FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that they have promoted 12 team members in the first months of 2023, a first in the firm’s tenure.
- Dan Ballou, CFP®, of Worcester, Mass. – Managing Advisor
- Michael Fernandes, CFP®, of Simsbury, Conn. – Managing Advisor
- Labib Fasihuddin, CFP®, of South Windsor, Conn. – Senior Financial Advisor
- Beth Devino, CPA/PFS, of Middlebury, Conn. – Senior Financial Planner
- Patrick Sullivan, CFP®, of Wallingford, Conn. – Senior Financial Planner
- Kevin Briganti of Southington, Conn. – Financial Advisor
- Miguel Carneiro, CFP®, Bethel, Conn. – Financial Advisor
- William Horigan of West Hartford, Conn. – Financial Advisor
- Cyndy Borenstein of Canton, Conn. – Senior Client Service Specialist
- Lauren DellaFera of Rocky Hill, Conn. – Senior Client Service Specialist
- Melissa Frechette of Farmington, Conn. – Operations Manager
- Eric Natale of Wethersfield, Conn. – Senior Business Strategist
“It’s such an incredible milestone to be able to kick off the year with 12 promotions,” said Kevin C. Leahy, President and CEO of CTWM. “Each of these exceptionally talented individuals are deserving of this recognition as they display our core values every single day, especially drive and grit, all while remaining steadfast in their commitment to our clients, team, and community.”
About Connecticut Wealth Management, LLC
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.