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.

Egidio-and-Lennon

Meet Your Team

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Mark J. Egidio

President/Managing Partner

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Marc Lennon

Managing Partner

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John Grosso

Wealth Advisor

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Jessica Grillo

Wealth Advisor

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Brittany Feller

Wealth Advisor

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James Munro

Wealth Advisor

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Emily Normandin

Wealth Management Associate

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Joanne Daley

Director of Marketing

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Julia Milewski

Client Relationship Manager

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Lisa LeVasseur

Senior Client Service Associate

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Nicholas Mydlo

Chartered Financial Analyst & Client Service Associate

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Nicole Grillo

Client Service Associate

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Stephanie Schech

Client Service Associate

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April Lunn

Client Relationship Associate

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Meg MacGregor

Client Service Associate

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Sally Novak Janin

Client Service Associate

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Kade Huang-Savino

Finance Intern

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Emily Solomon

Finance Intern

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Elle

Office Greeter & Team Mascot

Meet Our Advisor Team

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Mark J. Egidio
President/Managing Partner

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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.

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Mark is proud to have been recognized as a Chairman’s Level advisor for 2022—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.

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Marc Lennon
Managing Partner

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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. Marc was fortunate to find a firm, mentor and career he loved early on which allowed him to grow and be named managing partner in 2020. Marc has a passion for helping people (especially teachers since he is married to one) and finds great joy in helping people achieve their goals.

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 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 spending time with family, traveling,and has a passion for running marathons. His greatest joy is creating memories with his son Nolan and his wife Emily. He lives in Southington, with his wife, Emily; their son, Nolan; and their dog, Fitzy.

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Marc is proud to have been recognized as a Presidents Club advisor for 2022—a distinction based on annual production that places him among the top 12 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 Presidents Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Presidents 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.

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John Grosso
Wealth Advisor

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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.

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Jessica Grillo
Wealth Advisor

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Jessica is a wealth advisor with Egidio Lennon Wealth Management. She is also an Investment Adviser Representative of Commonwealth Financial Network®.

She joined Egidio Lennon 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. Jessica lives in Wolcott with her husband, Justin, their beautiful daughter Camila, and their rescue pup, Luna. Jessica loves her new role as a mom, she enjoys baking and spending time with her family and friends.

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Brittany Feller
Wealth Advisor

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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.

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James Munro
Wealth Advisor

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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 eight 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 Killingworth with his wife Lindsay. When not spending time with family, he can be found fishing on his boat or playing his guitar.

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Emily Normandin
Wealth Management Associate

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Office-203-439-0732 ext. 240
Direct Line-203-698-5464

Emily is a Wealth Management Associate with Egidio Lennon Wealth Management focusing on supporting Marc Lennon's clients. Emily started her career working with teachers helping them set up their retirement plans before moving on to independent wealth management where she focused her time on retirement planning as well as building comprehensive financial plans. Having a few teachers in her life, she is excited to resume working with them.

Emily is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 63, 65, and Life Accident and Health FINRA licenses.

Emily graduated from Bently University with a bachelor's degree in corporate finance and accounting. Emily lives in West Hartford and enjoys spending time with family and friends.  

 

 

Meet Our Support Staff

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Joanne Daley
Director of Marketing

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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 amazing daughters and two precious grandsons.  Joanne enjoys gardening, cooking, and spending time with family and friends. 

 

 

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Julia Milewski
Client Relationship Manager

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Office-203-439-0732 ext. 300
Direct Line-203-490-2122

Julia joined the Egidio Lennon team in May of 2018 as a Client Service Associate and has evolved to leading the firm’s administrative team as our Client Relationship Manager with a focus on Mark Egidio and Brittany Feller’s clients. 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.

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Lisa LeVasseur
Senior Client Service Associate

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Office-203-439-0732 ext. 229
Direct Line-203-490-2154

Lisa joined our team in October of 2023 as a Senior Client Service Associate. She focuses on supporting Mark Egidio and Brittany Feller’s clients alongside Julia Milewski.

Lisa has an extensive background in the financial services industry and has played a key role in every aspect of the client service experience. She has an excellent working knowledge of client account processes, procedures, and onboarding of new clients, as well as maintaining and servicing accounts on an ongoing basis.

Lisa attended Post College and lives in Watertown with her partner Joe and has two adult sons. She enjoys reading, cooking, traveling, and spending time with family and friends.

 

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Nicholas Mydlo
Chartered Financial Analyst & Client Service Associate

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Nick joined our team in October 2023 as a Chartered Financial Analyst for the firm’s Wealth Advisor Team with an additional focus on client service for Mark Egidio and Brittany Feller’s clients. He graduated from Bentley University with a bachelor's degree, majoring in mathematics with a minor in finance and computer information systems.

Nick started his career as a portfolio management analyst at JP Morgan Asset Management within the Global Fixed Income, Currencies, and Commodities (GFICC) division where he focused on US rates, inflation, commodities, and volatility asset classes. After leaving JP Morgan, he spent just under five years as a Debt Capital Markets Origination banker at BMO Capital Markets where he helped corporate clients with debt advisory and capital markets execution. While at BMO he earned his CFA designation; The CFA Charter is a globally recognized designation that attests to success in a rigorous and comprehensive study program in the investment management and research industry and a commitment to ethical conduct.

After fielding investment and personal finance questions from friends and family for many years, Nick found that he had a passion for learning about and sharing financial planning knowledge. He looks forward to dedicating his time and effort to working with clients to develop and follow through on plans that help them live long, fulfilling lives with financial security. He obtained his FINRA Series 7 and 63 securities registrations. He is also currently studying for his CERTIFIED FINANCIAL PLANNER™ certification.

Nick is active in community service and after volunteering as an EMT, now spends weekends as a Patient Care volunteer at The Connecticut Hospice. He enjoys learning how to cook and play piano when he isn't spending quality time with friends and family.

 

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Nicole Grillo
Client Service Associate

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Office-203-439-0732 ext. 220
Direct Line-203-533-4969

Nicole is a Client Service Associate with Egidio Lennon Wealth Management focusing on supporting Marc Lennon and Jessica Grillo's clients. 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.

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Stephanie Schech
Client Service Associate

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Office-203-439-0732 ext. 235
Direct Line-203-514-7340

Stephanie joined the team in May of 2022 as Client Service Associate with a focus on James Munro’s clients.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.

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April Lunn
Client Service Associate

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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.

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Meg MacGregor
Client Service Associate

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Office-203-439-0732 ext. 232
Direct Line-203-490-2151

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.

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Sally Novak Janin
Client Service Associate

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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.

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Kade Huang-Savino
Finance Intern

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Office-203-439-0732

Kade is a Finance Intern with Egidio Lennon Wealth Management. He joined our team in May 2023. Kade is currently a Senior at Central Connecticut State University. He is pursuing a Bachelor's Degree in Finance.

Kade lives in Southington, Connecticut. He enjoys playing basketball, snowboarding, and going to the beach.

 

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Emily Solomon
Finance Intern

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Office-203-439-0732

Emily joined our team as a Finance Intern in July 2023. She is a highly motivated and detail-oriented student currently pursuing a Bachelor of Science in Finance at Quinnipiac University. She is expected to graduate in May 2024. Emily is committed to academic excellence and is eager to apply her understanding in financial analysis, market trends, and client relations. Emily desires to gain real-world experience and further develop her skills in the wealth management field.

Emily currently lives in Southington, Connecticut. In her free time, she enjoys baking, reading, and spending time with her two Dachshunds, Elsi and Minha.

 

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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.