Jessica Pedrolini

Jessica joined the Connecticut Wealth Management (CTWM) team in 2022 as a Senior Client Service Specialist. She brings four years of administrative experience with a focus in client relations and business development to the CTWM team. Prior to joining CTWM, Jessica served as a Mortgage Loan Processor & Business Development Coordinator where she built strong relationships with her clients, bringing a personal touch to every interaction. She also has experience as a real estate agent. Education In 2018, Jessica graduated […]

Sarah C. Rioux, CFP®

Sarah Rioux became a full-time member of the Connecticut Wealth Management (CTWM) team in 2022. As a Financial Advisor, she develops personalized financial plans and implements strategic portfolio strategies. Guided by a strong belief in aligning financial decisions with personal values, Sarah helps individuals and families pursue meaningful financial and life goals. Sarah serves on CTWM’s Charitable Committee, managing partnerships with sponsored organizations and leading volunteer initiatives within the firm and the broader community. A passionate advocate for financial literacy, […]

Danielle Tata

Danielle Tata joined the Connecticut Wealth Management team in 2022. As a Senior Client Service Specialist, Danielle assists in preparing for client meetings, opening and maintaining accounts, and ensuring clients receive exceptional service. She also serves on CTWM’s Charitable Committee   Most recently, Danielle worked at Fiduciary Trust International as a Relationship Associate where she was the primary contact for the day-to-day needs of the firm’s high-net-worth clients. Education Danielle earned her Bachelor of Science from Sacred Heart University in […]

Zach Bylykbashi, CFP®

Zach Bylykbashi, CFP® joined the Connecticut Wealth Management (CTWM) team in 2022. As a Senior Financial Advisor, he is responsible for providing exceptional service to clients through the development and implementation of comprehensive financial plans.    Prior to joining CTWM, Zach was a Wealth Advisor at Egidio Assante Lennon Wealth Management. He was responsible for building and presenting financial plans to clients as well as managing his clients’ investment portfolios. Education Zach graduated in 2019 from Washington & Lee University […]

Miguel Carneiro, CFP®

Miguel Carneiro, CFP® brings over a decade of industry experience to Connecticut Wealth Management (CTWM), where he helps clients build thoughtful financial plans tailored to their life goals. Miguel’s approach is centered on strong relationships; he genuinely enjoys getting to know clients and supporting them through financial milestones with patience, clarity, and care. Before joining CTWM, Miguel served as a planning consultant at Fidelity Investments, where he worked collaboratively with advisors and clients to develop and maintain comprehensive financial plans. […]

William Horigan, CFP®

William P. Horigan joined Connecticut Wealth Management, LLC (CTWM) in 2019. As a Senior Financial Advisor, he focuses on providing exceptional service to CTWM clients and collaborating with a team of advisors to develop financial plans and implement portfolio strategies.  Education & Certifications Will graduated Cum Laude from Providence College with a bachelor’s degree in Finance and Accountancy. While at Providence College, he was a member of the Finance Society, and Accounting Association and participated in the 2018 Michael Smith […]

Tony DiSorbo, CLU®, ChFC®

Tony DiSorbo has more than 30 years of professional experience in the areas of financial planning and wealth management. Tony joined Connecticut Wealth Management, LLC (CTWM) in 2020 and works with business owners, executives, and individuals and families with complex financial needs.  His focus is on the financial planning process and on investment management and provides fiduciary advice to all his clients.  He is a member of the CTWM Investment Committee.  Prior to joining CTWM, Tony was the managing partner […]

Richard Persechino, CFP®

Richard (Rick) Persechino is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He is responsible for delivering exceptional client service by creating financial plans and implementing portfolio strategies for high-net-worth clients. By taking a personalized approach, Rick provides his clients with strategies that instill confidence and help them achieve their life’s aspirations. Additionally, Rick partners with various Connecticut-based companies to enhance their retirement plan offerings. Through workshops and presentations, he provides financial guidance and education to employees, helping them […]

Michael Fernandes, CFP®

Michael D. Fernandes is a Managing Advisor at Connecticut Wealth Management (CTWM).  He enjoys creating long-lasting relationships with clients and having a deep understanding of what is truly important to them. Mike draws from his prior experiences to give clients a greater understanding of how their financial planning and investment portfolios work in conjunction over time.  Prior to joining CTWM, Mike started his career working with New York Life Insurance company as a Financial Services Professional. Mike, then joined Fidelity […]

Meredith M. Pickett, CFP®

Meredith Pickett brings more than 14 years of financial planning and client service experience to her role as a Financial Advisor at Connecticut Wealth Management (CTWM). She takes pride in building long-term relationships with clients, going beyond traditional financial strategies to provide personalized guidance and support throughout their financial journey. Prior to joining CTWM, Meredith worked at Planning Partners, LLC. Additionally, she was a Defined Contribution Consultant with USI Consulting Group and a Financial Advisor with American Express Financial Advisors. […]