Scott J. LeClaire, CFP®, ChFC
As an advisor at Heritage Capital Advisors, LLC, Scott personally guides his clients through the complexities of personal finance by listening to their needs, engaging them in insightful dialogue, and educating them about their finances. He is committed to being the wealth manager of all his clients’ financial affairs by working with estate planning attorneys and accountants. By focusing on the interrelated areas of investments, Scott is able to create a truly comprehensive and well-thought-out financial plan. Scott has been advising investors professionally since 1985 and is a founding member of Heritage Capital Advisors, LLC. He has since established himself as a trusted financial advisor developing expertise in comprehensive financial planning for families and individuals. Scott's experience and commitment help position his clients to meet their personal and financial goals. His practice is defined by the lasting, positive relationships he has formed with his clients.
Scott is a registered representative and an investment adviser representative with Commonwealth Financial Network®.
Scott graduated from St. Bonaventure University in Olean, New York, with a BS in finance. He earned a Chartered Financial Consultant® (ChFC®) designation from The American College in Bryn Mawr, Pennsylvania, and attained his status as CERTIFIED FINANCIAL PLANNER™ professional from the Certified Financial Planner Board of Standards in Denver, Colorado.
His industry registrations include FINRA Series 6 (Investment Company Products Representative), FINRA Series 7 (General Securities Representative), FINRA Series 24 (General Securities Principal), NASAA Series 63 (Uniform Securities Agent State Law examination), and NASAA Series 65 (Uniform Securities Advisor Law examination).
Scott resides in Glastonbury with his wife, Noraleen, and their three children. In his spare time, he enjoys reading, spending time with family, mountain and road biking, running, and wake boarding.
If you would like to contact Scott directly, please call 800-429-0158.
Robert D. Eberhardt, CFA®
Rob joined The LeClaire Team at Heritage Capital Advisors in September 2017. As a wealth advisor, he listens carefully to clients’ needs while working to help them make important life decisions, set financial goals and plan for their retirement. In addition to, and in conjunction with, income and retirement planning services, Rob spends time analyzing many investment options the team uses in developing portfolios to help clients meet their financial needs.
Rob brings 15 years of investment experience to Heritage Capital Advisors, with a background in portfolio management, trading, and financial analysis. Prior to joining the firm, he was a senior fixed income portfolio manager for Columbia Partners in Chevy Chase, Maryland, where he managed $700 million in bond fund assets for pensions, trusts, and endowments. Previously, Rob was a bond trader at G.X. Clarke & Co. in Jersey City, New Jersey.
Rob graduated from Bryant College (now known as Bryant University) in Smithfield, Rhode Island, with a focus on finance and applied actuarial statistics. He has also earned the prestigious Chartered Financial Analyst® (CFA®) designation. The CFA program, which is administered by CFA Institute, the global not-for-profit association of investment professionals, sets a standard that is acknowledged around the world for measuring the competence and integrity of financial analysts, portfolio managers, and investment advisers. He is a member of the CFA Society of Washington, DC.
Rob currently lives in Waterford with his wife, Victoria, and their high-energy Boston terrier, Truffles. In his free time, Rob enjoys spending time with family, being outdoors, and reading up on the market. An avid sports fan, Rob attends games whenever he can.
If you would like contact Rob directly, please call 860-659-8886, ext. 280.
Robert M. Phelan
Bob joined Commonwealth Financial Network in 2004. He has been in the financial services industry for 35 years and has held numerous professional designations including CRPS and CRPC. Bob holds FINRA Series 6,7, 22, 63, and 65. He is married to wife Karen for 30 years and they have two children; Jenna, who graduated from Boston College and lives and works in Boston and Jack, who attends Holy Cross College in Worcester, MA and plays on the golf team. They live in East Longmeadow, MA. Bob can be reached at 413-224-2002.
Jay R. Tibball, ChFC®, CLTC
As a wealth advisor with Heritage Capital Advisors, LLC, and a member of The LeClaire Team, Jay provides detailed wealth management and financial planning services to clients that are seeking independent, objective, and impartial guidance. He carefully listens to his clients’ goals, needs, and financial situation and works toward creating a high-trust, value-based relationship that allows him to assist clients in making important life decisions.
Jay has been working as an advisor since 1988 and joined Heritage Capital Advisors, LLC, in September 2005. He also spent five years as the compliance officer for Heritage Capital Advisors, LLC, before joining The LeClaire Team.
Jay is an investment adviser representative and registered representative of Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.
Jay graduated from Bryant College (now known as Bryant University) in Smithfield, Rhode Island, with a BS in business management. His professional credentials include the Chartered Financial Consultant® (ChFC®) designation, which he earned from The American College in Bryn Mawr, Pennsylvania, in 1994 and the Certified in Long-Term Care (CLTC) designation from the Corporation for Long-Term Care in Newton, Massachusetts, in 2001.
His industry registrations include FINRA Series 6 (Investment Company Products Representative), FINRA Series 7 (General Securities Representative), FINRA Series 24 (General Securities Principal), NASAA Series 63 (Uniform Securities Agent State Law examination), and NASAA Series 65 (Uniform Investment Advisor Law examination). Jay resides in Cromwell, Connecticut, with his wife, Rebecca, and their son, Jack.
Contact Jay at 860-659-8886, x399, or toll-free at 800-617-4027.
Director of Client Service and New Business, CT
Tammy, Director of Client Service and New Business, joined The LeClaire Team at Heritage Capital Advisors, LLC, in May 2006. She is responsible for maintaining the highest levels of customer service possible. Working directly with Scott and his clientele, Tammy schedules all client appointments, manages client-related communication, and prepares client reviews.
Tammy has worked in the financial services industry in various capacities since 1997. She started as a customer service representative in the banking industry, worked for a Fortune 500 financial service company, and worked as an executive assistant to an investment advisor before joining Heritage Capital Advisors, LLC. She is a graduate of East Catholic High School.
Tammy resides in Marlborough, Connecticut, with her family. In her free time, she enjoys spending time with family, her horses, and boating.
If you would like to reach Tammy, please call 860-659-8886, x274, or 800-429-0158.
Director of Client service and New Business, MA
Denise joined Commonwealth Financial Network as Bob’s Administrative Assistant in 2004. Prior to that, she has worked in the insurance industry for 25 years. Denise lives in Springfield, MA and has one daughter, Breyana. Denise can be reached at 413-224-2003.
Noraleen E. LeClaire
Director of Operations and Marketing
Noraleen is the director of operations and marketing for The LeClaire Team at Heritage Capital Advisors, LLC. Currently, her areas of responsibility include day-to-day operations, information technology, marketing, and event planning. She is also a notary public.
She first came on board as an office assistant and bookkeeper to Heritage Capital Advisors, LLC, in 1995 and then joined Scott’s practice directly in 1996 for three more years. After staying home to raise their children, Noraleen returned to Scott’s practice in February 2009.
Noraleen graduated magna cum laude from Loyola College (now Loyola University) in Baltimore, Maryland, with a BS in finance.
Noraleen resides in Glastonbury with Scott and their three children. In her free time, she enjoys spending time with her family, exercising, biking, gardening, and water skiing.
If you would like to contact Noraleen directly, please call 860-659-8886, x221.