Dan Ballou, CFP®

Dan Ballou is a Managing Advisor at Connecticut Wealth Management (CTWM). In his role, he leads a small advisory team in providing exceptional client service. Dan primarily focuses on developing comprehensive financial plans and investment strategies for multifaceted clients, including business owners, executives, and high-net-worth individuals approaching retirement. His passion for the industry is in helping people to better understand how their financial wellness impacts their life’s dreams and how a well-laid-out plan can help them achieve their goals, whether […]

Megan Trask, CFP®

Megan Trask, CFP® joined the Connecticut Wealth Management (CTWM) team in 2016. Megan has been a major contributor to the development of the firm’s unique investment approach that helps clients align their financial goals with their portfolios. She builds meaningful and lasting relationships with her clients, which includes business owners and executives, and currently manages the largest portion of the firm’s client assets. As Director of CTWM’s Investment Committee, Megan is responsible for the development and implementation of the firm’s target […]

Senior Financial Advisor

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CTWM is currently seeking an experienced Senior Financial Advisor who’s committed to serving our clients through the management of comprehensive financial plans that turn their life aspirations into a reality.

John Shanley, CFP®

John Shanley, CFP® joined Connecticut Wealth Management (CTWM) in 2019. As a Managing Advisor, John leads a team of advisors and service specialists in ensuring that all clients receive personalized attention and that they are serviced to the highest standards. John develops individualized wealth plans while offering proactive solutions and strategies to ensure that the plan’s efficiency is maximized. John serves as the Assistant Director of CTWM’s Investment Committee and is responsible for implementing firmwide portfolio strategies and finding innovative […]