Mark is a wealth advisor 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 Egidio is proud to have been recognized as a Chairman’s Level advisor for 2023—a distinction based on annual production that places him among the top 3 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 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.