Four Promoted at Farmington-based Financial & Wealth Management Firm
FARMINGTON, Conn. (January 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to announce four promotions this month. CTWM is a registered investment advisor committed to creating genuine partnerships with clients to provide unbiased financial planning and asset management.
CTWM promotions in January include:
- Beth Devino, CPA, of Middlebury, Conn., has been promoted to Financial Planner, from her previous role as Planning Analyst.
- John Shanley, CFP®, of Suffield, Conn., has been promoted to Senior Financial Advisor & Assistant Director of the Investment Committee, from his previous role as Senior Financial Advisor.
- Dan Ballou, CFP®, of Worcester, Mass., has been promoted to Senior Financial Advisor, from his previous role as a Financial Advisor.
- Michael Fernandes, CFP®, of Simsbury, Conn., has been promoted to Senior Financial Advisor, from his previous role as a Financial Advisor.
“We’re thrilled to kick off the new year with the announcement of these well-deserved promotions earned by four outstanding team members — Beth Devino, John Shanley, Dan Ballou, and Mike Fernandes,” said Kevin C. Leahy, President, and CEO of CTWM. “They continually raise the bar and go above and beyond for our clients.”
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 www.CTWealthMgmt.com.