Broker Check

Aegis Wealth Partners merged with National Financial Network in June of 2016.  Managing Partner, Brett Amendola, was excited to expand Aegis throughout the tri-state and President and CEO of NFN, Anthony T. Mazzei, Sr., saw the impact Aegis had made in the Connecticut community since Brett opened his doors in August of 2012.  The alignment with NFN's core values, a protection first philosophy and commitment to clients' well-being made the transition - acquisition, collaboration, partnership - seamless.  Together, we are growing by attracting and developing some of the most successful advisors in the industry. 


Leadership

Brett M. Amendola has successfully leveraged his more than two decades of experience at some of the world’s largest investment firms...

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Lauren is the Office Manager and Bookkeeper for our Connecticut offices. She has worked in the administrative/bookkeeping field for over 10 years. Lauren is responsible for the day to day operations and accounting functions for our...

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Ray brings over thirty years investment and financial experience to AEGIS. Over the course of his career, Ray has worked with institutional investors, investment management firms and individual investors. As Managing Director, Ray is...

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Dave has been in Financial Services for 20 years. He holds Series 7, 63, 65 & 26 licenses along with his life & health and property & casualty licenses. He works closely with individuals, families and business owners to help them...

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Associates

Chad comes to Aegis Wealth Partners with over 15 years of experience in the financial services industry. He holds his Series 6,63, Life and Health, and Property and Casualty licenses. Chad works closely with business owners and their...

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Josh has been in financial services for over 6 years, he has spent time with Principal and Charter Oak Insurance in Connecticut. Prior to joining the industry, he owned and operated a multi-generational Harley Davidson Dealership for...

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Steve brings over 15 years of Financial Planning, insurance and investment experience to Aegis Wealth Partners, an office of NFN. He helps his clients face one of the greatest difficulties so many struggle with which is getting...

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Leigh began her career in the financial services industry in August of 2003. Her father encouraged her to join the industry after she graduated from Fairfield University in Connecticut. After working and learning from her father she...

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Joseph Lombardi's passion for helping people protect what they have comes from his own life story. Having experienced firsthand the devastating effect that having no disability income insurance, life insurance or long term care had on...

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Sachin is a graduate of Nichols College with a bachelor's degree in Business Management and resides in Somers, CT. He joined Aegis Wealth Partners because he wanted to own a business and help others avoid financial distress. Prior to...

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Debra Raccio supports new business for Life New Business Underwriting at Aegis Wealth Partners. In this position Debra processes Life applications as well as coordinating with underwriting and field representatives from the point of...

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Chris has been in the financial services industry for Six years as a Financial Advisor and spent four years as an Associate at a real estate development firm. With our firm Chris is now able to help individuals, families, and...

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Kim Welch has over 25 years of experience in the insurance and financial services industry helping individual and business owner clients mitigate financial risks, create and sustain legacy assets and complete tax effective estate plans...

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Michael Rose

Financial Representative

Michael graduated from the University of Rhode Island with a degree in Finance. Through a family connection to our firm, Michael met with leadership team members and decided this was a fit for him based on the support and knowledge of...

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