FARMINGTON, Connecticut—February 24, 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, today announced three-team milestones.
John J. Shanley, CFP®, has been promoted to Senior Financial Advisor, where he will continue to work with clients to develop a deep understanding of their needs, ambitions, and goals. He proactively works with and develops personal relationships with clients to ensure they are receiving excellent service while preparing and delivering client financial plans. Additionally, John is a member of the CTWM Investment Committee and is responsible for implementing firmwide portfolio strategies.
Melissa Frechette has been promoted to Client Service Specialist and Manager of Compliance. Melissa works with a team of advisors to provide account administration support. She assists in preparing for client meetings, opening and maintaining accounts, and ensuring that clients receive exceptional service.
She is also responsible for guiding CTWM’s compliance efforts and assisting in establishing policies and procedures for regulatory development within the firm.
Labib Fasihuddin recently earned his CFP® certification and was promoted from Associate Financial Advisor to Financial Advisor. Labib focuses on delivering exceptional client service through the development of financial plans and portfolio strategies for CTWM’s clients. He is a member of the CTWM Investment Committee, where he provides research and leads firm-wide block trades. He also heads CTWM’s internship program, which he has developed into a top-tier financial services internship within the Greater Hartford region.
“Our team works hard every day, often taking on new responsibilities and working toward continued education, professional development, and designation opportunities,” said President and CEO of CTWM, Kevin C. Leahy, “It’s inspiring to see our team grow in their roles, and achieve credentials that signify our talent is the best the industry has to offer. Congratulations to John, Melissa, and Labib.”
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.