FARMINGTON, Conn., Nov. 30, 2021 /PRNewswire/ -- Connecticut Wealth
Management, LLC (CTWM) is proud to announce 12 team members
have received the 2021 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 2021 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.
- Kathleen M. Christensen,
CPA/PFS, CDFA®, Partner, of West Hartford, Conn.
- Antonio DiSorbo,
CLU®, ChFC®,
Partner, of Burlington, Conn.
- Megan Trask,
CFP®, Managing Advisor & Director of
Investment Committee, of Granby,
Conn.
- Elizabeth A. DeBassio, CPA/PFS,
Managing Advisor, of West Hartford,
Conn.
- John Shanley,
CFP®, Senior Financial Advisor &
Assistant Director of Investment Committee, of Suffield, Conn.
- Jennifer D. Barry,
CFP®, Senior Financial Advisor, of
Bloomfield, Conn.
- Dan Ballou,
CFP®, Senior Financial Advisor, of
Worchester, Mass.
- Michael Fernandes,
CFP®, Senior Financial Advisor of
Simsbury, Conn.
Many CTWM team members have been recognized with this
prestigious award numerous times. Most notable are Kevin C. Leahy, President and CEO, Denis M. Horrigan, Partner and Co-Founder of
CTWM, and Jarrett F. Solomon,
Partner of CTWM, who have been honored as a Five Star Wealth
Manager for the past 10 consecutive years.
A total of 3,191 Connecticut-area wealth managers were
considered for the award—only 272 were selected as recipients. A
Five Star candidate's 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 12 team members representing Connecticut
Wealth Management receive this esteemed award," said Kevin C. Leahy, President and CEO of CTWM. "This
recognition exemplifies our continued commitment to both our
industry and our clients, who are our number one
priority."
To learn more or open a dialogue with our credentialed,
experienced and award-winning team, call (860) 470-0290 or go to
www.CTWealthMgmt.com/team
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 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, 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.
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Amanda Savio, 324590@email4pr.com,
860-543-3865
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SOURCE Connecticut Wealth Management LLC