Beth Devino, CPA® Joins Connecticut Wealth Management

FARMINGTON, Connecticut—November 10, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management, announced today that Beth Devino, CPA® has joined the team as a Planning Analyst. Prior to joining Connecticut Wealth Management, Devino was a 401 (k)-plan administrator for a family business.

“Beth is an outstanding addition to the team,” said CEO Kevin C. Leahy. “She brings a wealth of knowledge and experience to help our clients make decisions that support their future goals and aspirations.”

As a Planning Analyst, Beth will be responsible for analyzing the data in the development process of a client’s financial plan. She is charged with helping to provide a meaningful and comprehensive client-centered financial planning experience for all planning engagements. Beth will serve business owners and executives with complex financial backgrounds.

“I’m beyond excited to join the dynamic and dedicated team at CTWM. I look forward to making strong connections with clients while building meaningful financial plans,” said Devino.

Beth is a Certified Public Accountant (CPA) and is currently pursuing a Personal Financial Specialist credential. She graduated Magna Cum Laude from Bentley College with a Bachelor of Science degree in Accountancy and holds a Master of Business Administration degree from Quinnipiac University. She also received a Master Personal Financial Planner Certificate from Elkin B. McCallum School of Business at Bentley College.

Devino is a member of the American Institute of Certified Public Accountants (AICPA). She is a former board member of Holy Cross High School in Waterbury and a current member of their Endowment Corporation. Beth is also involved with various charities in the Greater Waterbury area.

About Connecticut Wealth Management, LLC

Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, and 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 engaging in a collaborative, team approach to create empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC., visit