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Thomas P. Morrone - Principal
Tom Morrone graduated from the University of New Haven in 1980 with a Bachelor of Science Degree in Accounting. He has earned the designations of CFP® (Certified Financial Planner practitioner) and CPA (Certified Public Accountant). He has earned the life and health insurance industry designation of a FLMI, (Fellow, Life Management Institute). Tom is a registered representative of Lincoln Financial Securities with and has successfully complete the FINRA sponsored Series 7 (General Securities), Series 24 (General Securities Principal), and Series 66 (Uniform Combined State Exam) examinations and is insurance licensed with the State of Connecticut Insurance Department.
He has been with the U.S. Wealth Management organization since 2000 and is a founding member of the CT Leaders Round Table. This group meets regularly to share ideas and current issues in their businesses so that all may benefit. The members of the Round Table implement ideas derived from these group sessions so they can service their clients to a higher degree of efficiency and professionalism. Tom takes a meticulous approach to his work, always considering tax ramifications as he consults with his clients on financial recommendations. He is a member of the Financial Planning Association, American Institute and Connecticut Society of CPA`s and the National Society of Tax Professionals. He is also an Investment Advisor Representative of US Financial Advisors, LLC.
Tom is married and resides in North Haven with his wife Cathy, and their two children, Paul and Kelly. When not working with clients, Tom enjoys time at the beach with his wife Cathy or chasing the little white golf ball around the golf course.
Joan Sullivan - Office Manager
Joan earned her Associates Degree in Science from South Central Community College (now Gateway Community College) and then went on to become a Certified Dental Assistant. She has been with the firm since May 1996 and is an integral part of the success and management of the business. Joan deals with all clients in a personalized and highly professional manner both on the phone and in the office. She is always available to answer your questions and assist with solving any problems you may have.
She enjoys baking holiday and "special occasion" desserts. She loves to relax with friends and family by the seashore. Joan and her husband Paul, live in North Haven and have three adult children. They currently are blessed with a granddaughter.
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©2010 Thomas P. Morrone, CFP®, CPA. All rights reserved.
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