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About
Zachary Bylykbashi, CFP®, is a Financial Advisor at Connecticut Wealth Management, LLC, where he provides comprehensive financial planning and investment advisory services to individual clients and families. Since joining CTWM in 2022, he has focused on delivering exceptional client service and customized strategies, emphasizing public and private market investments as well as retirement planning solutions. His role involves portfolio construction, asset allocation, and ongoing financial analysis to help clients achieve their long-term financial goals.
Prior to his current position, Zachary served as a Wealth Advisor at Egidio Assante Lennon Wealth Management, LLC, where he developed expertise in wealth management for high-net-worth individuals. He also brings coaching and leadership experience from his ongoing role as Assistant Wrestling Coach at Wesleyan University since 2019, which demonstrates strong mentoring and interpersonal abilities. His background gives him a wide perspective on strategic planning, paired with a strong client focus.
Zachary holds a bachelor's degree in Business Administration and Management with a concentration in Politics—American Government from Washington & Lee University. He is a CERTIFIED FINANCIAL PLANNER™ professional, which highlights his expertise in financial planning, investment strategies, and regulatory compliance. His commitment to professional excellence is reflected by his industry credentials and his dedication to serving the Connecticut community through tailored investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Connecticut Wealth Management, LLC | Analyst | Jul 2022 to Present | — |
| Wesleyan University | Assistant Wrestling Coach | Nov 2019 to Present | — |
| Egidio Assante Lennon Wealth Management, LLC | Wealth Advisor | Jul 2019 to Jun 2022 | — |
| Morgan Stanley | Wealth Management Intern | Jun 2018 to Aug 2018 | — |
| Egidio Assante Wealth Management, LLC | Intern | Jun 2017 to Aug 2017 | — |
Education
Washington and Lee University
Bachelor's degree, Business Administration and Management, General and Politics - American Government
2015 — 2019
Southington High School
2011 — 2015
Others at Connecticut Wealth Management, LLC (19)
| Name | Role | Location |
|---|---|---|
| Partner | United States | |
| Partner | Farmington, CT , United States | |
J Jarrett Solomon | Partner | West Hartford, CT , United States |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Farmington, CT , United States | |
| Partner | Hartford, CT , United States | |
| Partner | Farmington, CT , United States | |
W Walker Lohrey | Analyst | Farmington, CT , United States |
| Analyst | Hartford, CT , United States |
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