Moran has nearly 25 years of financial experience across wealth planning, investment management, mergers & acquisitions (M&A) and corporate finance.Īs a Round Rock Wealth Advisor, Eamon is focused on delivering financial planning and investment advisory to a broad spectrum of clients, including HNW, business owners, and private and public sector professionals. Lynda’s services and solutions are planned and delivered across the fullest scope of unanticipated life scenarios (for better or worse). She is a member of the Cayuga Society at Cornell as well. She is also a powerful advocate for the educational and civil rights of adults and children with disabilities or incapacities, a member of the Simons/Spark Autism Research Council and a former elected legislator in her hometown of Westport, CT. She is a lifelong student of Asian stock markets, fluent in Mandarin, an avid golfer and an Asian art collector. She is a mother of five children, including a teen with profound autism and an adopted child from China. Lynda has seen just about it all, and feels that no problem is too big to solve. She also holds her Life and Health insurance licenses, Series 7 and 63 licenses, is a divorce mediator, and FINRA Arbitrator, testimony to her long history of integrity in the financial services industry. Her professional designations include Chartered Financial Analyst (CFA®), Chartered Special Needs Consultant (CHSNC®), and Certified Divorce Financial Analyst (CDFA®). Majoring in Asian Studies at Cornell University, Lynda also holds a graduate business diploma from the London School of Economics. Her focus includes intergenerational wealth transfer and the protection of children, women’s financial issue management, and disability and mental health financial issue management. Her interests include ballroom dancing, world travel, golf and many racquet sports, with a new interest in the popular growing sport of pickleball.Īfter a thirty-year career advising investment managers at hedge funds and mutual funds on Wall Street, Lynda recently joined Round Rock Advisors as a Private Wealth Advisor, to deliver personalized financial planning, life advisory and wealth management services. Carol now lives in nearby Norwalk, CT and enjoys spending time in both Connecticut and California with her family and friends. She currently serves on the investment committee of Mercy Learning Center in Bridgeport, Ct. After 30 years, she merged her firm, Wake Robin Financial Advisors, with Round Rock Advisors, LLC in 2021.Ĭarol raised her 2 children in Westport, Ct where she was active in the local community. Early to the fee-only advisor movement, she founded an independent RIA firm in 1990 in Westport, Ct. Carol started her financial career with Merrill Lynch where she served 7 years as a Financial Consultant in New York City. Haas School of Business where she was a member of the Division 1 field hockey team. She received her BS in Finance and Economics from The University of California, Berkeley – Walter A. Bert’s interests include: spending time with family, golf, tennis, boating, running, trips to the beach and Yankees baseball.Ĭarol is a Certified Financial Planner® with over 30 years of experience in the financial services industry. He is a supporter of Little League, Deacon of the First Congregational Church in Ridgefield and Treasurer of Rotary International New Canaan Chapter. States and territories.īert grew up in New Canaan, CT and lives in Ridgefield, CT with his wife, – Page and their three children. He has his Series 7, 63, and 65 professional certifications and is registered in 26 U.S. Bert’s vision, and principled leadership, guides our work with all of our clients. His deep passion for his work, together with this calling to help people, is what led to the founding of Round Rock Advisors. In 1994, he founded the firm which later became Round Rock Advisors, LLC. where he won several industry awards (e.g., FIVE STAR Wealth Manager). He started his professional career in financial planning with Ameriprise Financial Services, Inc. He holds a Bachelor of Arts in Economics, from Kenyon University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Bert has over twenty-three years of experience as a financial advisor.
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