Broker Check

Leadership

Jenny DeRosa Bergeron

LPL Financial Advisor and Founding Member

(860) 430-2637

(860) 430-2881

jenny@athenewealth.com

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 on 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.