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Her Life, Her Financial Freedom

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Personalized advice and answers offered at every step

There are more women in the workforce, as business owners and as household breadwinners, and they are often living longer and earning more than their spouses. Women now control substantial assets, and they often look at financial matters — and relate to financial advisors — differently than men. We are here to help you address your specific financial needs and concerns at every step of the way.

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Meet our Team

Diane Brett, LPL Investment Advisor Representative

Diane Brett, MBA, LPL Investment Advisor Representative, has 35 years of experience in the financial services industry. She is a registered Investment Representative and has FINRA Series 7, 24, and 65 registrations held with LPL Financial. She also holds a Connecticut Life Insurance and Variable Contracts License.

Diane's experience includes all aspects of financial planning and investment management, including retirement planning, tax-reduction strategies and education funding. Diane works with you to understand your objectives for growth and income as well as your needs for security. She graduated with a Bachelor of Science degree in Finance and received her Masters of Business Administration (MBA) from the University of Connecticut.

Diane is based at American Eagle Financial Credit Union, 361 Main Street, East Hartford. She serves clients at the following branches: East Hartford, Manchester, and Vernon. To schedule a complimentary financial consultation, contact Diane at 860.569.5550, ext. 5381, toll-free at 800.842.0145, ext. 5381, or [email protected].

_{American Eagle Financial Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL advisory services.}

_{Please visit here for more detailed information.}

Diane's Options

FINRA Broker Check Profile Guided Wealth Portfolio Online Account View Request an Appointment

David Meade, LPL Investment Advisor Representative

David Meade, LPL Investment Advisor Representative, has 25 years of experience in the financial services industry. David holds FINRA Series 24, 7, 63, 65, 51 registrations with LPL Financial. He also holds Life & Health Insurance and Property & Casualty Licenses in Connecticut.

David's experience includes all aspects of financial planning and investment management, including retirement planning, David looks forward to working with clients to reach their goals. David graduated from the University of Connecticut with a Bachelor of Arts in Economics.

David is based at American Eagle Financial Credit Union, 4 Hammerhead Place, Cromwell. He serves clients at the following branches: Cromwell, Newington, North Haven, Plainville, and Southington. To schedule a complimentary financial consultation, contact David at 860.569.5550, ext. 5850, toll-free at 800.842.0145, ext. 5850, or [email protected].

_{Please visit here for more detailed information.}

David's Options

FINRA Broker Check Profile Guided Wealth Portfolio Online Account View Request an Appointment

Philip M Napolitano, III, LPL Investment Advisor Representative

Philip Napolitano Philip M. Napolitano III, LPL Investment Advisor Representative, has over 20 years of experience in the financial services industry. Philip holds FINRA Series 7 and 66 registrations with LPL Financial. He also holds Life & Health Insurance and Property & Casualty Licenses in Connecticut.

Philip is a passionate advisor who believes in taking a holistic view to financial planning. He focuses on legacy, education, retirement planning, and portfolio construction and analysis. His experience is in asset management and market analysis, portfolio construction, wealth protection, and qualified plans. In his free time Philip loves to spend time with his wife, Ana, daughter, Isabella, and their beagle, Zach, and German shepherd, Honey.

Philip is based at American Eagle Financial Credit Union, 109 Sycamore Street, in Glastonbury. He serves clients at the following branches: Avon, Bloomfield, Enfield, Glastonbury, South Windsor, and West Hartford. To schedule a complimentary financial consultation, contact Philip at 860.569.5550, ext. 5845, toll-free at 800.842.0145, ext. 5845, or [email protected].

_{Please visit here for more detailed information.}

Philip's Options

FINRA Broker Check Profile Guided Wealth Portfolio Online Account View Request an Appointment

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SI PC). Insurance products are offered through LPL or its licensed affiliates. American Eagle Financial Credit Union and American Eagle Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using American Eagle Investment Services, and may also be employees of American Eagle Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of American Eagle Financial Credit Union or American Eagle Investment Services. The American Eagle Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, MA, FL, NY, OK, TX and VT. Securities and insurance offered through LPL or its affiliates are:

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May Lose Value

American Eagle Financial Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit here.

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