Ashley Fleming brings 10 years of administrative and project experience to her position as a Client Service Specialist at Connecticut Wealth Management most recently working in education and school counseling. Ashley assists in preparing for client meetings, opening and maintaining accounts and ensuring that clients receive exceptional service.  Prior to joining Connecticut Wealth Management, Ashley worked at Wilbraham Middle School as a school counselor and also spent several years as an Assistant Director of Admissions and the Coordinator of Transfer […]

Lauren DellaFera brings over 10 years of administrative experience to her role as a Senior Client Service Specialist for Connecticut Wealth Management. Lauren works closely with her advisory team to provide exceptional service and to ensure that all client needs are fulfilled. She facilitates the onboarding of new clients, as well as maintaining and servicing accounts on an ongoing basis. Lauren also serves as the leader of the Client Service Specialist team, acting as the liaison between the department and […]