FARMINGTON, Conn. (February 2021) — Connecticut Wealth Management, LLC (CTWM) is proud to announce eleven team members have received the 2020 Five Star Wealth Manager Award from Five Star Professional. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. The award is presented to wealth managers in over 45 markets in the U.S. and Canada, recognizing service professionals who provide quality client services.
CTWM 2020 Five Star Wealth Manager recipients include:
- Kevin C. Leahy, CPA, CFP®, President and CEO, of Durham, Conn.
- Denis M. Horrigan, CFP®, CEPA®, Partner and Co-Founder, of Simsbury, Conn.
- Michael A. Tedone, CPA/PFS, Partner, and COO, of Wethersfield, Conn.
- Jarrett F. Solomon, CFP®, CIMA®, Partner, of West Hartford, Conn.
- John Shanley, CFP®, Senior Financial Advisor & Assistant Director of the Investment Committee, of Suffield, Conn.
- Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, of West Hartford, Conn.
- Elizabeth A. DeBassio, CPA/PFS, Managing Advisor, of West Hartford, Conn.
- Megan Trask, CFP®, Managing Advisor & Director of the Investment Committee, of Granby, Conn.
- Antonio DiSorbo, CLU®, ChFC®, Partner, of Burlington, Conn.
- Emily Wood, CFP®, Director of Financial Planning, of New Hartford, Conn.
- Jennifer D. Barry, CFP®, Senior Financial Advisor, of Bloomfield, Conn.
Both Kevin C. Leahy, President, and CEO, and Denis M. Horrigan, Partner and Co-Founder of CTWM, have been recognized with the prestigious award numerous times. A total of 3,048 Connecticut-area wealth managers were considered for the award—only 285 were selected as recipients, nine percent of qualified candidates.
A candidate evaluation is based on advisor credentials, regulatory, disciplinary, and compliance history, client acceptance and retention, education and professional designations, and consumer feedback.
“We’re honored to have eleven team members representing Connecticut Wealth Management with this award,” said Kevin C. Leahy, President, and CEO of CTWM. “This recognition stems from our deep commitment to our industry and our clients, who are our top priority.”
About Five Star Professional
Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional that other consumers have indicated provides exceptional client satisfaction and service. Five Star Professional joins forces with city and regional magazines to make the research results available to
consumers and promote Five Star-designated professionals in more than 45 markets across the United States. Five Star Professional was founded in 2003 and is based in Egan, Minnesota. Visit https://fivestarprofessional.com to learn more.
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.