SOURCE: Connecticut Wealth Management

FiComm Partners

February 02, 2016 09:00 ET

Connecticut Wealth Management Promotes Elizabeth DeBassio to Director

FARMINGTON, CT--(Marketwired - February 02, 2016) -

  • DeBassio holds nearly 20 years of experience in financial services
  • New role as Director will include heading the Stock team of the Investment Committee
  • DeBassio previously served as Advisor at Filomeno Wealth Management

Farmington-based registered investment advisor, Connecticut Wealth Management (CTWM), has announced today that Elizabeth DeBassio CFA/CPS has been promoted to Director. In her new role, effective immediately, DeBassio will manage a team of financial planners on all aspects of client service -- this also includes serving as head of the Stock team of the Investment Committee.

DeBassio has been with CTWM for nearly three years, most recently serving as a Senior Financial Planner. As Director, she will continue to help high-net worth clients identify goals and strategize how to achieve them through investing, tax and estate planning.

"At Connecticut Wealth Management, our culture encourages teamwork and collaboration, which helps all of us to constantly improve the comprehensive and customized financial planning services we provide our clients," said DeBassio. "The entire team here has empowered me to continue to grow and I am eager to continue serving as a trusted planner for our clients and expand my responsibilities to meet the needs of our management team."

Prior to joining CTWM, she was a trusted advisor at Filomeno Wealth Management, LLC for more than 10 years where she worked with high net worth clients, advising them on their investments and taxes. In addition, DeBassio was employed by Brown & Brown, LLP in Boston as Supervisor in their individual tax and financial planning group. Her experience also includes being a personal financial advisor to the former U.S. Ambassador to Austria and a public accountant for Deloitte and Touche.

"Elizabeth has brought a wealth of experience to our team, and we're grateful for her continued dedication to our clients and their families," said Kevin Leahy, CEO and co-founder. "At Connecticut Wealth, we like to say 'we don't try to see how big we can get, but how small we can stay'. Elizabeth has played an instrumental role in promoting that philosophy to our clients and proving time and time again that a personalized, focused and honest approach to financial planning is what they value."

In addition to her role as Director, DeBassio volunteers through the CTWM Community Outreach program, providing pro bono services to families through the Ascend Mentoring program. In her personal time, she is an assistant coach for two Avon Canton Farmington co-ed youth hockey teams and volunteers at her children's elementary school.

To learn more about CTWM, visit www.ctwealthmgmt.com. For media inquiries, contact ctwm@ficommpartners.com.

About Connecticut Wealth Management

Connecticut Wealth Management, LLC is a Registered Investment Advisor offering financial planning and asset management to individuals across Connecticut and nationwide. At Connecticut Wealth Management, we take pride in our independent business model that aligns our interests with those of our clients. Our primary goal is to provide thorough, unbiased financial planning that leads to suitable strategies and solutions for our clients. Our firm employs a collaborative team approach to wealth management, and our advisors form genuine partnerships with our clients built on trust and understanding. For more information about Connecticut Wealth Management, LLC, please visit our website www.CTWealthMgmt.com.

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