Barbara and Terran, along with their extended staff, work closely as a team to serve the needs of clients. We listen carefully to understand client objectives and then design plans to help achieve those goals. We have experienced many of the same struggles as our clients, which helps us with the challenges and opportunities they face. Many of our clients work in the health care industry as well as the state, giving us tremendous insight and expertise in the unique benefits provided by these employers. We specialize in supporting female clients as well as working with our client’s children and extended family members. The entire team takes pride in empowering clients to live life to the fullest as they work toward financial independence.
Barbara H. Taylor
Broker Check CRD #1668320
Barbara has been delivering personalized financial advice to clients for over 30 years. She is committed to carefully listening to each individual, which is crucial in the formation of their financial plans and success. Barbara was the representative for a number of large retirement plans, including Hartford HealthCare, University of CT Health Center, University of CT Law, CT Children’s Medical Center, as well as many state teachers' plans. In this capacity, she has laid the foundation for solid retirement savings for countless people and she is proud to have helped launch many clients into successful retirement. Her entrepreneurial desires led her to co-found Farmington River Financial Group in 2013, a boutique financial advisory practice. As an independent advisor, Barbara is honored to serve her clients free from Wall Street constraints.
Barbara’s goal of visiting every walled city in Italy means that she often visits the country she called home during college. It is no coincidence that Barbara has a passion and special affinity for Italian people, food, and wine. Other favorite travel destinations include British Virgin Islands, Turkey, Spain, and Portugal. Barbara enjoys visiting local museums and artisan studios in the US and abroad.
Barbara comes from a large family, which helps her understand the complexities of family dynamics. Her father was an engineer and her mother an elementary school teacher. Barbara has two daughters, Juliette and Madeleine. Juliette attends Skidmore College and is the firm’s graphic designer. Madeleine lives in New York City and is teaching her Mom to appreciate art through the eyes of a modern art restoration specialist. Barbara’s husband, Mark, is a 30-year plus State of CT employee and they live in West Hartford, CT. Their dog, Zephyr, bounds carefree through the local rose garden.
Barbara holds FINRA Series 6, 7, 63, and 66 securities registrations through Commonwealth Financial Network®, and offers fixed insurance products and services.
Terran R. Titus, CFP®
Broker Check CRD #2728539
Terran began her career in the financial services industry more than 30 years ago. She served in a number of senior level positions at major US corporations managing products and working with advisors. A highlight of Terran’s career was being asked to help run ING’s Business School in Amsterdam (2008-2010). Terran enjoyed her ex-pat experience living in a renovated spice warehouse built in 1672 on the Prinsengracht canal. Upon her return to the US, she managed ING’s $40B product management department, working closely with financial advisors to help them grow their practices. In 2014, Terran was ready to pursue her long-term goal of working directly with individuals and families managing their personal finances. She joined her friend Barbara Taylor as a partner in the firm. She has never looked back in her decision to become independent!
Wanderlust began at age 11 when her family moved from Oregon to the south of France. She didn’t speak the language but within a few short months was speaking French exclusively with her sisters. Her playground was the Musée Océanographique in Monaco where her father worked as a scientist. While she learned French quickly as a young girl, her experience with the Dutch language was “niet zo goed”. Terran continues to love adventurous travel and some of her favorite destinations include hiking the Sahara Desert in Morocco, boating through the Galapagos Islands, and hopefully one day seeing the Aurora Borealis in person. Terran now enjoys accompanying her adult daughter, Sarah, on her international business trips.
An avid gardener, Terran loves all flowers but has a special passion for peonies and oriental lilies. She spends her weekends at the local farmers' market, followed by planting and hauling mulch. You are likely to see her flowers adorning our offices when you visit. Terran learned to restore antique furniture from her Mom and is proud of the railroad bench you’ll see in our office. Another source of delight is her red-headed Schnoodle, Finnegan, who is a certified therapy dog. They enjoy visiting schools and hospitals just to make people feel better.
Terran holds FINRA Series 7, 24, 63, and 66 securities registrations through Commonwealth Financial Network®. She is a CERTIFIED FINANCIAL PLANNER™ professional and offers fixed insurance products and services.
Operations and Office Manager
Nancy started in the financial services industry in 1993. She has held many positions within operations such as licensing/commissions supervisor, operations manager, and director of operations at ING (now Voya). Most recently, Nancy held the position of senior operational risk analyst at Voya supporting all of Voya’s broker/dealers as well as their trust agency.
Nancy started her own business, an artisan gift shop, in February 2015. While she loves working with local artisans and providing beautiful designs/artwork for her customers, she really missed working in the financial industry.
Nancy joined Farmington River Financial Group part time in May 2015 as the operations and implementation liaison. In November 2017, she started full time as the Operations and Office Manager. Nancy holds FINRA Series 7, 24, 53, 63, and 65 securities registrations through Commonwealth Financial Network®.
Nancy resides in Connecticut with her son, who is very active in soccer, basketball, and lacrosse. In addition to keeping up with her son’s activities and her store, Nancy volunteers as an EMT and is an active member of the CT Critical Incident Stress Management Team, which provides support to first responders following a critical incident/event.
Client Relationship Liaison
Magda joined us as an administrative assistant in 2014. Magda is a notary public and has more than two plus years of experience as a sales and service specialist at Bank of America. She is current working toward her finance degree at the School of Business at UConn.
Magda moved from Poland to the US in 2001 and is bilingual. In her free time she enjoys painting, reading, cooking, traveling, and staying active (especially biking). She has a cat named Bogart.
Magda holds FINRA Series 6 securities registration through Commonwealth Financial Network®.
Juliette G. Taylor
Juliette has provided her artistic flair as the firm’s graphic designer since 2014. She attends Skidmore College in Saratoga Springs, NY. In addition to her rigorous studies, she carves out time to design and craft custom jewelry. Juliette is also an accomplished photographer and one of her pictures was recently published in the New York Times.
Senior Investment Research Associate
Charlie joined Farmington River Financial Group in early 2014 as a senior investment research associate. His responsibilities include portfolio review and analysis, as well as monitoring performance and investment strategies for clients. Charlie brings more than 40 years of experience as an investment advisor and financial planner with both privately held firms and public companies such as CIGNA, Merrill Lynch, and Morgan Stanley.
He has a BA in economics and an MBA in finance from St. John’s University. Charlie also holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network.®
Investment Research Assistant
Sudatta, the newest member of our team, joined us as investment research assistant in August 2016. She works with Charlie to analyze information related to portfolio and market research and formulate investment strategies for clients. She brings multiple years of experience as an academician, teaching corporate finance and security analysis and portfolio management.
She has an MBA from Pondicherry University, India. Sudatta resides in Farmington with her husband. In her free time, she likes to travel to new places, seek beauty in nature, learn about different cultures, and try out as many different kinds of food that any place has to offer.
Client Relationship Liaison
Dorothy started in the financial services industry more than 20 years ago. She held many positions over the years at Aetna Financial Services, ING and Voya Financial Services. Her most recent as Production Business Analyst at Voya.
Dorothy joined Farmington River Financial Group in February 2018 as a Client Relationship Liaison. She looks forward to working with individuals and families in her new role.
Dorothy resides in Glastonbury with her husband Paul and sons Michael and John. Her daughter Melissa resides in Atlanta.
In her free time she enjoys yoga, paddle boarding, golf, taking long walks with her dog Cody and spending time with her family.
Dorothy holds FINRA series 6 securities registration through Commonwealth Financial Network®.
Nicole is the newest member of our team. She joined us in July 2018 as an administrative assistant. Nicole has spent the last 7 years as a full-time mother and part time administrative assistant working primarily in the medical field.
Nicole has lived her entire life in Connecticut. She recently moved to New Hartford with her loving husband Stephen, 2 young daughters Brynn and Shannon and Murray their cat. In her free time Nicole enjoys spending time in her garden and cozying up to a good book. Although more than anything, Nicole loves spending time with her family.
Nicole is a thorough, diligent and extremely professional worker who loves nothing more than to draw a smile from everyone she meets.