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Constance Velander

Constance Velander

Sales, support, web design

location of Constance VelanderWashington Trust Wealth Management

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  • Timeline

  • About me

    Officer and Wealth Administrator

  • Education

    • University of Arizona

      -
      Business/Commerce, General

  • Experience

    • Secured Marine Trust

      Dec 2002 - Feb 2007
      Sales, support, web design

    • Smith Barney

      Feb 2007 - Aug 2008
      Financial Advisor

    • Merrill Lynch

      Aug 2008 - Apr 2010
      Financial Advisor

    • Divorce Financial Planning

      Mar 2010 - now
      CDFA

      I work with people going through divorce or transition. I gather all information with respect to the finances and use this information to help craft a settlement that is in my client's best interest. The settlement proposed must be sufficient to maintain current lifestyle needs. Setting a plan for investments for the future to insure that my clients can sleep at night knowing that there is someone whom they can turn to for questions regarding the health of their portfolio. I am an advocate for my clients well past the divorce. Show less

    • Aegis Wealth Partners, an Office of National Financial Network

      Oct 2017 - Jul 2018
      Associate Vice President

    • AXA Advisors, LLC

      Jul 2018 - Jun 2020
      Financial Advisor

    • Equitable Advisors

      Jun 2020 - Jan 2022
      Financial Consultant

    • Washington Trust Wealth Management

      Mar 2021 - now
      Officer and Wealth Administrator

  • Licenses & Certifications

    • Mediator

      ADR Mediation
      Jan 2014

    • Certified Divorce Financial Analyst

      IDFA
      Mar 2009

    • Collaborative Divorce Financial Neutral

      International Academy of Collaborative Professionals (IACP)
      Feb 2009

  • Volunteer Experience

    • Live Donor Spokesperson & Altruistic Donor

      Issued by National Kidney Foundation on Jan 2016
      National Kidney FoundationAssociated with Constance Velander

    • Money Manager

      Issued by Agency on Aging of South Central Connecticut on Jan 2017
      Agency on Aging of South Central ConnecticutAssociated with Constance Velander

    • Aviary Maintenance

      Issued by A Place Called Hope Birds of Prey on May 2017
      A Place Called Hope Birds of PreyAssociated with Constance Velander

    • Financial Consults

      Issued by Women and Family Life Center on Jul 2017
      Women and Family Life CenterAssociated with Constance Velander