Thomas Morrone CFP®, CPA

Principal

I grew up in a family business and at an early age I learned the importance of hard work, providing an elevated level of service and the value of relationships. After college and about 15 years of working for big companies, I had the entrepreneurial desire to utilize my knowledge and experience in financial matters to help people figure out the story behind their numbers.

Today, I am a Partner of U. S. Wealth Management and the Principal of the firm’s North Haven, CT office. My son Paul leads the financial planning efforts in North Haven supported by my 40 years of business experience and further supported by the balance of the U. S. Wealth Management team. Clients appreciate the deep understanding that we develop regarding all facets of their financial lives. This enables us to coordinate all of the professionals needed to support their needs. Consolidating fractured advice that clients may receive from multiple sources minimizes the possibility of something significant falling through the cracks.

When not working with clients, I enjoy spending time with my best friend and wife Cathy enjoying a glass of fine wine. We love spending time with our son Paul and daughter Kelly along with their wonderful spouses Jill and David. We enjoy the simplicity of taking our dog Buddy for a walk around the neighborhood. Being the head landscaper at Villa Morrone brings me relaxation and I enjoy kayaking around the Branford shoreline. I can also be found around the grounds of New Haven Country Club, chasing around little white balls with my son Paul and hopefully someday my grandson.

Education and Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Public Accountant
  • Bachelor of Science in Accounting from University of New Haven

Affiliations

  • Member of the U.S. Wealth Management Board of Directors
  • Member of the Financial Planning Association - Greater New Haven Chapter Board Member
  • Member of the American Institute Society of CPAs
  • Member of the Connecticut Society of CPAs

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Paul Morrone CFP®, CPA/PFS, MSA

Wealth Manager

Many people assume that I got into the wealth management business because of my father, Tom, who has served as a teacher and mentor to me since I was born. While this is partially true, it was not the only factor that attracted me to the industry. After a short stint in the insurance industry, I quickly realized that I’m not a good salesman and transitioned my focus to public accounting where I spent most of my early career. A couple of years later I was ready to make a move and now have the pleasure of working with individuals, families and small businesses who trust us to manage their financial future. Looking back, I’m fortunate to have such broad experience which I believe is a key to connecting with the network of complementing professionals that are often a part of a comprehensive advisory team. 

When I joined my father’s firm in 2011, I soon learned how special it is serve as a financial head coach and have continued to develop the firm into a holistic financial planning practice. Being more than just an ‘investment guy’ means that we are involved in all facets of your life and it is our privilege to help you create memories that last a lifetime. I’m passionate about this business and have since become a second-generation owner of the firm. This means I have a vested interest in working with you and your family for years to come.

I made the biggest (and best) decision in my personal life in 2015 when I married my wife Jill, who has the impossible task of trying to slow me down from time-to-time. She has been nurse at Yale New Haven Hospital for over a decade and is one of the hardest working and most passionate people I know. We are both blessed with an amazing network of family and friends that dominate most of our social calendar, a problem I am happy to have. Since we met, Jill and I have been avid travelers and are fortunate enough to have visited some of the most exciting and exotic places on earth. Picking a favorite is tough, although both of us have a special place in our heart for all the beauty, food and wine that Italy has to offer.

Our lives changed forever in September of 2018 when we welcomed our first child, Kyle Thomas Morrone, into our family. He has brought a joy to our lives that we never knew existed before and I look forward to sharing more about him as he continues to grow.

In my spare time, I like to spend weekends driving just about anything with a motor on the road or track. It’s also not uncommon to see me on the golf course, where I continue fight the endless battle against my handicap and always seem to come up short. On those rainy or snowy weekends I enjoy catching up on some of my favorite sports, including golf, Formula 1, UCONN Huskies Basketball and, of course, New York Giants football.

Education and Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Public Accountant
  • Personal Financial SpecialistTM
  • Master of Science in Accounting from the University of Connecticut School of Business
  • Bachelor of Science in Accounting from Bentley University
  • Notary Public

Affiliations

  • Member of the Financial Planning Association - Greater New Haven Chapter Board Member
  • Member of the American Institute of Certified Public Accountants
  • Member of the Connecticut Society of Certified Public Accountants
  • Member of the Porsche Club of America
  • Member of the BMW Car Club of America

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Tom Fletcher CFP®

Director of Investment Strategy

Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience includes investment and wealth planning for high net worth individuals and small businesses, as well as an extensive background in institutional equity trading.  As Director of Investment Strategy for USWM, Tom’s key responsibilities include identifying investment opportunities, determining strategic asset allocation, monitoring investment performance, and communicating investment theses to the firm's advisors.

Throughout his career he has held various leadership positions. Prior to joining U.S. Wealth in 2013, Tom spent 23 years as an institutional equity trader for the Fidelity Investments asset management complex of over 250 funds. During that period, Tom was the head trader for many well-known, multi-billion dollar Fidelity mutual funds including Magellan, Equity Income, Low Priced Stock Fund, Fidelity Fund, and the Midcap Stock Fund. He also spent many years as the trading sector specialist in the technology, media and telecom sector. While at Fidelity, he was an integral part of the investment process and collaborated extensively with portfolio managers and analysts, and was responsible for providing profitable trading ideas and implementing successful trading strategies.

Tom also spent three years in institutional sales trading covering large Boston asset managers as an Associate Director at Macquarie Capital, and as a Vice President at Piper Jaffray. At both firms he provided trading expertise and worked closely with a global research team to generate profitable investment ideas for his clients.

Tom’s education includes a Bachelor of Arts at Gordon College and Boston University’s Center for Professional Education Financial Planning Program.  Tom is a CERTIFIED FINANCIAL PLANNER™

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