FAIRFIELD, Conn. – Moneco Advisors, Registered Investment Adviser with offices in Fairfield, New Canaan, Hamden/Wallingford and Glastonbury, Connecticut; The Berkshires, Massachusetts; and Bergen County, New Jersey, is pleased to announce they have promoted Christopher Levene from Senior Client Relationship Manager to Associate Advisor, located in their Fairfield, CT advisory office. The firm is dedicated to creating an environment of growth and personal development for its team members.
“We’re excited for the new opportunities this promotion creates for our clients, and for our advisory teams who serve them,” said Charlie Rocco, JD/MBA, CFP®, CIMA® and Managing Partner at Moneco Advisors. “We look forward to watching Chris grow within this new position to build upon his five years thus far with the firm, going from intern to Associate Advisor. In today’s complex financial world, it is our belief that to effectively meet the evolving needs of clients across all ages, a firm must have the right team in place that has the depth and breadth to execute and to exceed our clients’ expectations.”
Chris, who is an active member of the Fairfield Emerging Leaders Organization (FELO) via the Fairfield Chamber of Commerce, says: “I am deeply grateful for this opportunity to advance to Associate Advisor. This career growth is testament to the coaching and support I’ve received from the team here at Moneco . I am excited to bring fresh perspectives and a dedicated approach to our client relationships, working collaboratively to help them navigate their financial lives with confidence.”
Moneco was established in 1980 to bring a wealth of knowledge to its clients throughout the United States. We invite you to learn more about the team at monecoadvisors.com and to experience our community and resources on LinkedIn, Facebook and X (formerly Twitter).
About Moneco Advisors, LLC
Established in 1980, Moneco Advisors was founded with a vision to redefine client relationships in wealth management. The firm’s professionals are experienced financial guides creating financial plans for life. And as a multi-generational team, Moneco is committed to serving clients from the heart, providing planning foundations that elevate clients’ financial lives from one milestone to the next.
The Moneco team of advisors, client service professionals, and operations staff span various career stages, ensuring a rich pool of experience, knowledge and perspectives to benefit our clients. This dynamic ensures continuity and innovation for the decades to come, thoughtfully designed to serve individual as well as families/generational wealth and small business households.
Moneco is an independent RIA that is advisor- and partner-owned with practice locations in Fairfield, Glastonbury, Hamden/Wallingford and New Canaan, CT; Pittsfield, MA; and Woodcliff Lake, NJ. With 13 CERTIFIED FINANCIAL PLANNER® professionals, two advisors with their juris doctorate, four MBAs, and two Accredited Investment Fiduciaries® at the firm, the team at Moneco is committed to sharing their wealth of knowledge to help create long-lasting solutions for their clients.
Media Contact
Deirdre M. Childs
Director of Marketing
Moneco Advisors
2150 Post Road Suite 201
Fairfield CT, 06824
Phone: 203.319-3550
Deirdre.childs@monecoadvisors.com