong record of meeting and exceeding the financial needs of his clients. He joined First County Advisors in 2024 from Fiduciary Trust International, where he served as the Managing Director of Trust Administration.
He holds a Master of Business Administration degree from the University of Akron and Juris Doctorate from the University of Akron School of Law.
As the head of Wealth Management, Scott is responsible for the enhancement of First County Advisors’ market presence, advancing strategic growth and improving operational efficiency and client services.
AnnaMarie S. Boccuzzi
Vice President, Estate and Trust Officer
AnnaMarie derives great satisfaction in providing her clients with financial clarity and confidence, and helping them make sense of complex and often challenging circumstances.
As an Estate and Trust Officer, AnnaMarie is responsible for delivering estate planning, and trust and estate administration to First County Advisors’ clients. With broad experience, she judiciously manages revocable and irrevocable trusts, rollover IRAs and investment management accounts for individuals and families.
CHARACTER
“Do what’s right for the customer and the rest will follow,” AnnaMarie asserts. “It surprises me when I hear that simple courtesy is considered unique. I don’t think what I do is special—I think it’s just good client service— but people see that I’m deeply involved, responsive and sincere.”
“AnnaMarie’s greatest attribute is her character,” says one grateful client. “She is an individual of the highest integrity, who treats clients with the utmost respect and attention,” says another. “She was very aware of my personal needs and helped me achieve them. The service was not a ‘one-size-fits-all’ experience, but very individualized.”
DEDICATION
Dedication, discretion and sensitivity are fundamental to AnnaMarie’s approach. Whether collaborating with new or long-time clients, she invests the time to consider all factors when developing the right structure to meet current and long-term family, business and philanthropic objectives, and to minimize tax consequences.
AnnaMarie is at home with First County Bank’s values and team culture. “I feel lucky to work at the kind of place that advocates focusing on the real needs of individuals and families,” she says. She is also a committed team player in the community, volunteering to help the Friends of Ferguson Library (Stamford) as a member of the advisory board, and actively volunteers for the Lupus Foundation of America.
Since earning an undergraduate degree in Finance from the University of Connecticut, AnnaMarie has furthered her education at the New England School of Banking Trust Program at Williams College and the National Graduate Trust School at Northwestern University. She lives in Stamford with her husband and two children.
“Every person, every family you’re helping has a unique set of circumstances, and it’s our job to find out how to add value,” says AnnaMarie. “It’s about listening well and putting their needs ahead of anything else.”
Robert W. Long, Jr.
Vice President, Trust Officer
As a Relationship Manager for First County Advisors, Bob delivers comprehensive solutions and guidance to help high-net worth clients reach their financial goals.
In his 30-year career in financial services, Bob has earned the trust and confidence of a wide range of clients. As a Relationship Manager for First County Advisors, he delivers comprehensive solutions and guidance to help high-net worth clients reach their financial goals.
“It’s all about listening to and understanding the unique needs of each client to provide holistic and personalized banking, investment, and fiduciary solutions to help them preserve and maximize wealth for generations.”
A proven track record of financial success
Bob joined First County Advisors from J.P. Morgan Chase where he served as Client Advisor. Prior to that, he worked as a Portfolio Manager for Wells Fargo.
He holds a Master of Business Administration (MBA) from Sacred Heart University and a Bachelor of Business Administration with a minor in Economics from the University of New Haven.
Bob resides with his family in Trumbull, CT where he is actively involved in the community.
In his 30-year career in financial services, Bob has earned the trust and confidence of a wide range of clients. As a Relationship Manager for First County Advisors, he delivers comprehensive solutions and guidance to help high-net worth clients reach their financial goals.
Henry P. Kim
Vice President, Relationship Manager
Henry collaborates with clients to reach their financial goals. After thoroughly considering each client’s unique financial situation, he employs a comprehensive wealth management approach by developing customized investment strategies that safeguard and enhance their financial well-being.
“As the demands of life never cease, I take pride in guiding my clients through financial planning and management so they can focus more on today while securing their future and reaching their retirement goals,” says Henry. “Through personalized attention, I keep my clients engaged and well-informed on market changes, and where appropriate present new strategies to enhance their portfolios, responding to the current economic environment.”
As a Relationship Manager, Henry collaborates with clients to reach their financial goals. After thoroughly considering each client’s unique financial situation, he employs a comprehensive wealth management approach by developing customized investment strategies that safeguard and enhance their financial well-being.
COMMITMENT
“When it comes to financial planning and investments, there is a major psychological element known as behavioral finance, which I believe is immensely understated,” noted Henry. “It’s imperative that I strive to minimize this as much as possible to successfully meet my clients’ end goals while helping them avoid making emotionally driven financial decisions.”
“Henry is a pleasure to work with,” says one pleased client. “He is knowledgeable, considerate and personable. Most importantly, his expertise in the financial and banking world is impeccable.” Another client notes, “Henry has always been helpful and enthusiastic and provides great wisdom and insight when advising us on our investment decisions.”
EXPERIENCE
With more than 25 years of investment industry experience, Henry exhibits investment acumen providing guidance and consultative investment strategies on behalf of his clients.
Henry’s unwavering dedication to successful investment management, along with his meticulous attention to detail and willingness to go the extra mile, enables his clients to focus more on the joys of life while entrusting their financial prosperity to him and the team at First County Advisors.
Investments in stocks, bonds, mutual funds or other marketable securities are not a deposit or other obligation and are not guaranteed by First County Advisors, the Wealth Management Division of First County Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and are subject to investment risks, including possible loss of the principal invested. This is not an offer or recommendation of particular investment products or services nor is it intended to provide specific financial, legal or tax advice. When First County Bank is acting solely as a custodian of assets, First County Advisors does not provide investment advice, research, or recommendations, or solicit transactions in connection with accommodation trades.
