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.
A 2019 Five-Star Wealth Manager Award Recipient*, Jenny specializes in pre- and post-retirement planning, education planning, employee retirement plans, and insurance strategies. She takes an all-encompassing approach that combined with her investment management and financial planning includes helping clients build a financial team for tax efficient wealth management and thoughtful estate planning. Jenny wants her clients to be prepared to make more choices in life with less uncertainty.
A Phi Beta Kappa and honors graduate from Trinity College in Hartford, Connecticut, 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 throughout her professional life. Jenny has won more than 11 awards celebrating her dedication to client excellence and business development.
Jenny lives with her husband, Gary, in Marlborough, Connecticut where they enjoy spending time with their family which together includes six children and ten 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.
*This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or place on the final list of 2019 Five Star Wealth Managers.
**In advisory relationships.
**Currently held with LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.