We have been working with individual investors and their families for more than 50 years combined. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals.
Anne Gagnon
- Senior Financial Advisor
- Senior Vice President - Investments
Anne Gagnon brings over 20 years of experience to the team and has a strong investment planning background. She joined Wells Fargo Advisors in 2004 and believes that a plan is the cornerstone for any investment strategy.
Anne graduated from Fordham University - Marymount in 1997 with a degree in business management and pursued her early career as a Financial Advisor with a focus on financial planning.
Originally from Westchester County, New York, Anne, her husband and two children live in Norwalk, Connecticut. She spends her non-working time taking an active role in her children’s passions and her husband’s love of classic cars.
Anne’s community is important to her as well, and she enjoys participating in local school events, being involved in her church, and giving to the community whenever she can. Anne volunteered for seven years in a variety of capacities including Chair of the Board of Directors for The Daycare Center of New Canaan. Currently, she spends her volunteer hours at Malta House, a transitional home for mothers and their babies. Her responsibilities there including teaching Finance 101 to the moms (and cuddling the babies), participating on the Board of Directors, and chairing the Friends of Malta House Trust.
Anne graduated from Fordham University - Marymount in 1997 with a degree in business management and pursued her early career as a Financial Advisor with a focus on financial planning.
Originally from Westchester County, New York, Anne, her husband and two children live in Norwalk, Connecticut. She spends her non-working time taking an active role in her children’s passions and her husband’s love of classic cars.
Anne’s community is important to her as well, and she enjoys participating in local school events, being involved in her church, and giving to the community whenever she can. Anne volunteered for seven years in a variety of capacities including Chair of the Board of Directors for The Daycare Center of New Canaan. Currently, she spends her volunteer hours at Malta House, a transitional home for mothers and their babies. Her responsibilities there including teaching Finance 101 to the moms (and cuddling the babies), participating on the Board of Directors, and chairing the Friends of Malta House Trust.
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David Rosenberg
- Senior Financial Advisor
- Managing Director - Investments
David Rosenberg has more than 35 years of experience in the field of investments. He believes that his success is a direct result of his ability to listen to his clients carefully and help them realize their financial goals through a variety of comprehensive and customized strategies.
David has been with Wells Fargo Advisors since 1999. For 2021 and 2022, he has been named by Forbes Magazine as one of the Best-in-State Wealth Advisors.* He has also been published and interviewed in Forbes Online and interviewed on News 12’s “12 on the Money.”
After attending the University of Massachusetts at Amherst and graduating from Brandeis University, David studied finance at Columbia and New York Universities and completed Paine Webber’s Investment Management Consultant course. In addition to Series 7, 9, 10, 24, 31, 63, and 65 securities registrations, David holds the Certified Investment Management Analyst® designation, obtained at the University of Pennsylvania’s prestigious Wharton School. He is now a member in good standing of the Investments & Wealth Institute, the professional organization for investment management analysts.
Originally from Wellesley, Massachusetts, David has lived in Weston, Connecticut with his wife for more than 28 years. Their greatest pride is raising their daughter, who is now grown. Active in civic affairs, he has served as a member of the Board of Directors of the Darien Chamber of Commerce and served on the Weston Conservation Commission. He also headed the Board of Finance of the Weston Field Club. David swims one mile every morning and participates in a variety of outdoor sports, including kayaking, skiing, and hiking.
*2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Fee paid for use of marketing materials.2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
David has been with Wells Fargo Advisors since 1999. For 2021 and 2022, he has been named by Forbes Magazine as one of the Best-in-State Wealth Advisors.* He has also been published and interviewed in Forbes Online and interviewed on News 12’s “12 on the Money.”
After attending the University of Massachusetts at Amherst and graduating from Brandeis University, David studied finance at Columbia and New York Universities and completed Paine Webber’s Investment Management Consultant course. In addition to Series 7, 9, 10, 24, 31, 63, and 65 securities registrations, David holds the Certified Investment Management Analyst® designation, obtained at the University of Pennsylvania’s prestigious Wharton School. He is now a member in good standing of the Investments & Wealth Institute, the professional organization for investment management analysts.
Originally from Wellesley, Massachusetts, David has lived in Weston, Connecticut with his wife for more than 28 years. Their greatest pride is raising their daughter, who is now grown. Active in civic affairs, he has served as a member of the Board of Directors of the Darien Chamber of Commerce and served on the Weston Conservation Commission. He also headed the Board of Finance of the Weston Field Club. David swims one mile every morning and participates in a variety of outdoor sports, including kayaking, skiing, and hiking.
*2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). Fee paid for use of marketing materials.2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.