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.