The Kral, Brown, Tuzza, Juliano & Pena Group
1499 Post Road
Fairfield, CT 06824
(203) 254-6946
Email Us(203) 254-6946
Learn more about an advisor's background on
The Kral, Brown, Tuzza, Juliano & Pena Group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. We believe long standing client relationships are built through teamwork and client involvement. We focus on providing wealth management planning, advice and guidance by leveraging Merrill’s investment insights and resources, coupled with the banking capabilities and convenience of Bank of America.
The Kral, Brown, Tuzza, Juliano & Pena Group
Merrill Lynch Wealth Management
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Christopher Kral
Financial Times "401 Top Retirement Plan Advisers", 2018-2019
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2020
(Published on January 16, 2020. Rankings based on data as of June 30, 2019.)
Financial Times "401 Top Retirement Plan Advisers", 2018-2019
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2020
(Published on January 16, 2020. Rankings based on data as of June 30, 2019.)
Dennis Brown
Financial Times "401 Top Retirement Plan Advisers", 2018-2020
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2020
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Financial Times "401 Top Retirement Plan Advisers", 2018-2020
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2019-2020
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Robert Tuzza
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Joseph Juliano
Financial Times "401 Top Retirement Plan Advisers", 2018, 2020
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Financial Times "401 Top Retirement Plan Advisers", 2018, 2020
(Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
About Us
Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service
Meet Our Team
Victor H. Pena, CDFA®,CFP®,CIMA®,CPWA®
Assistant Vice President, Wealth Management Advisor
203.254.6955
203.254.6955
Kalie VanCura, CDFA®,CFP®,CIMA®,CPWA®
Registered Wealth Management Client Associate
203.254.6945
203.254.6945
Michail Borisov, CIMA®,CRPC™
Assistant Vice President, Investment Management Specialist
203.254.6998
203.254.6998
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.