Sanctuary Wealth Email Signatures for:Green Wealth Management Group

#NameVersionLast SentLast UpdatedActions
12/10/20261:57pm
2v42/10/20268:05pm2/10/20261:57pm
3v42/10/20268:05pm7/6/202611:52am
4v42/10/20268:05pm2/10/20261:57pm
5v65/20/20268:34pm5/20/20264:05pm
6v42/10/20268:05pm2/10/20261:57pm
7v42/10/20268:05pm2/10/20261:57pm
8v67/10/20266:43pm7/10/20262:43pm
9v42/10/20268:06pm2/10/20261:57pm
10v52/10/20268:05pm2/10/20261:57pm
11v62/10/20268:06pm2/10/20261:57pm

1) Group Signature | [email protected]

Outlook preview1) Group Signature | [email protected]
From
1) Group Signature | [email protected] <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Alan C. Green, CFP®, CPWA®, CPFA


Lori A. DosSantos, CRPC®, CPFA


Drew Heatley, CFP®, CRPS®, CPFA

Senior Wealth Advisors

Office:

(475) 557-6006

Fax:

(475) 557-6011

555 Heritage Rd, Suite 2W
Southbury, CT 06488
[email protected]

gwmgllc.com

 

Alan C. Green, CFP®, CPWA®, CPFA v4

Outlook previewAlan C. Green, CFP®, CPWA®, CPFA
From
Alan C. Green, CFP®, CPWA®, CPFA <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Alan C. Green, CFP®, CPWA®, CPFA

Senior Wealth Advisor

Office: (475) 557-6002

Fax: (475) 557-6011

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Ben Katz v4

Outlook previewBen Katz
From
Ben Katz <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Ben Katz

Intern

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

David Kania, MBA, QPFC v4

Outlook previewDavid Kania, MBA, QPFC
From
David Kania, MBA, QPFC <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

David Kania, MBA, QPFC

Wealth Advisor

Office: (475) 557-6008

Fax: (475) 557-6011

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

David Richardson, CFP® v6

Outlook previewDavid Richardson, CFP&reg
From
David Richardson, CFP&reg <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

David Richardson, CFP®

Registered Client Associate

Office: (475) 557-6001

Fax: (475) 557-6011

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Drew Heatley, CFP®, CRPS®, CPFA v4

Outlook previewDrew Heatley, CFP®, CRPS®, CPFA
From
Drew Heatley, CFP®, CRPS®, CPFA <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Drew Heatley, CFP®, CRPS®, CPFA

Senior Wealth Advisor

Office: (475) 557-6003

Fax: (475) 557-6011

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Eva M. Goutzos v4

Outlook previewEva M. Goutzos
From
Eva M. Goutzos <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Eva M. Goutzos

Registered Operations Manger

Office: (475) 557-6005

Fax: (475) 557-6011

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Fran Gallo v6

Outlook previewFran Gallo
From
Fran Gallo <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Fran Gallo

Business Operations Manager

Office: (475) 557-6006

Fax: (475) 557-6011

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Gordon Brown, FSCP®, CLTC® v4

Outlook previewGordon Brown, FSCP®, CLTC®
From
Gordon Brown, FSCP®, CLTC® <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Gordon Brown, FSCP®, CLTC®

Insurance Advisor
CA License #4389421

Office: (475) 557-6009

Fax: (475) 557-6011

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Lori A. DosSantos, CRPC®, AIF®, CPFA v5

Outlook previewLori A. DosSantos, CRPC®, AIF®, CPFA
From
Lori A. DosSantos, CRPC®, AIF®, CPFA <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Lori A. DosSantos, CRPC®, AIF®, CPFA

Senior Wealth Advisor

Office: (475) 557-6004

Fax: (475) 557-6011

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

Michael Burke v6

Outlook previewMichael Burke
From
Michael Burke <[email protected]>
To
Recipient
Subject
Email signature proof

Hello,

This is a preview of how this signature will appear at the bottom of an Outlook message.

Thank you,

Michael Burke

Financial Planner

Office: (475) 557-6010

Direct: (475) 454-2121

[email protected]

555 Heritage Rd, Suite 2W

Southbury, CT 06488

LinkedIn

gwmgllc.com 

Green Wealth Management Group Logo

 

Forbes Best-in-State Wealth Management Teams in 2026

No fee was paid to be included in the ranking, however, a fee was paid to Forbes to use marketing materials. Not indicative of advisor’s future performance. Your experience may vary.