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 and ensure that all CTWM clients receive consistent, meaningful and quality service.

Education

Tanya C. D’Addio graduated from Quinnipiac University with a Bachelor’s Degree in Legal Studies and holds her series 7 and 63 securities registrations through LPL Financial.

Affiliations & Community Involvement

Tanya C. D’Addio is actively involved in local community organizations including the Cheshire Community Theater, Cheshire PTA Reflection Program and the American Cancer Society.  She is a member of the Connecticut Wealth Management Women’s Initiative where she works in conjunction with the director to help create an environment that supports the professional advancement of the women within the organization, as well as educate clients and women in the local community. 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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