FARMINGTON, Conn. (April 13, 2021) — Connecticut Wealth Management, LLC (CTWM) is pleased to name Steve McLoughlin as its director of marketing. In this new role, McLoughlin will lead CTWM’s strategic marketing efforts, work alongside the advisory teams to help create great client experiences and long-term relationships, and foster CTWM’s relationships within the community.
“We’re thrilled to welcome Steve McLoughlin to the Connecticut Wealth Management team,” said Kevin C. Leahy, President, and CEO of CTWM. “His deep knowledge within our industry, along with his strategic and digital marketing expertise will greatly enhance and amplify both our existing and future client relationships.”
McLoughlin brings more than 25 years of client and agency marketing experience to his position. Throughout his career, McLoughlin has provided strategic marketing leadership to businesses of all sizes. He has vast experience with a wide range of financial clients, including GE Capital, Mass Mutual, TIAA-CREF, Voya, and Global Atlantic Financial. In addition to leading the CTWM marketing team, McLoughlin’s new role will include working with their business owner clients in need of strategic marketing advice.
“I am truly delighted to become part of an established leader in financial planning and wealth management,” said McLoughlin. “I am particularly excited to share my strategic marketing expertise and collaborate with our clients as we expand our relationships with entrepreneurs and business owners.”
McLoughlin most recently served as vice president at Rebel Interactive Group where he provided strategic marketing leadership and oversight for clients across a diverse set of industries including financial services, manufacturing, home services, higher education, CPG, and retail. Prior to Rebel, he was Chief Marketing Officer & Partner at Horizon Marketing Group.
McLoughlin holds Six Sigma Green Belt Certification from his tenure at General Electric and is a graduate of the University of Connecticut with a degree in economics. He resides in Milford, Conn., with his wife and three children.
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.