Broker Check

Leadership

Jenny DeRosa Bergeron

LPL Financial Advisor

(860) 430-2637

(860) 430-2881

[email protected]

Jenny DeRosa Bergeron is the founding member of Athene Wealth Management. As a fee-only financial advisor h­er advice is not driven by commission tied to a product for sale.  Her advice is that of a fiduciary*, held to the highest standard, and by definition required to put your interests above her own.

Jenny specializes in pre- and post-retirement planning, education planning, employee retirement plans, and insurance strategies, providing holistic services that enable her clients to build wealth so they can make more choices in life with less uncertainty.

After graduating Phi Beta Kappa with her Bachelor’s degree from Trinity College in Hartford, Connecticut and spending years helping bus­inesses generate revenue through marketing plans, Jenny obtained her Series 7 and 66 securities licenses** as well as her health, accident, and long-term care insurance licenses. Her dedication to helping her clients work toward their financial goals and advance her firm is evident in her industry accolades and accomplishments. Jenny has won more than 10 awards spanning 18 years of dedication to client excellence and business development.

Jenny is ultimately driven by her genuine desire to find thoughtful, intelligent strategies to her client’s financial pursuits that help take the burden off their shoulders. Her comprehensive approach includes partnering clients with qualified estate attorneys and tax professionals as tax efficient strategies and proper wealth transfer techniques are of the utmost importance in a financial strategy.

Jenny lives with her husband, Gary, in Marlborough, Connecticut where they enjoy spending time with their family which together includes six children and nine grandchildren. Her favorite pastimes include going for walks, travel and learning about other cultures, attending musical theater, and supporting the arts. She is an active member of the community who serves as an Officer of the Board of Directors for the Connecticut River Valley Chamber of Commerce.

**In advisory relationships.

**Currently held with LPL Financial.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Linda Hernando

Office Manager & Executive Assistant

860-430-2637

860-430-2881

[email protected]

Linda comes to Athene Wealth Management, LLC after a successful partnership with Jenny at another firm. Linda manages the front office and acts as an Executive Assistant which includes, but is not limited to opening accounts, processing insurance applications and working with Jenny the assure the office is meeting compliance measures. Linda is truly essential to the business and her desire to go above and beyond for each client has been a hallmark to her success throughout the years.

Linda received her associate degree in business and accounting from Lincoln College of New England. A former employee Bank of America for five years, she won top 10 in the Overall Satisfaction client experience rating. Linda received three promotions from Teller to Relationship Banker. There she learned the importance of genuine client service and gained a passion for operational excellence. “I enjoy being challenged, I find a great satisfaction knowing I am doing the right thing helping and serving others”.

Linda grew up in and presently resides in Manchester Connecticut. She is family orientated and very close to her parents, two older brothers, three nieces and nephew. On her free time, she enjoys taking day trips with family and spending quality time with her Bernese Mountain dog, Nino.