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Financial Advisors
1603 Carmody Court
Suite 301
Sewickley , PA 15143
Suite 301
Sewickley , PA 15143
tel: 724-933-1460
toll free: 800-966-8274
fax: 724-933-1470
toll free: 800-966-8274
fax: 724-933-1470
Group Details
Chris Bakken
Vice President - Wealth Management
tel: 724-933-1491
toll free: 800-966-8274
Professional Details
- Bachelor of Chemical Engineering, 1953
Yale University
Chris Bakken is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, MA, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Sandra Bakken Caruso, CFP®
Portfolio Manager/Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: 724-933-1494
toll free: 800-966-8274
Professional Details
- Bachelor Degree - Economics, 1978
Allegheny College - CERTIFIED FINANCIAL PLANNER™
Sandra Bakken Caruso, CFP® is licensed in the following state(s): AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MD, ME, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Keith Colonna
Portfolio Manager/Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: 724-933-1493
toll free: 800-996-8274
Professional Details
- Bachelor of Science - Mechanical Engineering, 1986
Grove City College - Registered Professional Engineer (PE)
State of Indiana - Cranberry Area Chamber of Commerce
Board of Directors - Glade Run Lutheran Services Foundation
Board of Directors
Keith Colonna is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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