Top Advisor - Industry Recognition

Founder and president of the Entrepreneurship Association, Charles “Chad” Pouliot earned a degree in economics management and went on to be one of the youngest Senior Vice Presidents in Merrill Lynch during his tenure. During his decade long employment with Merrill Lynch Charles "Chad" Pouliot graduated the Practice Management Development Program Top of his class and Tier in the firm rankings, notably he was asked by the firm to travel the country teaching advisors the optimal business model. His passion for the business and serving his clients has always been his sole motivation and vision for success. It comes as no surprise that Charles' success had afforded him the benefit of joining one of the Nations Top Private Wealth and Institutional Consulting Teams. Having displayed an ability to grow his practice exponentially and deliver a service model well above the industry standards provided Chad with many offers to join top tiered teams around the country. His desire for autonomy and open architecture in a conflict free environment drove him to team up with the Connecticut based Advisory Firm Procyon Partners, LLC. Today, Charles "Chad" Pouliot, CRPC - Senior Vice President serves as a Private Wealth Financial Advisor leading an expert team of Investment Advisors and Wealth Planners. 

Procyon Partners has received numerous awards recognizing the firm’s high quality of work. As a group their team has been recognized by BARRON’S as one of the “Top 30 Institutional Consulting Teams” in 2015, 2016 and 2017. Planadvisor as one of “The Country’s Most Successful Retirement Plan Advisory Teams” from 2008-2017 and PLANSPONSOR: as its “2011 Retirement Plan Advisory Team of the Year” In addition, team members have been honored individually by Barron’s, Financial Times, PLANSPONSOR and the National Association of Plan Sponsors.