Successful Wealth Management Through
Personalized Financial & Retirement Planning

CONNECT

Address:

55 Greens Farms Road
Westport, CT 06880

Phone:

203.221.0202

Fax/Other:

203.221.0234

THE CFO TEAM


The Cruice Financial Organization team and its affiliates have been successfully managed by Jay S. Cruice Jr. for over 30 years

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Jay S. H. Cruice Jr.,
CEO & Chief Investment Officer:

Education Background:

  • University of Pennsylvania, Philadelphia, Pa: BA 1976
  • The Wharton School, Philadelphia, Pa:  BS 1976
  • The Colgate Darden Graduate School of Business at the University of Virginia, Charlottesville, VA: MBA 1981
  • Certified Financial Planner [CFP®], 1984
  • Chartered Life Underwriter [CLU], 1985
  • Chartered Financial Consultant [ChFC], 1985
  • Certified Fund Specialist [CFS], 1995

Business Background:

  • President of Cruice Financial Organization/ Cruice Investment Advisors, Ltd. / Cruice Financial Planning 1987 to Present;
  • Registered Representative for United Planners Financial Services (12/2017 to Present)
  • Series 7, Series 63, Series 65, Series 24, and Insurance licensed [Life & Health]

Nancy M. Blackwell,
Director of Financial Planning:

Education Background:

  • Drexel University, Philadelphia, Pa: BS Finance, 1989
  • Associate in Reinsurance, Are, 1993
  • Certified Financial Planner [CFP®], 2009

Business Background:

  • Series 7, Series 63, Series 65, and Insurance licensed [Life & Health]
  • Reinsurance Broker and Casualty Underwriter for General Reinsurance Corporation, 1991 to 1999;
  • Registered Representative for Westport Resources Investment Services, Inc. 2005 to 2008;
  • Certified Financial Planner for Cruice Financial Organization, 2008 to Present
  • Registered Representative for United Planners Financial Services (1/2018 to Present)

Timothy G. C. Tymniak,
Investment Research & Operations Manager: 

Education Background:

  • Fairfield College Preparatory School, Fairfield, CT: 2001;
  • Fairfield University, Fairfield, CT: BA Business Communications, Minor Sociology 2006;
  • Certified Fund Specialist [CFS], 2009;
  • Certified Income Specialist [CIS], 2014

Business Background:

  • Cruice Financial Organization 2006 to Present;
  • Series 11, Series 66
  • Registered Assistant for United Planners Financial Services (12/2017 to Present)

William O. Webster, Jr.,
Senior Portfolio Manager:

Education Background:

  • Dartmouth College - AB, 1965
  • NYU Stern School of Business - MBA, 1971
  • Certified Financial Planner [CFP®], 1979

Business Background:

  • Series 1
  • Series 8, 24, 63, 65
  • Life, Health, Annuity, Long term Care 
  • Blyth Eastman Dillon & Co. 11/1972 – 1/1980 (merged with PaineWebber)
  • Paine Webber Jackson & Curtis 1/1980 – 11/2000 (merged with UBS)
  • UBS Financial Services, Inc. 11/2000 – 4/2008
  • Morgan Stanley and Company, Inc. 4/2008 – 6/2009 (merged with Smith Barney)
  • Morgan Stanley Smith Barney 6/2009 – 6/2010
  • Westport Resources (6/2010 – 12/2017)
  • Cruice Financial Organization (8/2016 - Present)
  • Registered Representative for United Planners Financial Services (12/2017 to Present)

Paul H. Daimler,
Senior Portfolio Manager:

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Education Background:

Mr. Daimler is an alumnus of the University of North Carolina, Chapel Hill.

Business Background:

Paul Daimler has been affiliated with Cruice Financial Organization as an Investment Advisor Representative and a Senior Portfolio Manager since January 2017. He recently affiliated with United Planners Financial Services as a Registered Representative (12/2017 to Present).

Mr. Daimler has over 37 years of experience in the securities industry as a portfolio manager/stockbroker and has been a Registered Investment Advisor agent since 1998. Previously he served as an Executive Vice President with Westport Resources Investment Management, Constitution Capital Corporation, and Merit Capital Associates, all of which are located in Westport, CT. Mr. Daimler was also a Vice President with PaineWebber in Darien, CT and he spent 10 years with Smith Barney as a Vice President. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck