Advisors at this firm
Thomas A
Series 63, Series 65, Series 66
Maple Lawn, MD
Sentinel Asset Management, LLC
Thomas Arnold is a financial advisor at Sentinel Asset Management, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Eagle Strategies LLC, New York Life Insurance Company, and NYLife Securities LLC. Sentinel Asset Management serves individual and high-net-worth clients by providing comprehensive financial planning and customized discretionary portfolio management. The firm employs a mosaic research approach combining fundamental, technical, and cyclical analysis, and offers educational seminars focused on general investment topics.
Elizabeth M
Series 66
Wallingford, CT
Sentinel Asset Management, LLC
Elizabeth Manteau is a financial advisor at Sentinel Asset Management, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Santander Securities, LLC and Lincoln Investment Planning, LLC. Sentinel Asset Management serves individual and high-net-worth clients by providing comprehensive financial planning and customized discretionary portfolio management. The firm uses a mosaic research approach combining fundamental, technical, and cyclical analysis, and offers educational seminars alongside tailored investment strategies.
William W
CFP®, ChFC®, Series 63, Series 66
Westport, CT
Sentinel Asset Management, LLC
William Warner is a CFP® and ChFC® with 30 years of industry experience. He has worked at Sentinel Asset Management, LLC since 2019 and previously spent 19 years at LPL Financial. In addition to his advisory role, he teaches seminars on financial products through Warner Financial Group, Inc., where he is also involved in insurance services. Sentinel Asset Management serves individual and high-net-worth clients by providing comprehensive financial planning and customized discretionary portfolio management. The firm employs a mosaic research approach combining fundamental, technical, and cyclical analysis, and offers educational seminars focused on general investment education.
Ann W
Series 65
Westport, CT
Sentinel Asset Management, LLC
Ann Warner is a financial advisor at Sentinel Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Sentinel since 2022, with prior experience at Cristina Sabatini. Sentinel Asset Management serves individual and high-net-worth clients by providing comprehensive financial planning and customized discretionary portfolio management. The firm employs a mosaic research approach combining fundamental, technical, and cyclical analysis, and offers educational seminars focused on general investment education.
Rob C
Series 63, Series 66
Westport, CT
Sentinel Asset Management, LLC
Rob Craft is a financial advisor with Sentinel Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at T. Rowe Price and MetLife Securities. Sentinel Asset Management serves individual and high-net-worth clients, offering comprehensive financial planning and customized, discretionary portfolio management. The firm employs a mosaic research approach combining fundamental, technical, and cyclical analysis, and provides educational seminars focused on general investment topics.
Andrew S
Series 65, Series 66
Fulton, MD
Sentinel Asset Management, LLC
Andrew Shumate is a financial advisor at Sentinel Asset Management, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Edward Jones and Bankers Life. Outside of his advisory role, he is also an independent insurance agent with Granite Insurance, LLC, offering life insurance and annuity products. Sentinel Asset Management serves individual and high-net-worth clients by providing comprehensive financial planning and customized, discretionary portfolio management. The firm employs a mosaic research approach combining fundamental, technical, and cyclical analysis, and offers educational seminars and workshops focused on general investment education.