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.
Charles B. Carroll, Jr., CTFA & CFP®
Senior Vice President, Head of Wealth Strategy
Charlie, a Certified Trust and Fiduciary Advisor and Certified Financial Planner, has a long career in investment services and brings solid experience to the Advisors’ team, helping to secure new investment partnerships and enhanced client services.
“I’m proud to build on the success of First County Advisors and to lead a stellar team to make an impact for our customers and colleagues today and in the future.”
A strong foundation of success – and serving others
Charlie has worked in Wealth Management since the start of his career as a Financial Planner with Ameriprise. He joined First County Advisors in 2020 from TD Ameritrade, where he served as the Director of Sales Partnerships and worked very closely with TD Bank.
He holds a Bachelor of Science in Marketing with a concentration in Economics from American International College.
He lives in Middlefield, CT with his wife and two children, and actively supports the Special Olympics.
A Certified Trust and Fiduciary Advisor, Certified Financial Planner® and proven leader and coach, Charlie has enjoyed a long and successful career in leading investment teams. As Head of Wealth Strategy, at First County Advisors he is responsible for building solutions and forging partnerships to provide the highest level of client service.
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 supports her children’s volunteer work with Kids Helping Kids.
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.”
Sandra Greer
Vice President, Trust and Investment Officer
Clients benefit from Sandy’s deep industry experience in both personal & institutional investment management, and innovative, tailored approach to achieving financial objectives.
“I have a lot of empathy for my clients, based on both my personal and professional experiences,” Sandy explains. “I make myself available to find out what my clients are going through—difficult times and celebrations— so we can help them achieve their very real personal goals.” It’s about balancing the “qualitative” aspect of a friend with the rigorous quantitative analysis needed in finance.
Clients appreciate Sandy’s ability to reflect their values in her suggestions and expertise. As one appreciative client observed, “You’ve covered difficult ground with quiet assurance. We feel most confident in your care.”
EXPERIENCE
Sandy’s personal approach is evident whether she’s providing trust and investment advice and fiduciary support to individuals, families, endowments, foundations or charitable and nonprofit organizations.
With over 30 years of experience in both personal and institutional investment management, she helps her clients reach their financial goals and manages equity, fixed income and alternative investment portfolios using a comprehensive wealth management approach. Ongoing consultation with her expert external advisors further strengthens her unbiased recommendations and strategies.
AUTHENTICITY
“Clients are not interested in being sold; they’re looking for help from real people,” Sandy says. “At First County Advisors, we understand how to conduct ourselves as caring professionals,” a characteristic that is anchored in First County Bank’s long history of service to its communities. “Who I am professionally and personally is the same.”
As evidence, she was honored with a BRAVA Award from the YWCA Greenwich, which recognizes outstanding women achievers and community mentors. She is dedicated to volunteering with numerous local organizations focused on quality of life across all generations.
Sandy earned both undergraduate and graduate degrees from SUNY at Buffalo. She and her husband live in Norwalk and are the parents of four grown children.
Collaboration with clients and colleagues is a driving force for Sandy. “The results are always better when we’re combining strengths and insights to create and execute the best possible trust and investment plans,” she says.
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.
Michael Rispoli
Vice President, Relationship Manager
Michael has a long career in wealth management and brings 30 years of experience to First County Advisor’s team, by helping to build and nurture client relationships with a holistic approach.
“Michael brings a wealth of experience along with a ‘client first’ attitude, making him a great compliment to our team. We look forward to the energy Michael will infuse within our organization to help us work towards being a leading Wealth Management group” said Charles B. Carroll Jr., Head of Wealth Strategy for First County Advisors.
Michael joined First County Advisors in 2021 from People’s United Advisors, where he was a Senior Relationship Manager. He holds a Bachelor of Science (BS) in Finance from the University of Connecticut and is a graduate of the New England School of Banking. Michael also has his Series 65 license.
A Greenwich resident, Michael and his wife have three children.
In his 30-year career in Wealth Management, Michael has served clients throughout lower Fairfield County, taking a holistic approach with clients on investment decisions that serves them and their families for generations to come.
Henry P. Kim
Vice President, Relationship Manager
Working in financial services for over 20 years, Henry exhibits investment acumen, with his strong background in providing guidance and consultative investment strategies and solutions, on behalf of his high-net worth clients.
“Henry has a passion for helping his clients and understands the importance the planning process holds. He has been a great thought partner, helping his clients work through complex scenarios. We look forward to Henry’s contribution to our clients and our organization.” Charles B. Carroll Jr, Senior Vice President, Head of Wealth Strategy for First County Advisors.
Henry came to First County Advisors from FLX Distribution where he served as the Director, Relationship Manager, representing asset managers and distribution professionals. Prior to that, he worked as a Corporate Vice President, Portfolio Specialist at New York Life.
He holds a Bachelor of Science degree in Business Management and Economics from Cornell University and is currently a CFA Level III candidate for the CFA program.
Henry lives in Scarsdale, NY with his wife and two young children.
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.
