Michael DeFilippo CFP®

Michelle DeFilippo

CFP®
Wealth Advisor
Get to Know Michelle…
Favorite part about working at Moneco:
The team culture – collaborative, supportive, and truly committed to helping each other succeed.
Favorite thing to do outside of work:
I enjoy home renovations, pilates, and spending time with friends and family.
What I enjoy most about what I do:
Empowering clients to gain confidence in their financial future

Favorites

Quotation: “You can’t compete with someone who’s having fun.” – Tiago Forte
Vacation Destination: San Antonio, TX
TV Show or Movie: The Office and Breaking Bad
Band or Music: Indie Rock
Sports Teams: Quinnipiac Bobcats and the Boston Celtics

Michelle is a dedicated Wealth Advisor at Moneco Advisors, working out of our Glastonbury, CT office. She brings experience guiding individuals and families toward their financial goals. She began her career in wealth management over 7 years ago as a Client Service Associate and Wealth Management Intern, progressing to Associate Financial Advisor and then Financial Advisor. In these roles, she partnered closely with clients to develop personalized financial plans, manage investments, and provide comprehensive guidance across retirement planning, risk management, and wealth transfer strategies. Known for her collaborative approach and commitment to client education, she helps clients make informed decisions with confidence.

Originally from Durham, Connecticut, and now based in Plainville, Michelle brings a lifelong passion for personal finance and wealth management to every client relationship. Her work is driven by a simple goal: to help people feel confident, informed, and empowered about their financial futures.

She takes a client-first, education-focused approach, ensuring that every recommendation is clearly understood and thoughtfully aligned with long-term goals. Michelle believes true success is built through perseverance, discipline, and a willingness to rise to any challenge.

Those values were shaped early on through her background in competitive gymnastics, which instilled mental resilience and a strong work ethic that continue to guide her today. Outside of work, Michelle remains connected to the sport as a gymnastics judge, staying rooted in the discipline that helped shape who she is—both personally and professionally.

Education & Certifications:
Quinnipiac University, BS, Finance. She received her Certified Financial Planning (CFP®) certification from the CFP Board in 2023.
“I’m passionate about helping individuals and families achieve clarity and confidence in their financial journey. Every client’s goals are unique, and I enjoy crafting strategies that support their long-term success.”

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