Financial Advisors & Wealth Management in Westport
The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well. This is why the type of financial clarity and context provided by the team at Churchill Management Group has never been more important than it is right now. Our team of passionate and dedicated experts prides ourselves on our ability to provide you with the deeper insights and education necessary to make the most prudent decisions possible for your future.
Visit our Westport location, headed by Jeffrey Darien, for comprehensive wealth management, financial advice, and retirement planning solutions. We invite you to learn more about award-winning Churchill Management Group.
Toll Free: (917) 902-3467
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A Personal Touch to Achieve Your Goals
Our financial advisors make planning your future easier than ever before.
At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Armed with consistent, insightful advice, you will have access to the information needed to make better and more informed decisions regarding all of your goals and objectives. At that point, we’ll also be able to provide you with the most important benefit of all: taking your vision of the future and aiming to bring it into reality in the most effective and straightforward way that we can.
Find our office at the corner of Wright Street and Post road. Schedule an in-office consultation or call to speak with our local financial advisor now.
Mr. Darien joined Churchill Group in 2021 as a Vice President. He began his Wealth Management career over 25 years ago and has been a Senior Director – Investments with Oppenheimer, Vice President, Senior Financial Advisor with Merrill Lynch and Vice President, Financial Consultant with Charles Schwab. Mr. Darien served on Schwab’s National Sales Council representing Financial Consultants for the Northeast Region. His mission has always been to simplify the financial lives of individuals and families with comprehensive planning and investment management.
Mr. Darien received a Bachelor of Science in Business Administration from the University of Richmond’s Robins School of Business.
Scott M. Perkins MBA, CFP®
Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.
Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.