CTWM, UConn Developing Future Financial Planners

Connecticut Wealth Management is continuing efforts to create a more defined financial planning pathway in Connecticut.  

The firm recently completed a number of training sessions with students from the University of Connecticut’s School of Business as part of its wealth management cohort. 

More than 30 students packed a lecture hall in a recent session for an interactive discussion focused on how the planning process helps individuals think through financial decisions aligned with their long-term goals.   

CTWM advisors Patrick Sullivan and Sam DeBono introduced students to the firm’s approach to planning.  

They also demonstrated how technology can support a structured, yet flexible process. 

Building Momentum 

“Financial planning is about helping individuals understand their options and evaluate decisions in the context of their goals,” CTWM president and CEO Kevin Leahy said.  

CTWM announced the partnership with UConn in October—contributing $75,00 to create the experiential learning program over three years.  

“This cohort gives students the opportunity to see how that process comes to life in practice.”  

Open to undergraduate students of all majors and class levels, the cohort provides immersive exposure to financial planning, pairing academic knowledge with hands-on applications. 

The program also aims to build momentum toward establishing a formal wealth management minor at UConn.