Promotion at Connecticut Wealth Management

Connecticut Wealth Management (“CTWM”), a Farmington-based Registered Investment Advisor, has announced today that Kailee M. Ostroski has been promoted to Financial Advisor. In her new role, Kailee will develop financial plans for clients, as well as manage and mentor associate advisors. Kailee will also be responsible for overseeing the client services team to ensure consistent service is delivered.

“Kailee’s remarkable ability to build strong relationships with our clients and team members is invaluable. She is exceptional and understands their needs. We look forward to seeing her grow in her new role.” said CEO Kevin C. Leahy.

Kailee joined CTWM in 2016 as an Associate Financial Advisor and, in addition to excelling in her stated responsibilities, she has been instrumental in developing efficient processes and procedures within the teams to ensure the consistent delivery of services. Prior to joining Connecticut Wealth Management, she taught Social Studies at Simsbury High School in Simsbury, CT.

“Becoming a part of the CTWM team in 2016 was a dream come true. Waking up in the morning and being excited to go to work every day is a blessing, and I'm grateful for all the opportunities to learn from and grow with this extraordinary team,” said Ostroski. “I'm looking forward to my continued career and growth at CTWM and helping clients achieve their financial goals and dreams.”

In addition to her role as Financial Advisor, Kailee volunteers in the CTWM Community Outreach program that supports organizations such as Habitat for Humanity, The Bridge and Hartford Youth Scholars.

Kailee is also the founder and president of the Backyard Theater Ensemble, a collaboration of artists devoting their time, experience, and resources to produce theater that inspires, challenges and entertains. She is also a competitive ballroom dancer on the national stage.

About Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC is a Registered Investment Advisor offering financial planning and asset management to individuals across Connecticut and nationwide. At Connecticut Wealth Management, we take pride in our independent business model that aligns our interests with those of our clients. Our primary goal is to provide thorough, unbiased financial planning that leads to suitable strategies and solutions for our clients. Our firm employs a collaborative team approach to wealth management, and our advisors form genuine partnerships with our clients built on trust and understanding. For more information about Connecticut Wealth Management, LLC, please visit our website www.CTWealthMgmt.com.