Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor offering financial planning and asset management to individuals across Connecticut and nationwide, announced today that James W. Nixon has joined the firm as an associate financial advisor.
“We know that skilled financial advisors have many opportunities for professional advancement,” said President and Chief Executive Officer of CTWM, Kevin Leahy. “At Connecticut Wealth Management, we work hard to create a culture that attracts the best up-and-coming talent to best serve our clients, ensuring success now and into the future. James brings previous experience and a client-focused approach, delivering exceptional client service.”
James W. Nixon will assist the CTWM advisors with creating financial plans and implementing portfolio strategies. He is also a member of the CTWM Investment Committee as well as the CTWM Green Initiative, a group dedicated to reducing our company’s environmental impact and increasing our environmental awareness.
Prior to joining CTWM, Nixon was a benefit specialist at PPI Benefit Solutions, where he was responsible for managing customer and carrier relationships and enrollment analysis. He also worked as a therapy consultant at Medtech Healthcare Solutions. He earned a Bachelor’s degree in Communications and a minor in Sustainable Energy Studies from Eastern Connecticut State University.
“Connecticut Wealth Management is an excellent opportunity for me to develop professionally,” said Associate Financial Advisor, James W. Nixon, “while also maintaining my strong focus on delivering the best possible customer experience. I’m excited about what the future holds here at CTWM for myself and my clients.”
About Connecticut Wealth Management, LLC
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.