NEW HAVEN, CT – March 6, 2025 – Wooster Square Advisors, a New Haven-based investment management firm offering affluent families, business owners, and professionals a premium client experience with proven and sophisticated financial planning, has appointed Francis “Frank” McGrail to lead the firm’s newly founded Wooster Square Partners focused on recruiting growth-minded advisors.

McGrail joins as Managing Partner and Registered Professional to help recruit advisors into Wooster Square Partners where they can benefit from the Wooster Square brand and proven growth methodologies.

“Frank and I studied the competitive landscape and quickly realized now is the time to work with our partners and bring to market a firm to share and expand upon our amazing results,” said Brett Amendola, Founding Partner and Wealth Manager. “We will help the right advisor, or team of advisors, increase productivity, expand their referability and help manage business complexities. Our team knows how to help advisors add clients and assets while driving overall growth of advisory practices. We believe that ambitious, growth-minded advisors will see Wooster Square Partners as an attractive foundation from which they can build the future they want.”

Addressing his new role, McGrail said: “I’m excited and proud to be joining Wooster Square Partners working with my good friend Brett Amendola and his phenomenal team. We expect to be unique in the investment management space for clients and their advisors, and a positive force in serving our clients’ families.”

“The opportunity to work with motivated, growth-minded advisors, whether they’re experienced or up-and-coming advisors and teams of advisors, is really compelling,” added Marcus De Vito, MBA, JD, LL.M, Partner and Wealth Manager, Wooster Square Advisors, LLC. “Sharing our wealth management process and working though complex cases is a differentiator for me and Wooster Square Partners. We couldn’t be more excited.”

McGrail has more than 30 years of financial services industry experience. He served the investment community as an investment banker, producing sales manager and branch manager, complex, district and regional director. While in production and field management, McGrail specialized in helping advisors understand the needs of high-net worth and ultra-high-net-worth clients and how to work with them. His work ranges from consulting teams to individual training and coaching on practice expansion and advisor succession planning. He has worked with sole practitioners and large teams – all of whom work with diverse client segments. McGrail served as managing director at UBS for more than 27 years, and as a regional executive at Deutsche Bank Private Wealth Management for more than seven years.

Wooster Square Advisors’ assets have nearly doubled since the firm joined Cetera in 2023; growth which the team aims to accelerate and attributes to Cetera’s industry-leading growth resources. Chief among these resources is GrowthLine, which provides powerful data-driven technology combined with full-service sales and marketing strategy, planning and execution to clearly articulate a financial professional’s business and value. The firm also successfully utilized Growth 360, a proven methodology for quickly assessing a financial professional’s business and identifying the best growth opportunities.

Wooster Square Partners is a network of professionals on the cutting edge of advice and sophisticated planning. We support every partner in the details so you can focus on pursuing the fullness of a business and a life well lived. That’s the standard Wooster Square aims for with every partner in our professional network. Ready to build the financial practice you desire? Contact info@woostersquarepartners.com today. 

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 470 James Street, New Haven, CT 06513

Wooster Square Advisors is the culmination of over 150 years of financial guidance and experience. Our namesake pays homage to the picturesque downtown neighborhood that lies just a stone’s throw from our downtown New Haven offices. The rich heritage of hard work, which built this community, lives on in the work that we do for our clients. We provide professional advice, sophisticated execution, and high-end service for clients who work hard and are focused on enjoying their successes. Our advisors have extensive experience in the financial sector and financial services industry. We’re not surprised by much, and we apply our time-tested strategies to highly personalized plans, helping you effectively navigate the market with poise and confidence. Connect with us at www.woostersquareadvisors.com. 

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 470 James Street, New Haven, CT 06513