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Around The Office - February 2020

| February 24, 2020
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The Next Generation

At Moneco Advisors we are a multigenerational business, and we are fortunate to have families who have been our clients for several generations. In fact, we are proud to say that many of our youngest clients are the grandchildren of the firm’s original clients. Why are we proud of this fact? Because it shows that we have been able to successfully transfer wealth across three generations; from the baby boomers to generation x and now to the millennials. With careful planning your wealth doesn’t just have to pass on to the next generation, but instead can help you shape a legacy and open doors for your children, grandchildren or even a charitable endeavor that you are passionate about?

This February, we want to take time to highlight the importance of wealth transfer planning, and are making it easier than ever for our clients to review their plan. All of our articles, blog posts, and events will be centered on helping our clients leave a legacy that will span generations (just like at Moneco Advisors!).

Estate Planning Grab ‘N Go

Stop by Colony Grill in downtown Fairfield on March 11th for our first Grab ‘N Go event of the year. Come by, drop of your estate planning documents, and grab a pizza to go! We have partnered with a local law practice, Russo & Rizio, LLC, to review your estate planning documents. After we review, we will reach back out with any suggestions that we may have. We will be at Colony from 5:00pm to 7:00pm so feel free to stop by and drop of your documents or come with questions if you are just looking for a place to start your estate plan. Click here to register.

 

Our Spring Interns Have Arrived!

Please join us in Ryan Lo, Brendan Callow & Brian Kelly…Team Fairfield University…

Ryan Lo – Wealth Management Intern

Ryan Lo is currently attending Fairfield University where he is majoring in both Finance and Computer Science with a minor in Mathematics. Ryan joined the team in fall of 2019 where he worked as a strategic marketing intern and we are excited to have him back for another semester. Ever since his parents gifted him a Wall Street Journal subscription in 2015, Ryan has been drawn to the industry. He is excited to use his knowledge of computers and technology to help our clients adjust to the ever changing technological environment.

Brendan Callow – Wealth Management Intern

Brendan currently attends Fairfield University where he studies Accounting and Economics. He is incredibly active on campus, as he serves as President of the Honors Student Leadership Board where he is responsible for ensuring the satisfaction of all students enrolled in the Honors Program at Fairfield. Aside from occupying this position, Brendan demonstrates his profound interest in Finance and Economics through the publication of his weekly newsletter, which he distributes to both the student body of Fairfield, as well as alumni currently working in the financial services industry. Brendan is from Stony Brook, New York where he serves as a Eucharistic Minister at his local parish. When not studying or participating in extracurricular activities on campus, Brendan enjoys reading history, with a particular emphasis on the early 20th century.

 

Brain Kelly – Wealth Management Intern

Brian Kelly, a sophomore at Fairfield University and joined Moneco during the 2020 spring semester. He is a considerate and hardworking individual that has a strong passion for helping others and the financial world. He looks forward to assisting the MONECO team with providing excellent customer service to assist in pursuing our client’s financial goals. 

Brian is an avid baseball fan and helped the Fairfield Club Baseball team win the New England Championship last Fall. His home is in Summit, NJ with Seton Hall Prep his high school alma mater.

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This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.

 

 

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