Advisors at this firm
Reuben W
Series 65
Mystic, CT
Lansdowne Wealth Management, LLC
Reuben Woods is a financial advisor at Lansdowne Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Twine Financial Advisers and Dunhill Financial, LLC. Woods has experience relocating internationally, including time spent in London. Lansdowne Wealth Management serves individuals and high-net-worth clients, providing discretionary portfolio management and financial planning through a team of six advisors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement client plans, with a focus on portfolio construction, asset allocation, and ongoing monitoring.
Joshua M
Series 65
Mystic, CT
Lansdowne Wealth Management, LLC
Joshua Madden is a Series 65 licensed financial advisor with Dunhill Financial, bringing four years of industry experience. He has worked at various firms including Lansdowne Wealth Management and BFMI & BFMCL. Outside of his advisory role, Madden is actively involved in the Adur Ukraine Support Association in the UK, serving as a committee member and trustee to support displaced Ukrainians and promote Ukrainian culture. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform, serving a notable non-U.S. client base with an approach that combines algorithmic allocations and portfolio manager oversight.
Ann H
CFP®, Series 63, Series 65, Series 66
Mystic, CT
Lansdowne Wealth Management, LLC
Ann Herrero is a CFP® with 26 years of industry experience. She has worked at Dunhill Financial since 2024 and previously spent nine years with Ameriprise Financial Services, Inc. Herrero also joined Lansdowne Wealth Management, LLC in 2025. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that integrates algorithmic allocations with portfolio manager oversight.
Brian D
Series 66
Mystic, CT
Lansdowne Wealth Management, LLC
Brian Dunhill is a financial advisor at Lansdowne Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including BFMI & BFMCL and Concert Wealth Management, Inc. Outside of his advisory role, Dunhill is secretary of the Adrian Leeds Group and serves on the boards of the American Club of Brussels and the Sharkey Foundation. He is also a member of the Forbes Finance Council. Lansdowne Wealth Management serves individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a team-based approach using a combination of charting, fundamental, technical, and cyclical analysis to implement client plans, with an international footprint supported by affiliated foreign-registered advisory networks.
Isa H
Series 65
Mystic, CT
Lansdowne Wealth Management, LLC
Isa Hantzsch is a Series 65-licensed advisor at Lansdowne Wealth Management, LLC with five years of industry experience. She has held roles at Dunhill Financial, LLC since 2014 and serves as the Compliance Officer there while remaining dually registered with both firms. Lansdowne Wealth Management serves individuals and high-net-worth clients, providing discretionary portfolio management and financial planning through a team of six advisors. The firm employs a range of analytical strategies and emphasizes portfolio construction, asset allocation, and ongoing monitoring, managing approximately $214 million across about 427 client relationships.
Robert H
CFP®, Series 63, Series 66
Mystic, CT
Lansdowne Wealth Management, LLC
Robert Henderson is a CFP® professional with 19 years of industry experience, currently serving at Lansdowne Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Mystic, CT as part of a six-advisor team. Lansdowne Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to implement client plans and emphasizes portfolio construction, asset allocation, and ongoing monitoring.
Kamaljit S
Series 65
Mystic, CT
Lansdowne Wealth Management, LLC
Kamaljit Somal is a Series 65-licensed advisor with Dunhill Financial, bringing four years of industry experience. His background includes roles at Lansdowne Wealth Management and Dunhill Financial entities, as well as service with the Royal Air Force. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that incorporates algorithmic allocations overseen by portfolio managers.