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®, 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 nine years of retirement planning helped him realize how passionate he was about helping people retire with clarity and confidence. Now, over 30 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 22 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 resides 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 J. Egidio 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 is a wealth advisor with Egidio Lennon Wealth Management. He is also an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
Marc’s professional career commenced 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 6 major marathons by 40. He resides in Southington, with his wife, Emily; their son, Nolan; and their Papillon, Fitzy.
Marc Lennon 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 is a wealth advisor and Certified Fund Specialist® (CFS®) with Egidio Lennon Wealth Management. He is an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
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 resides in Watertown with his partner, Catherine, and dog, Stella. He has a daughter, Allie, who resides in Connecticut.
Jessica is a wealth advisor with Egidio Lennon Wealth Management. She is also an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
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 to 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 has 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 General Securities, FINRA Series 63 Uniform Securities Agent State Law, and FINRA Series 65 Uniform Investment Adviser Law 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 resides in Wolcott with her husband Justin and their rescue pup Luna.
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 ELWM 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.
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.
“When people go to work, they shouldn't have to leave their hearts at home.” — Betty Bender
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®, a Registered Investment Advisor and member of FINRA/SIPC. 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 resides in Branford with his fiancé Lindsay. When not spending time with family, he can be found fishing on his boat or playing his guitar.