Chip Olson, Cfp®
AeroLeads people directory · profile

Chip Olson, Cfp® Email & Phone Number

Partner at Connecticut Wealth Management - Helping individuals and families realize their goals and dreams. at Connecticut Wealth Management, LLC
Location: United States 10 work roles 2 schools
1 work email found @ctwealthmgmt.com 3 phones found area 860 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email c****@ctwealthmgmt.com
Direct phone (860) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Connecticut Wealth Management, LLC
Role
Partner at Connecticut Wealth Management - Helping individuals and families realize their goals and dreams.
Location
United States
Company size
35 employees

Who is Chip Olson, Cfp®? Overview

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Quick answer

Chip Olson, Cfp® is listed as Partner at Connecticut Wealth Management - Helping individuals and families realize their goals and dreams. at Connecticut Wealth Management, LLC, a with 35 employees, based in United States. AeroLeads shows a work email signal at ctwealthmgmt.com, phone signal with area code 860, and a matched LinkedIn profile for Chip Olson, Cfp®.

Chip Olson, Cfp® previously worked as Partner at Connecticut Wealth Management, Llc and SVP, Senior Wealth Advisor at Wilmington Trust, N.A.. Chip Olson, Cfp® holds Mba, Finance from Nyu Stern School Of Business.

Company email context

Email format at Connecticut Wealth Management, LLC

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*@ctwealthmgmt.com
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AeroLeads found 1 current-domain work email signal for Chip Olson, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Chip Olson, Cfp®

Compassionate, earnest, and dedicated relationship driven executive interested in helping high net worth individuals, businesses and nonprofits solve their financial needs. With more than 35 years experience in the financial services industry, I bring a wealth of knowledge and expertise to each client relationship. Acting as a concierge to the financial services industry, I work closely with each client to develop customized solutions that meet their goals and objectives.

Listed skills include Investments, Mutual Funds, Financial Services, Insurance, and 21 others.

Current workplace

Chip Olson, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Connecticut Wealth Management, LLC
Connecticut Wealth Management, Llc
Partner at Connecticut Wealth Management - Helping individuals and families realize their goals and dreams.
farmington, connecticut, united states
Website
ctwealthmgmt.com
Employees
35
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Company profile
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10 roles · 43 years

Chip Olson, Cfp® work experience

A career timeline built from the work history available for this profile.

Svp, Senior Wealth Advisor

Wilmington Trust, N.A.

Hartford, Connecticut, United States

Apr 2022 - May 2023

Svp, Senior Wealth Advisor

People'S United Advisors, Inc.
Mar 2018 - May 2023

Svp, Senior Wealth Advisor

Peoples Wealth Management Llc

Hartford, Ct

Driven to help high net worth individuals, nonprofit organizations and institutions achieve their goals and objectives. A strong background in financial planning and investment management help to provide each client with a customized approach towards managing their financial affairs. Exceptional written and verbal skills and a love of the business make it easy to build long standing, sustainable client relationships!

Mar 2014 - May 2023

Senior Vice President, Relationship Management

Webster Private Bank

Hartford, Connecticut Area

Provided sophisticated planning, investment management, premium banking and customized lending solutions to high net worth individuals, families, businesses and nonprofit organizations.

2007 - Mar 2014

Senior Vice President, Relationship Management

Bank Of America

Hartford, Connecticut Area

Developed relationships with high net worth individuals and nonprofit organizations.

2006 - 2007 ~1 yr

Senior Vice President

Webster Financial Advisors

Director of sales, service and administration.

2004 - 2006 ~2 yrs

President, Phoenix Charter Oak Trust Company

The Phoenix Companies

Hartford, Connecticut Area

Expanded investment management, sales, service, administration and marketing for start up Trust Company. Coordinated divestiture of business to Webster Bank.

1997 - 2004 ~7 yrs

Vice President, Trust & Investments

U.S. Trust

New York, Ny

1984 - 1990 ~6 yrs
Team & coworkers

Colleagues at Connecticut Wealth Management, LLC

Other employees you can reach at ctwealthmgmt.com. View company contacts for 35 employees →

RP Richard Persechino, Cfp® Richard Persechino, Cfp® Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → LD Lauren Dellafera Lauren Dellafera Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → NG Nicholas Good Nicholas Good Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → CB Cynthia B. Cynthia B. Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → MF Michael Fernandes, Cfp® Michael Fernandes, Cfp® Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → AR Alex Romejko Alex Romejko Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → JK Joey Koontz Joey Koontz Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → SG Sean Gannon, Mba Sean Gannon, Mba Colleague at Connecticut Wealth Management, LlcGreater Hartford, United States View → KJ Kimberly J. Lockwood Kimberly J. Lockwood Colleague at Connecticut Wealth Management, LlcFarmington, Connecticut, United States View → KM Kathleen M. Christensen, Cpa/Pfs, Cdfa® Kathleen M. Christensen, Cpa/Pfs, Cdfa® Colleague at Connecticut Wealth Management, LlcFarmington, Connecticut, United States View →
2 education records

Chip Olson, Cfp® education

FAQ

Frequently asked questions about Chip Olson, Cfp®

Quick answers generated from the profile data available on this page.

What company does Chip Olson, Cfp® work for?

Chip Olson, Cfp® works for Connecticut Wealth Management, LLC.

What is Chip Olson, Cfp®'s role at Connecticut Wealth Management, LLC?

Chip Olson, Cfp® is listed as Partner at Connecticut Wealth Management - Helping individuals and families realize their goals and dreams. at Connecticut Wealth Management, LLC.

What is Chip Olson, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ctwealthmgmt.com for Chip Olson, Cfp® at Connecticut Wealth Management, LLC.

What is Chip Olson, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 860 for Chip Olson, Cfp® at Connecticut Wealth Management, LLC.

Where is Chip Olson, Cfp® based?

Chip Olson, Cfp® is based in United States while working with Connecticut Wealth Management, LLC.

What companies has Chip Olson, Cfp® worked for?

Chip Olson, Cfp® has worked for Connecticut Wealth Management, Llc, Wilmington Trust, N.A., People'S United Advisors, Inc., Peoples Wealth Management Llc, and Webster Private Bank.

Who are Chip Olson, Cfp®'s colleagues at Connecticut Wealth Management, LLC?

Chip Olson, Cfp®'s colleagues at Connecticut Wealth Management, LLC include Richard Persechino, Cfp®, Lauren Dellafera, Nicholas Good, Cynthia B., and Michael Fernandes, Cfp®.

How can I contact Chip Olson, Cfp®?

You can use AeroLeads to view verified contact signals for Chip Olson, Cfp® at Connecticut Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Chip Olson, Cfp® attend?

Chip Olson, Cfp® holds Mba, Finance from Nyu Stern School Of Business.

What skills is Chip Olson, Cfp® known for?

Chip Olson, Cfp® is listed with skills including Investments, Mutual Funds, Financial Services, Insurance, Relationship Management, Asset Management, Portfolio Management, and Series 63.

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