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info@principlewealthpartners.com


670 Boston Post Road
Madison, CT 06443

203.318.8892

20 Bay Street
Westport, CT 06880

203.227.7156

1180 Boston Post Road
Old Saybrook, CT 06475

860.577.8555

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Martin J. Wollack

Operations Manager

Martin is responsible for overseeing and managing the custodial platforms and CRM system. As the team lead on our custodians, Martin is responsible for new account openings, account maintenance, and client service processes. Lastly, Martin assists the Compliance Department with reviews and fillings, and oversight of satellite offices.

Martin and his wife Michelle have two daughters, Summer and Haley. They currently live in Old Lyme, CT.

Education & Certifications
Old Saybrook High School

Series 7, 66, 4, 24 & 53, FINRA licenses

203.318.8892
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