Successful Wealth Management Through
 Personalized Financial & Retirement Planning

Office: 203.221.0202
staff@cruicefinancial.com

Leadership - The CFO Team




The Cruice Financial Organization team and its affiliates have been successfully managed by Jay S. Cruice Jr. for almost 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 [Since 1987]:

  • President of Cruice Financial Organization/ Cruice Investment Advisors, Ltd. / Cruice Financial Planning 1987 to Present;
  • Registered Representative for Westport Resources Investment Services 1997 to Present;
  • Series 7, Series 63, Series 65, Series 24, and Insurance licensed [Life & Health]

Nancy M. Blackwell, Financial Planning Advisor:

Education Background:

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

Business Background [Since 1991]:

  • 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

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 [Since 2006]:

  • Cruice Financial Organization 2006 to Present;
  • Series 11, Series 66

William O. Webster, Jr., CFP,

Executive Vice President & Senior Portfolio Manager:

 Education Background:

  • Dartmouth College - AB, 1965
  • NYU Stern School of Business - MBA, 1971
  • College for Financial Planning - CFP, 1979

Business Background [Since 1972]:

  • Series 1, AMEX Put & Call Exam
  • 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 – 8/2016)
  • Cruice Financial (8/2016 - Present)

Paul H. Daimler, Executive Vice President & Senior Portfolio Manager:

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Paul Daimler is president of GTD Investments LLC and has been affiliated with Cruice Financial Organization as a Registered Investment Advisor agent and a Senior Portfolio Manager since 2017. He additionally holds the position of Executive Vice President of Westport Resources Investment Services and has the following licenses: Series 7- General Securities Representative, Series 10- General Securities Sales Supervisor, and Series 65- Uniform Investment Advisor. He is registered in multiple U.S. states.

Mr. Daimler specializes in wealth management for high net worth individuals using large cap growth and value stocks, along with tax exempt and corporate bonds. He promotes a “tax efficient” investment policy, which includes preservation of capital. Mr. Daimler tailors each individual’s portfolio to meet the client’s specific needs. He also utilizes hedge strategies using put and call options when appropriate. He is dedicated to working with individuals, families and trusts while serving no institutional clients.

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. Additionally, he was a Vice President with PaineWebber in Darien, CT and he spent 10 years with Smith Barney as a Vice President. While at Smith Barney, he was Assistant Branch Manager of the Stamford, CT office for three years.

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

Additional information about “the letters” for professional designations that follow a financial professional’s name can be found through the following link to the “Financial Industry Regulatory Association” [FINRA] website: http://www.finra.org/investors/professional-designations. Please note that Cruice Financial Organization does NOT endorse the FINRA website nor any of FINRA’s definitions for the listed professional credentials or designations.

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