Experience

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The Partner’s and Team Members at May, Bonee & Clark Financial Services meet ongoing industry continuing education requirements and seek additional education and training by attending local and national conferences and seminars.

Edwin H. May III, CLU, ChFC

phil_002Ted’s background in insurance and financial planning spans 40 years. A Chartered Life Underwriter and Chartered Financial Consultant, he is also a LPL Financial Advisor. A graduate of Williams College, Ted and his family live in Wethersfield.

 

 

Philip M. Bonee, CLU

phil_002Phil’s career in insurance and financial planning covers more than 40 years. He is a Chartered Life Underwriter and a LPL Financial Advisor.  A Fairfield University graduate, Phil and his family live in West Hartford.

Both Ted and Phil are members of the Financial Planning Association, National Association of Financial Service Professionals, and the Estate and Business Planning Council of Hartford.

Thomas H. Auty, CFP® – Financial Services Manager

Tom recently celebrated his 29th anniversary with May, Bonee & Clark servicing the needs of both the firm and clients. He is a CERTIFIED FINANCIAL PLANNER™, a LPL Financial Advisor and a member of the Financial Planning Association. A graduate of Brandywine College, Tom lives with his family in Newington.

Linc Maguire, AIF® – Financial Consultant

Linc brings over twenty five years of experience with a focus on business retirement plans, personal retirement planning and investments. He is an Accredited Investment Fiduciary and a LPL Financial Advisor. A graduate of Fordham, Linc lives in West Hartford with his family.

Daniel K. Clark, Financial Consultant

Dan brings over 10 years of experience with a focus on risk management. He is qualified to provide insurance and investment services to individuals and businesses. He is a member of the Financial Planning Association. A graduate of Holy Cross, Dan lives in West Hartford with his family.