FARMINGTON, Connecticut – October XX, 2023 — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Jo Ann Keller has joined the team as a Senior Financial Advisor.
“We are thrilled to have Jo Ann join our team as a senior financial advisor,” said Michael Tedone, Partner & Chief Financial Officer at CTWM. “Jo Ann is a true collaborator and a shining example of our firm’s core values. She brings with her an extensive and comprehensive background in banking, asset management, and financial planning. Jo Ann’s passion for serving the needs of multigenerational families enhances CTWM’s service delivery.”
Throughout her career, Jo Ann has always been passionate about connecting with individuals and families to provide customized solutions that help them achieve their life’s goals and objectives.
“I have always strived to provide a highly personal level of service to my clients, helping to bring their life’s goals to fruition through the implementation of a financial plan,” said Keller. “This closely aligns with CTWM’s commitment to its clients, which is why I’m thrilled to be here.”
Prior to joining the CTWM team, Jo Ann was a Senior Vice President and Senior Wealth Advisor at Wilmington Trust, a subsidiary of M&T Bank, where she focused on developing wealth management strategies for multigenerational families. Jo Ann holds a Bachelor of Arts in American History with a minor in Art History from Western Maryland College, now McDaniel College, where she graduated magna cum laude.
Jo Ann continues to give back to the community and has been an active member in the New Canaan area for many years as a YMCA volunteer and has served on the boards of several organizations including HORIZONS enrichment program for underserved youth in Fairfield county and as Vice President of Finance of the New Canaan CARES Foundation where she was responsible for leading the organization’s annual fund-raising event for several years.
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 engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management, visit www.CTWealthMgmt.com.
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