Mark J. Egidio
MARK J. EGIDIO is a financial consultant, certified fund specialist, and president of Egidio Assante Wealth Management, LLC. 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 9 years of retirement planning helped him realize how passionate he was about helping people retire with clarity and confidence. His consistent goal was to help these retirees achieve a "lifetime of financial security." After this step, Mark embarked on a new path: starting an independent financial firm, Egidio Financial and Associates, with his two partners. In 2009, he decided to merge with Anthony Assante and evolved into a more comprehensive planning firm. The business name was changed to reflect that and it became known as Egidio Assante Wealth Management.
He has also qualified for Commonwealth’s prestigious Leaders Conference every consecutive year since 2006 and for its Chairman's Retreat since its inception in 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 last 18 years of his 27 year financial planning career, he has presented over 300 workshops on achieving financial security in retirement. He has gained the trust of his existing clients and now proudly serves many of his client’s children, families and friends.
With over 27 years of wealth management experience, Mark strives to create personalized solutions that will positively and significantly impact each of his clients' 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 goal and risk profiles as well as create individually unique and tailored plans. They also closely monitor and evolve these foundations based on his client’s 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, tennis, and spending time with family and friends.
Mark Egidio is proud to have been recognized as a Chairman's Level advisor for 2017—a distinction based on annual production attained by just over 3 percent of advisors affiliated with Commonwealth Financial Network.
Anthony F. Assante
Anthony has been a consultant in the financial services industry since 1993. He earned his MBA from the University of Hartford with a focus in international business. During that time, he traveled throughout the Pacific Rim and Australia as part of his graduate studies and developed an appreciation for the emerging economies.
After 15 years of consulting with each other about financial services industry issues, Anthony and Mark Egidio formed Egidio Assante Wealth Management, LLC. In April 2009, Anthony was named managing partner of the firm. He is an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
An active member in the community, Anthony has been a corporate sponsor for numerous philanthropies including World Affairs Council, Connecticut Radio Information Systems (CRIS), Eastern Connecticut Health Network (ECHN), Friends of Gillette Castle, and Middlesex Hospital Cancer Center. He served five years as chairman of the East Haddam Economic Development Commission and six years as co-chairman of the legislative committee for the Middlesex County Chamber of Commerce, the largest chamber in the state of Connecticut. Anthony served as chairman of the board for the Middlesex County Chamber of Commerce from June 2009 to May 2010 and is still very active. Anthony chairs the executive compensation committee for the Middlesex County Chamber and oversees the investment committee for the Northern Middlesex YMCA.
Anthony Assante is proud to have been recognized as a President's Club advisor for 2016—a distinction based on annual production attained by 16 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 President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's 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.
Marc is a financial consultant with Egidio Assante Wealth Management, LLC. He is also an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
Marc’s commitment to financial services is evidenced by his having completed rigorous program requirements, certifications, and continuing education. He obtained his FINRA Series 7 General Securities registration; FINRA Series 66 Uniform Combined State Law registration; and life, accident, and health insurance licenses. Also, as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Marc provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct.
As a wealth advisor, Marc develops a close understanding of his clients' needs in order to create a complete plan, which will allow them to reach their personal short- and long-term goals as they move confidently into the 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, and has just completed his eight marathon. He and his wife, Emily, reside in Southington, Connecticut.
John is a financial consultant and Certified Fund Specialist® (CFS®) with Egidio Assante Wealth Management, LLC. 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 with his partner, Catherine, in Watertown. He has a daughter, Allie, who currently resides in Connecticut.
Jessica is a wealth management consultant with Egidio Assante Wealth Management, LLC. She is also an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
She joined Egidio Assante Wealth Management, LLC, in June 2008 as an administrative assistant after graduating from the University of New Haven with a degree in finance. Throughout the years, she then evolved to 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 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.
Paul is a financial consultant with Egidio Assante Wealth Management, LLC. Paul is also an Investment Adviser Representative of Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
While a senior associate with Allmerica Financial in Connecticut from 1992 through 1999, Paul received numerous awards for quality service and commitment to his clients. Paul left in 1999 to start an independent financial firm with his partners.
Paul's fields of specialty are retirement and estate planning, long-term care, and investments. He is securities registered in Connecticut, New York, Massachusetts, Florida, and Virginia, in addition to several other states throughout the country.
Paul currently resides in Farmington, Connecticut, with his wife, Joanne, and their family.
Mike brings a wealth of real-world, practical business, and investment experience to Egidio Assante Wealth Management, LLC. Prior to joining Egidio Assante, Mike was an owner and principal of a marketing communications agency, which he helped grow into the largest in Connecticut prior to its sale in 2008. Some of Mike’s management responsibilities at the agency included establishing the company’s retirement programs, including its 401(k) plan, while providing hands-on investment management for the company’s profit-sharing plan. Additionally, he directed and managed the company’s overall employee benefit program.
Mike has been an active lifelong investor with a great passion for investments and planning. He obtained his FINRA Series 7 and Series 66 securities registrations and is a Registered Representative of Commonwealth Financial Network®. He is an Accredited Investment Fiduciary® (AIF®) designee and has completed the Personal Financial Planning certificate program at Manchester Community College.
Mike has been involved in a variety of community activities and is a past chairman of the Travelers Championship (formerly Greater Hartford Open), the region’s PGA Tour golf tournament and the largest sporting event in Connecticut. He remains actively involved with the tournament and currently serves on the Connecticut Community Foundation board, which oversees the event.
Mike has a BS in business administration from the University of Connecticut and an MBA from St. Mary’s University in San Antonio, Texas.