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, and a Registered Investment Adviser.

Mark's professional career commenced at Allmerica Financial – Connecticut as an associate from 1989 to 1999. The valuable 9 years of retirement planning helped him realize how passionate he was about helping people retire with clarity and confidence. His consistent goal was to help these retirees achieve a "lifetime of financial security." After this step, Mark embarked on a new path: starting an independent financial firm, Egidio Financial and Associates, with his two partners. In 2009, he made the conscious decision to merge with Anthony Assante and evolved into a more comprehensive planning firm. The business name was changed to reflect that and it became known as Egidio Assante Wealth Management.

Mark 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. He has also qualified for Commonwealth’s prestigious Leaders Conference every consecutive year since 2006 and for its Chairman's Retreat since its inception in 2007.

Throughout Connecticut, Mark is known for specializing in conducting retirement planning workshops. Specifically, many workshops are geared toward a concentration in teacher retirement planning. For the last 16 years of his 25 year financial planning career, he has presented over 200 workshops on achieving financial security in retirement. He has gained the trust of his existing clients and now proudly serves many of his client’s children, families and friends.

With over 24 years of wealth management experience, Mark is able to create personalized solutions that positively and significantly impact each of his clients' financial futures. He and his team build long-term relationships based on trust, knowledge, and experience. The team consistently works with clients to determine their goal and risk profiles as well as create individually unique and tailored plans. They also closely monitor and evolve these foundations based on his client’s ever-changing financial needs and goals.

Mark is a resident of Madison, Connecticut, where he resides with his wife, Jennifer, and their three children; Dante, Julianna, and Gabriella. He enjoys playing basketball, tennis, and coaching his children in sports. He appreciates spending time along the beautiful Connecticut shore with family, friends, and their two Jack Russells, Macy and Coco.

Chairman's Level
Mark J. Egidio is proud to have been recognized as a Chairman’s Level advisor—a distinction attained by just 3 percent of advisors affiliated with Commonwealth Financial Network during 2013.



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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. Anthony chairs the Executive Compensation committee for the Middlesex Chamber and oversees the investment committee for the Northern Middlesex YMCA.

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.

Originally from Torrington, CT, John now resides with his partner, Catherine in Watertown, CT. He has a daughter, Allie, who is currently attending Becker College in Worcester MA.



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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 R. Primozich
Financial Consultant

David R. Primozich has worked in financial services for nearly twenty years helping clients make well informed decisions and develop a plan to achieve their personal goals while addressing individual and family needs.

There are many facets to prudent financial planning including analyzing a regular stream of new investment options and strategies that can range from exceptional to potentially destructive to one’s wealth.

David uses his experience and training to distill what is most important and then break down those complex choices for his clients, so they can be an active part of the decision process.

In addition to keeping up to date through seminars, continuing education and examining lots of fine print, David has achieved numerous designations and honors. A few of note are, CFP®, Certified Financial Planner designation obtained in 1999, ChFC®, Chartered Financial Consultant designation obtained in 2003, CLTC designation through the Corporation For Long Term Care Certification obtained in 2002, AIF®, Accredited Investment Fiduciary obtained in 2012, Member of the Financial Planning Association, Five Star Connecticut Wealth Manager award for 2011, 2013 and 2014 and awarded father of the year 2013 by son Tristan.

As well as being passionate about his work, David is an avid sports fan and has followed UCONN basketball going back to years when making the NIT was a big deal.

David grew up in Maine and earned a Bachelor of Arts degree in Ecology and Evolutionary Biology from the University of Connecticut.

He now lives in Glastonbury with his wife Elsy and their three wonderful children; Jonathan, Tristan and Sofia.



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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 is an Accredited Investment Fiduciary ® (AIF®) Designee and has 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’s commitment to financial services is acknowledged by having completed the rigorous program requirements, certifications, and continuing education. 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. As a CERTIFIED FINANCIAL PLANNER practitioner, Marc provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct.

As a Wealth Advisor, Marc develops a close understanding of his client’s needs in order to create a complete plan, which will allow them to reach their personal short and long-term goals as they move confidently into their future. By focusing on the fine details of pre and post retirement planning processes, Marc provides his clients with the tools and strategies to help shape their desired long-term financial foundation.

Marc has a B.S. in Finance from Central Connecticut State University

Marc enjoys an active lifestyle, which includes running and has just completed his 3rd marathon. 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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