Evan Adelglass – Principal
Evan Adelglass started Adelglass Wealth Management in 2005. He has twenty years of experience in the financial industry. His education credentials include an M.B.A. in Finance from Fordham University and an undergraduate degree in Computer Science and Math from New York University.
He holds the Series 7, 24, 63 and 65 registrations with LPL Financial.
Donna Adelglass – Insurance Advisor
Donna joined Adelglass Wealth Management in 2013. She has a CT Life/Health Insurance License. With a background in computer systems she will be concentrating on expanding the insurance end of the business. She has a B.B.A. degree in Marketing/Management from Baruch College.
Active in the community, Donna has been a member of the Westport Young Woman’s League for seven years and has also been a volunteer in her son’s boy scout troop. She has three children and enjoys gardening, hiking and travel.
Insurance products offered through LPL Financial or its licensed affiliates.
Carrie Rizzo – Client Services Associate
Carrie joined Adelglass Wealth Management in 2006. She manages the day-to-day operations of our firm and provides superior administrative support to all of our clients. Carrie has an extensive background in banking and customer service. She is a valley native, married to John they have two sons and make their home in Shelton CT.
Jeffrey joined Adelglass Wealth Management in June of 2019. He has a CT Life/Health Insurance license and is currently working towards attaining his Series 7 and 66 licenses. Jeffrey graduated from The University of Connecticut in May of 2019 with a major in Economics and a minor in Digital Marketing and Analytics.
At a young age, Jeffrey was very interested in nature and helping his community through service. After putting in over a dozen years in Cub scouts and Boy scouts he was recognized by Troop 100 as an Eagle Scout in 2015. He also enjoys playing billiards, traveling, and exercising.