John E. Celli
Vice President, Investment Portfolio Manager
With more than 26 years of experience in the banking and financial industry, John’s specialty is portfolio management. He joined The Wealth Group in 2009 and is responsible for managing client portfolios.
John is intricately involved in asset allocation strategies for the customer base. He previously held the position of Financial Specialist at Wachovia Bank and Financial Advisor for Ameriprise Financial. In addition, John holds several securities trading licenses including Financial Industry Regulatory Authority (FINRA) Series 7 and 66.
John is a member of the Danbury Chamber of Commerce and does volunteer work with the Newtown Scholarship Association.
