Delivering Confidence and Clarity
We’ve built a team of professionals who not only keep up with change but are proactive in the coordination of plans for our clients. We are passionate about giving you the clarity gained from comprehensive financial planning. Pursuing your dreams is easier when the pieces of your puzzle all come together.
Meet Your Team
Mark J. Egidio
President/Managing Partner
Marc Lennon
Managing Partner
John Grosso
Wealth Advisor
Jessica Grillo
Wealth Advisor
Brittany Feller
Wealth Advisor
James Munro
Wealth Advisor
Joanne Daley
Director of Communications
Julia Milewski
Client Relationship Manager
Nicole Grillo
Client Service Associate
Hyla Costello
Client Service Associate
Stephanie Sorice
Client Service Associate
April Lunn
Client Relationship Associate
Meg MacGregor
Client Service Associate
Sally Novak Janin
Client Service Associate
Elle
Office Greeter & Team Mascot
Meet Our Advisor Team
Mark J. Egidio
President/Managing Partner
Mark is a wealth advisor, Certified Fund Specialist®, and President of Egidio Lennon Wealth Management. He is also an Investment Adviser Representative of Commonwealth Financial Network®.
Mark's professional career began at Allmerica Financial – Connecticut as an associate from 1989 to 1999. The valuable nine years of retirement planning helped him realize how passionate he was about helping people retire with clarity and confidence. Now, more than 33 years later, as President and Managing Partner of Egidio Lennon Wealth Management, his goal remains to help pre- and post-retirees achieve a "Lifetime of Financial Security."
He has also qualified for Commonwealth’s prestigious Leader's Conference every consecutive year since 2006 and for its Chairman's Retreat since 2007. Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
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 past 23 years, he has presented more than 300 workshops on achieving financial security in retirement. He has gained the trust of his existing clients and now proudly serves many of his clients' children, families, and friends.
With more than 30 years of wealth management experience, Mark strives to create personalized solutions that will positively and significantly impact each of his client's 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 goals and risk profiles as well as create individually unique and tailored plans. They also closely monitor and evolve these foundations based on his clients' ever-changing financial needs and goals.
Mark is a resident of Madison, Connecticut, where he lives with his wife, Jennifer, their three children: Dante, Julianna, and Gabriella, and their three energetic Jack Russell terriers: Coco, Zoey, and Zeke. He enjoys playing basketball and tennis and spending time with family and friends.
Mark is proud to have been recognized as a Chairman’s Level advisor for 2021—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Marc Lennon
Managing Partner
Marc is a wealth advisor with Egidio Lennon Wealth Management. He is also an Investment Adviser Representative of Commonwealth Financial Network®.
Marc’s professional career began in 2008 when he was hired as a financial assistant at the firm. Working closely and being mentored early on by Mark Egidio allowed Marc to have a full understanding of the retirement planning process. It became clear that helping people retire and reach their financial goals was the career path he was passionate about. After 12 years, Marc was named managing partner of Egidio Lennon.
Marc is a CERTIFIED FINANCIAL PLANNER™ professional. As a CFP® practitioner, Marc provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. Marc develops a close understanding of his client’s needs in order to create a complete plan, which will help them 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 BS in finance from Central Connecticut State University. Marc enjoys an active lifestyle, which includes running. He has numerous marathons under his belt and has set an impressive goal to complete all six major marathons by 40. He lives in Southington, with his wife, Emily; their son, Nolan; and their Papillon, Fitzy.
Marc is proud to have been recognized as a Summit Club advisor for 2021—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
John Grosso
Wealth Advisor
John is a wealth advisor and Certified Fund Specialist® (CFS®) with Egidio Lennon Wealth Management. He is an Investment Adviser Representative of Commonwealth Financial Network®.
John’s professional career started in 1993 when he worked as a financial consultant with Merrill Lynch. Most recently, he was a financial advisor/operations manager in the Hartford office of Morgan Stanley. John has obtained a professional certification from the Connecticut Partnership for Long-Term Care Insurance.
Originally from Torrington, Connecticut, John now lives in Watertown with his partner, Catherine, and dog, Stella. He has a daughter, Allie, who lives in Connecticut.
Jessica Grillo
Wealth Advisor
Jessica is a wealth advisor with Egidio Lennon Wealth Management. She is also an Investment Adviser Representative of Commonwealth Financial Network®.
She joined Egidio Assante Wealth Management in June 2008 as an administrative assistant after graduating from the University of New Haven with a degree in finance. Throughout the years, she evolved into the director of client services and was the liaison for clients in their meetings with Mark Egidio to ensure their needs and concerns were thoroughly and promptly addressed.
Jessica’s role is focused now on retirement income planning and assisting educators in understanding their benefits within the Connecticut Teachers’ Retirement Board system. In addition, she assists the team with research, portfolio review, trades, account rebalancing, and ongoing portfolio maintenance.
She obtained her FINRA Series 7, 63, and 65 securities registrations. She is currently studying for her CERTIFIED FINANCIAL PLANNER™ certification.
Jessica loves to travel and was fortunate to grow up in beautiful places like Germany, Hawai'i, and Puerto Rico. In her spare time, she enjoys baking as well as spending time with her family and friends. Jessica lives in Wolcott with her husband, Justin, and their rescue pup, Luna.
Brittany Feller
Wealth Advisor
Brittany joined the Egidio Lennon team in February 2013. She has evolved over her time with the firm, becoming a valuable and key asset as the Director of Client Services and a Wealth Advisor to Mark Egidio and their clients. Brittany attended Southern Connecticut State University and graduated in May 2011 with three bachelor’s degrees, in elementary education, special education, and a liberal studies degree in sociology and psychology.
Brittany’s role at Egidio Lennon has included a wide variety of responsibilities including overseeing and developing client service procedures, ensuring Mark and his clients are prepared for meetings, providing prompt and concise follow-up for post-meeting actions, as well as ensuring sensitive portfolio details remain secure, accurate, and up to date. With Mark Egidio as her mentor over the years, her comprehensive knowledge of the business has allowed Brittany to evolve into an advisory role with Mark, in which she focuses on supporting clients through their retirement journey as well as educating and implementing various financial plans and strategies. She holds the FINRA Series 7 and 66 securities registrations as well as her life, accident, and health insurance licenses.
Her greatest pleasure comes from spending time with her loved ones, family, and friends, and her rescued pup, Elle. She also enjoys traveling, hiking, advocating for animal rights, and spending much of her spare time outdoors.
James Munro
Wealth Advisor
James joined the Egidio Lennon team in 2021 as a wealth advisor focused on financial planning and portfolio management. He is also an Investment Adviser Representative of Commonwealth Financial Network®. James graduated cum laude from Western Connecticut State University with a bachelor’s degree in financial accounting.
Over the past seven years, James has been building his individual wealth management practice. Initially working in insurance, he transitioned to wealth management at Morgan Stanley, where he earned a portfolio manager designation in 2020. James holds FINRA Series 7 and 66 securities registrations as well as his life, accident, and health insurance licenses. Along with a deep passion for helping his clients achieve their financial goals, James has extensive knowledge of alternative investments, such as private real estate and exchange funds. He takes pride in working with the individuals, families, and not-for-profit organizations that shape his community, helping them find their way through complex financial situations. James was raised in Madison and now lives in Branford with his fiancé, Lindsay. When not spending time with family, he can be found fishing on his boat or playing his guitar.
Meet Our Support Staff
Joanne Daley
Director of Communications
Office-203-439-0732 ext. 230
Direct Line-203-533-4968
Joanne is responsible for all marketing and public relations activities, as well as client appreciation events, community events, and workshops. She maintains all the marketing materials, websites, sponsorships, and advertising for the firm. Joanne attended Southern Connecticut State University and obtained a degree in psychology.
Joanne lives in Watertown, CT with her husband Tom. They have three grown daughters and two amazing grandsons. Joanne enjoys gardening, cooking and is an avid blood donor for The American Red Cross.
Joanne loves spending time with friends and family and her biggest accomplishment has been watching her girls become amazing adults.
Julia Milewski
Client Relationship Manager
Office-203-421-2121 ext. 300
Direct Line-203-490-2122
Julia is the Client Relationship Manager for Mark Egidio. After joining the team in May 2018 as an administrative assistant, she has evolved to a key member of Mark's team. She graduated from Southern Connecticut State University in 2011 with a bachelor’s degree in psychology and has previously worked in the social work field as well as in human resources. Julia lives in Wallingford, Connecticut and enjoys spending time with her family and friends. She is also an avid reader, has a fond passion for music, and is a keen advocate for the mental health community.
Nicole Grillo
Client Service Associate
Nicole is a Client Service Associate for Marc Lennon. She graduated from Western Connecticut State University in 2018 with a bachelor’s degree in English literature and a minor in journalism. Nicole has strong organizational and interpersonal skills and a background in customer service.
Nicole lives in Watertown, Connecticut. She enjoys reading, hiking, going to the beach, and most of all, spending time with family and friends.
Hyla Costello
Client Service Associate
Hyla joined the team in May of 2022 as Client Service Associate for Mark Egidio and the firm’s Wealth Advisor team. She graduated from Western Connecticut State University in 2018 with a bachelor’s degree in psychology. Hyla has previously worked in the Southington Elementary School System. Her experience has helped shape her into a positive, patient and empathetic individual. She strives to help others however she can.
Hyla lives in Southington, Connecticut and enjoys spending as much time as she can with family and friends. In her spare time, she enjoys reading, hiking, and all things outdoors.
Stephanie Sorice
Client Service Associate
Stephanie joined the team in May of 2022 as Client Service Associate for Mark Egidio and the firm’s Wealth Advisor team. She graduated from Southern Connecticut State University with a master's degree in special education. Over the last four years, Stephanie has worked as a public school teacher and is excited to apply her skills and compassionate nature with the clients.
Stephanie lives in Hamden, Connecticut with her husband Joseph, and dog, Harley. She enjoys spending time outdoors, at the beach, and visiting family on Long Island.
April Lunn
Client Service Associate
Office-203-439-0732 ext. 225
Direct Line-203-490-2141
April joined the team in March of 2023 as Client Service Associate for Marc Lennon. She graduated from Central Connecticut State University in 2016 with a bachelor’s degree in criminology and a minor in Sociology. April has previously lived in Alaska, working in the behavioral and mental health field giving her the skills to continue to be an understanding and compassionate person. She enjoys interacting and helping others in any way she can.
April lives in Meriden, Connecticut with her dog, Nova. In her free time, she likes to travel and explore new places with friends and family.
Meg MacGregor
Client Service Associate
Meg is a Client Service Associate on the Egidio Lennon Wealth Management Team. She graduated from the University of Rhode Island with a bachelor’s degree and has been working in the finance industry for more than 25 years. Meg lives in Madison, Connecticut with her husband, Scott, and enjoys running races, hiking, traveling, and spending time with family and friends.
Sally Novak Janin
Client Service Associate
Office-203-439-0732 ext. 269
Direct Line-203-580-8670
Sally is an administrative assistant to John Grosso. She has a bachelor’s degree in Slavic studies from Boston College and a JD from George Washington University. She stopped practicing law many years ago to spend more time with her family. She enjoys reading, writing about what she’s read, and playing golf. She lives in Middlebury, Connecticut with her two children, seven geckos, and more books than she actually has room for.
Elle (Ellie)
Office Greeter & Team Mascot
Elle (Ellie) started as an office greeter in January of 2020. She began primarily in the Madison office and now visits all locations. She was born in Tennessee in October of 2012 where she spent the first few months of her life with a foster family. She made her way up to Connecticut in January of 2013 where she was adopted by Brittany. A classic case of “ who rescued who”! Elle loves to hike off leash with Brittany where she can run and explore. She also enjoys playing frisbee and laying in the sun when she takes her naps. She is a smart, gentle, loving part of the ELWM family providing smiles and warm hellos to those who visit our firm.
