Thomas Morrone CFP®, CPA

Principal

I grew up in a family business and at an early age I learned the importance of hard work, exemplary 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.

In 1995, I could have never imagined that the small accounting firm that I founded could grow into a multi-generational family business focused on wealth management. The business and my role in it has evolved over time, and I continue to serve as the firm Principal of our office. My son, Paul, now leads the advisory team and financial planning efforts, supported by my 40 years of business experience and the invaluable business partners that we have established relationships with. As the business climate and industry has changed over time, we have continued to adapt to meet the changing needs of those that we serve. Clients appreciate the diligence and care we take to understand all facets of their financial lives. This enables us to coordinate the services of their entire advisory team to help meet their planning needs. 

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. 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 Paul, and hopefully someday my grandsons.

Education and Designations

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Certified Public Accountant (CPA)
  • Bachelor of Science in Accounting from University of New Haven

Affiliations

  • Member of the Financial Planning Association - FPA of CT Past President
  • Member of the American Institute Society of CPAs
  • Member of the Connecticut Society of CPAs
  • Member of the Porsche Club of America