RDM Financial Group | Hightower Advisors Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

RDM Financial Group is an experienced group of financial planners and investment professionals with offices in Westport, CT, Boca Raton, FL and New York City. Managing wealth in today’s market is complex. We create customized financial plans with your individual needs in mind.

At RDM, we believe that wealth is about more than just money. It’s about the freedom to live your best life – finding a balance between your personal well-being and your finances. Our team of financial, tax, trust, and investments professionals can help you define an achievable, measurable path to help you reach financial independence.

RDM Financial Group’s team is led by Jeffrey L. Corliss, MBA, CFP®, ChFC®, CLU®, CASL®. Corliss brings over 37 years of industry experience across the spectrum of financial services, investment and wealth management.

RDM Financial Group is built upon principles of integrity, trust, steadfast client service, and a holistic wealth planning philosophy.

Industry Recognition:

🏆 Forbes Best-In-State Wealth Advisors List
– 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018

🏆 Forbes Top Wealth Advisors List
- 2019, 2018, 2017, 2016

🏆 Barron’s Best-In-State Wealth Advisors List
– 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015

🏆 Barron’s America’s Top 100 Independent Advisors List
– 2021, 2019, 2017

🏆 Financial Times FT300 List
- 2018

Services:

- Investment Solutions
- Retirement Planning
- Business & Family Planning
- Estate & Transfer Planning
- Asset Aggregation & Research Tools
- Risk Management

Learn more about us at www.rdmfinancial.com.
(203) 255-0222

Securities offered through Hightower Securities, LLC. Registration as an investment adviser does not imply a certain level of skill or training. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.

Find RDM Financial Group | Hightower Advisors employees' phone numbers or email addresses

RDM Financial Group | Hightower Advisors Global Highlights

North America
16

United States Of America
16

South America
1

Argentina
1

RDM Financial Group | Hightower Advisors's Leadership

G. B.
Vice President Financial Planning And Reporting
Mobile Phone
Email
B. M.
Partner - Investment Advisor
Mobile Phone
Email
C. M.
Vice President
Mobile Phone
Email
E. D.
Executive Director
Mobile Phone
Email
S. M.
Executive Director
Mobile Phone
Email
R. M.
Executive Director
Mobile Phone
Email
G. H.
Office Manager
Mobile Phone
Email
C. L.
Manager Of Operations And Administration
Mobile Phone
Email

RDM Financial Group | Hightower Advisors Employee Metrics

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50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from RDM Financial Group | Hightower Advisors

Name

Title

Contact Info

Location

Last Update

B. M.
Partner - Investment Advisor
Mobile Phone
Email
United StatesTexas
Oct 25, 2025
C. M.
Vice President
Mobile Phone
Email
Oct 23, 2024
G. B.
Vice President Financial Planning And Reporting
Mobile Phone
Email
United StatesConnecticut
Oct 22, 2024
E. D.
Executive Director
Mobile Phone
Email
United StatesConnecticut
Nov 11, 2025
S. M.
Executive Director
Mobile Phone
Email
United StatesConnecticut
Aug 10, 2025
R. M.
Executive Director
Mobile Phone
Email
Oct 22, 2024
G. H.
Office Manager
Mobile Phone
Email
United StatesConnecticut
Nov 17, 2025
C. L.
Manager Of Operations And Administration
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
G. G. B.
Manager
Mobile Phone
Email
United StatesConnecticut
Sep 13, 2024
D. B.
Wealth Advisor
Mobile Phone
Email
United States
Nov 19, 2025

Frequently Asked Questions

What is RDM Financial Group | Hightower Advisors known for?

RDM Financial Group | Hightower Advisors was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 10 Wright Street Westport, Connecticut 06880 United States. Explore RDM Financial Group | Hightower Advisors's company overview page for more information.

What is RDM Financial Group | Hightower Advisors's most common email format?

RDM Financial Group | Hightower Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RDM Financial Group | Hightower Advisors email formats with LeadIQ.

How many employees does RDM Financial Group | Hightower Advisors have currently?

RDM Financial Group | Hightower Advisors has approximately 8 employees as of March 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are RDM Financial Group | Hightower Advisors's key employees and leadership?

As of March 2026, RDM Financial Group | Hightower Advisors's key employees include:

Vice President Financial Planning And Reporting: G. B.
Partner - Investment Advisor: B. M.
Vice President: C. M.
Executive Director: E. D.
Executive Director: S. M.

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