FARMINGTON, Connecticut — Farmington-based financial planning and investment advisory firm Connecticut Wealth Management, LLC (CTWM) is pleased to announce that John J. Shanley, CFP®, who joined the team in 2019, has been promoted to Managing Advisor. John leads a team of financial advisors, working directly with clients to gain a deep understanding of their needs, ambitions, and goals to then develop a financial where plan and investment strategy that helps them achieve their goals.
“Not only is John an incredibly strong financial advisor, but it is also his embodiment of our firm’s core values that solidified his promotion. He is an incredible asset to our firm, teammates, and clients, and we could not be more excited to see his career continue to grow at CTWM,” said Partner of the firm, Megan Trask, CFP®.
“I’m excited to continue to grow in my role here at CTWM,” commented Shanley. “Living by our firm’s core values not only allows me to better serve our clients, it also allows me to better serve my fellow teammates. I’m looking forward to guiding my team as we strive to provide exceptional service.”
In addition to leading his advisory team, Shanley also serves as Assistant Director of CTWM’s Investment Committee. Shanley graduated with a Masters of Science in Financial Services from American College and earned his undergraduate degree from Fordham University. He is a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) practitioner.
Shanley is also an Adjunct Professor in the MBA program at Elms College where he teaches classes for the Certified Financial Planners (CFP ®) program. He is also a Board Member of the Financial Planning Association of Connecticut Valley and volunteers at Family Reach, an organization that provides pro-bono financial planning to cancer patients.
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.