The Team |

Tanya C. D’Addio

Tanya C. D’Addio
Wealth Services Manager

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Professional Experience

Tanya C. D’Addio joined Connecticut Wealth Management in 2010 and has more than 15 years of experience in the areas of wealth management, marketing and office operations. Tanya is responsible for developing, implementing and overseeing the wealth services policies and procedures. She works with all members of the Connecticut Wealth Management Team to develop and improve client relationships and communications.

Education

Tanya C. D’Addio graduated from Quinnipiac University with a Bachelor’s Degree in Legal Studies. Tanya holds her securities registrations 7, and 63 with LPL Financial as well as health, life, and annuity licenses with the State of Connecticut. Tanya has completed all coursework for a CFP® (CERTIFIED FINANCIAL PLANNER™) designation.

Affiliations & Community Involvement

Tanya C. D’Addio is actively involved in local community organizations including Girl Scouts and the American Cancer Society. She is a member of the Cheshire PTA and volunteers at her children’s schools. She resides in Cheshire with her husband, Edward, and their two children.

Our Services

From financial planning to asset management, we offer control and insight into your financial decisions and counsel to guide your ultimate future. Learn More +

Our Clients

At Connecticut Wealth Management, we provide our clients with peace of mind on the path to financial freedom and we are always available to discuss the details along the way. Learn More +

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