ABOUT US | Our Team

Mark J. Egidio
President

Mark is a financial consultant, certified fund specialist and president of Egidio Assante Wealth Management, LLC. He is also an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.

Mark's professional background began as senior associate with Allmerica Financial-Connecticut from 1989 through 1999. He left to start an independent financial firm with his two partners. He is a member of the Million Dollar Round Table and in 1996 achieved Top of the Circle honors, an award given to advisors in the industry who were among the top seven-tenths of one percent.

Mark is a resident of Madison, Connecticut, where he resides with his wife and three children, Dante, Julianna, and Gabriella.



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Anthony F. Assante
Managing Partner

Anthony has been a consultant in the financial services industry since 1993. Prior to that, he earned his MBA from the University of Hartford with a focus in international business.During that time he traveled throughout the Pacific Rim and Australia as part of his graduate studies and developed an appreciation for the emerging economies.

After 15 years of confiding in each other about the financial services industry, he and Mark Egidio formed EgidioAssante Wealth Management, LLC.In April 2009, Anthony was named managing partner of the firm. He is an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, and a Registered Investment Adviser

An active member in the community, Anthony has been a corporate sponsor for numerous philanthropies including World Affairs Council, Connecticut Radio Information Systems (CRIS), Eastern CT Health Network (ECHN), Friends of Gillette Castle, and Middlesex Hospital Cancer Center.He served five years as chairman of the East Haddam Economic Development Commission and six years as co-chairman of the Legislative Committee for the Middlesex County Chamber of Commerce, the largest chamber in the state of Connecticut.Anthony served as chairman of the board for the Middlesex County Chamber of Commerce from June 2009 to May 2010 and is still very active.He oversees the Investment Committee for the Northern Middlesex YMCA and also sits on the board of directors for Middlesex United Way.

Anthony resides in Glastonbury with his better half and wife, Amy, and their three children, Natalie, Sylvie, and Ian.


John Grosso
Financial Consultant

John is a financial consultant and certified fund specialist with Egidio Assante Wealth Management, LLC. He is an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.

John's professional background started in 1993 as a financial consultant with Merrill Lynch and most recently as a financial advisor/operations manager in the Hartford office of Morgan Stanley. John has obtained a professional certification for the Connecticut Partnership for Long-Term Care Insurance.

John is a lifelong resident of Torrington, Connecticut, where he resides with his daughter, Allie.



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Paul Brenner
Financial Consultant

Paul is a financial consultant with Egidio Assante Wealth Management, LLC. Paul is also an Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.

Formerly a senior associate with Allmerica Financial - Connecticut from 1992 through 1999, Paul received numerous awards during his tenure for quality service and commitment to his clients. Paul left in 1999 to start an independent financial firm with his partners.

Paul's fields of specialty are retirement and estate planning, long-term care, and investments. He is securities registered in Connecticut, New York, Massachusetts, Florida, and Virginia, in addition to several other states throughout the country.

Paul currently resides in Farmington, Connecticut with his wife, Joanne, and family.

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David Primozich
Financial Consultant

David has worked in the financial services field for the past thirteen years. He has special expertise in retirement distribution planning, investment planning, qualified business planning, and proper risk management.

David has obtained the ChFC designation from The American College in Bryn Mawr, Pennsylvania. He is also a CERTIFIED FINANCIAL PLANNER™ professional through the College for Financial Planning, Denver, Colorado.

David has obtained the CLTC certification through the Corporation for Long Term Care Certification.

A native of the state of Maine, David is a graduate of the University of Connecticut. He enjoys the outdoors, athletics, and traveling. David is a member of the Financial Planning Association, which believes that everyone needs objective advice to make smart financial decisions. David, his wife, Elsy, and their sons, Jonathan and Tristan, reside in Glastonbury.

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Mike Wheeler
Financial Consultant

Mike brings a wealth of real-world, practical business, and investment experience to Egidio Assante Wealth Management. Prior to joining Egidio Assante, Mike had been an owner and principal of a marketing communications agency, which he helped grow into the largest in Connecticut prior to its sale in 2008. Some of Mike's management responsibilities at the agency included establishing the company's retirement programs, including its 401(K) plan while providing hands-on investment management for the company's profit-sharing plan. Additionally, he directed and managed the company's overall employee benefit program.

Mike has been an active lifelong investor with a great passion for investments and planning. He obtained his FINRA Series 7 and Series 66 registrations and is a Registered Representative with Commonwealth Financial Network. He has also completed the Personal Financial Planning program at Manchester Community College. Mike has been involved in a variety of community activities and is a past chairman of the Travelers Championship (formerly Greater Hartford Open), the region's PGA TOUR golf tournament and largest sporting event in Connecticut. He remains actively involved with the tournament and currently serves on the Connecticut Community Foundation Board, which oversees the event.

Mike has a BS in Business Administration from the University of Connecticut and an MBA from St. Mary's University in San Antonio, Texas.

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Marc Lennon
Financial Consultant

Marc is a financial consultant with Egidio Assante Wealth Management, LLC. He is also an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

Marc began his financial services career in 2008. He obtained his FINRA Series 7 General Securities registration, FINRA Series 66 Uniform Combined State Law registration, and Life, Accident/Health licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Marc has a B.S. in Finance from Central Connecticut State University. He and his wife, Emily, reside in Southington, Connecticut.



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Patrick Clark
Financial Consultant

Patrick is a financial consultant with Egidio Assante Wealth Management, LLC. He is also an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.

Patrick has been involved in the investment business since 1987. His area of specialization is focused primarily on the institutional side where he worked with various institutional pension funds and high-net-worth individuals to establish, devise, and implement retirement planning programs.

Patrick received his bachelor's degree in economics from Genesco State University of New York and was a member of the varsity Lacrosse team.

Mr. Clark's commitment to financial services is acknowledged by having completed the rigorous program requirements, certifications, and continuing education. He holds the FINRA Series 24 registration. Other FINRA registrations include Series 6, Series 7, Series 66, Series 65, and State Life, Health, and Variable Contracts licenses.

Patrick specializes in helping pre-retirees and retirees create a financial plan that can help them face the vast number of issues for the most important part of their lives, such as income planning they can't outlive, improved returns, protecting principal, and reducing taxes.

Patrick is a resident of West Hartford, married, and the father of three active boys. He enjoys an active lifestyle, which includes triathlons, fishing, golfing, and skiing, as well as any family-oriented activity.



 
CFP®, CERTIFIED FINANCIAL PLANNER™, andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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