FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 15 team members have received the 2023 Five Star Wealth Manager Award from Five Star Professional.
“It’s an honor to have so many of our advisors receive this distinguished award,” said Kevin C. Leahy President and CEO. “At CTWM, our top priority is our clients, and this recognition represents our team’s continued commitment to providing an unrivaled client experience.”
CTWM 2023 Five Star Wealth Manager recipients include:
- Kevin C. Leahy, CFP®, CPA, President and CEO, of Durham, Conn.
- Denis M. Horrigan, CFP®, CEPA, Partner and Co-Founder, of Simsbury, Conn.
- Michael A. Tedone, CPA/PFS, Partner and CFO, of Wethersfield, Conn.
- Jarrett F. Solomon, CFP®, Partner and Managing Advisor, of West Hartford, Conn.
- Kathleen M. Christensen, CPA/PFS, CDFA®, Partner and Managing Advisor, of West Hartford, Conn.
- Antonio DiSorbo, CLU®, ChFC®, Partner and Managing Advisor, of Burlington, Conn.
- Megan Trask, CFP®, Partner and Managing Advisor, of Suffield, Conn.
- Emily R. Wood, CFP®, Partner and CCO, of New Hartford, Conn.
- Kailee Ostroski, CFP®, Partner and COO, of Wallingford, Conn.
- John Shanley, CFP®, Partner and Managing Advisor, of Suffield, Conn.
- Jennifer D. Barry, CFP®, Managing Advisor, of Bloomfield, Conn.
- Daniel Ballou, CFP®, Managing Advisor, of Hopkinton, Mass.
- Michael Fernandes, CFP®, Managing Advisor, of Simsbury, Conn.
- Labib Fasihuddin, CFP®, Senior Financial Advisor, of South Windsor, Conn.
- Martha Hardison, CFP®, Senior Financial Advisor, of Manchester, Conn.
Numerous CTWM team members have been recognized with this prestigious award a number of times, including Kevin Leahy, Denis Horrigan, and Jarrett Solomon, who have each been named as Five Star Wealth Managers for the past 12 consecutive years.
The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over 45 markets in the U.S. and Canada, recognizing service professionals who provide quality client services.
A total of 3,564 Connecticut-area wealth managers were considered for the award—only 313 (9% of candidates) were selected as recipients. A Five Star candidate’s evaluation is based on advisor credentials, regulatory, disciplinary, and compliance history, client acceptance and retention, education and professional designations, and consumer feedback.
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About Five Star Professional
Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional that other consumers have indicated exceptional client satisfaction and service. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers and promote Five Star-designated professionals in more than 45 markets across the United States. Five Star Professional was founded in 2003 and is based in Egan, Minnesota. Visit www.fivestarprofessional.com to learn more.
About Connecticut Wealth Management
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC, visit www.CTWealthMgmt.com.