Mia Servidone

Mia Servidone officially joined the Connecticut Wealth Management (CTWM) team in May 2023 as a Planning Analyst after successfully completing the firm’s internship program. As an intern, Mia worked with analysts to research investment opportunities and with the marketing team to implement new strategic systems. This work prepared Mia for her full-time role with the Financial Planning department. In her new role as a Planning Analyst, Mia uses data provided by clients to develop and maintain financial plans specific to […]

Sam DeBono

Sam DeBono joined Connecticut Wealth Management (CTWM) as a Planning Analyst in 2021. He is responsible for gathering, entering, and analyzing data in the development of a client’s financial plan.  Education Sam graduated from Michigan State University in 2020 with a Bachelor’s degree in Finance and a concentration in Wealth Management & Financial Planning. Affiliations & Community Involvement While at Michigan State University, Sam was an active member in the MSU Wealth Management Association. He also served as the Philanthropy Chair […]

Saswati Saha

Saswati Saha brings over 16 years of experience to her position as a Planning Analyst at Connecticut Wealth Management, LLC. Saswati works with a team of advisors to provide account administration and exceptional client service.  She also has administrative responsibilities within the Operations Department. Education Saswati earned her Bachelor of Science degree in Chemistry from the University of Kolkata, in India. Affiliations & Community Involvement Saswati enjoys participating in Connecticut Wealth Management community involvement events.  In her free time, Saswati […]