Three financial advisors and one administrator from Filomeno Wealth Management LLC in West Hartford are moving to Connecticut Wealth Management LLC in Farmington, effective June 1.
And they’re bringing accounts totaling more than $120 million in assets with them, increasing Connecticut Wealth Management’s total assets under management to over $400 million, according to a press release from Connecticut Wealth Management.
Making the jump are financial advisors Michael A. Tedone, Kathleen M. Christensen, and Elizabeth A. DeBassio. Each is a CPA with a personal financial specialist credential.
Also moving to the Farmington firm is Kimberly J. Lockwood, who served as investment group administrator at Filomeno Wealth Management.
Tedone, a principal and shareholder at Filomeno & Co., P.C., has been providing wealth management and tax planning services to clients for 30 years with particular emphasis on investment and estate planning.
The four individuals have over 95 years of combined experience in the financial services industry, and with the recent additions Connecticut Wealth Management now has a total of nine advisors on staff.
