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portrait of Ann Pellegrini
FINANCIAL ADVISOR

Ann Pellegrini

CPWA®, CEPA®, ChSNC®, CRPC™
239 E Main Suite 1, Clinton, CT 06413opens in a new window
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About Ann

I invite you to have a conversation with me.

Very often, life events cause the need to reach out to a financial advisor – for example, a divorce, job change, home sale, chronic illness or loss of a family member. I focus on helping individuals plan in advance for these moments, and also help manage related financial aspects should they happen to you unexpectedly.

If your life also revolves around being a business owner, I will work with you and your key employees to address additional specific financial requirements. This may involve starting or improving an employee retirement plan to...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities
  • Divorce Finances

Work History

  • Edward JonesNovember 2014 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • ChSNC®

    CHSNCUSA

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of New HavenCertificate
  • Univ of New HavenMaster of Business Admin

Team Members

  • Bernadette Deamico
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(860) 664-5068

Fax

(888) 891-1271

Office Address

239 E Main Suite 1
Clinton, CT 06413opens in a new window

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