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August 21, 2023 / 2023 40 Under 40 Award Honorees

2023 40 Under Forty: Emily Wood

Age: 32 Company: Connecticut Wealth Management LLC Title: Partner & Chief Client Officer No. of years with current company: 5 Town where I live: New Hartford Town where I work: Farmington College: Hollins University Highest degree: Bachelor’s degree in gender and women’s studies and international studies
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Emily Wood is partner and chief client officer for Connecticut Wealth Management, a wealth management and financial planning firm. Wood oversees existing and emerging client services, ensuring that clients have an exceptional experience throughout every aspect of their financial lives.

She oversees the advisory team, helping to remove barriers so that they can focus their attention on advising clients while bridging the gap between leadership and the broader team.

Click here to return to HBJ's 2023 40 Under Forty Award Honorees

What’s been your biggest professional accomplishment so far in your career?

The transformational impact of focusing on people and their success is my greatest passion. As a partner, I guide the overall strategic vision, and execute on the firm’s mission to ‘turn life’s aspirations into reality for clients and team’ through creativity and innovation.

How are you involved in the community?

I serve on the board of Advancing Connecticut Together and Simsbury Meadow Performing Arts Center. I am president of the Connecticut Association of Human Services and I volunteer with the organization’s Connecticut Money School, providing free financial coaching to those in need. I’m also involved with our company’s charitable efforts.

What do you like to do outside of work?

In my free time, you can find me enjoying the outdoors and the arts, learning to play golf and spending time with loved ones. I take pride in noticing and appreciating the simple pleasures of life, like a great conversation, a delicious meal and a good laugh.

Why do you deserve to be a 40 Under Forty?

• Was named the youngest partner in Connecticut Wealth Management’s history.

• Helped to double the size of the firm to 61-plus teammates over the last two years.

• Led the charge of a recent merger, successfully onboarding 150 new clients.

• Conceptualized and launched a new firm offering for business owners, Momentum for Business Owners.

Fun Fact

I’m a certified yoga instructor, incorporating yoga and mindfulness into the firm’s team and culture.

Click here to return to HBJ's 2023 40 Under Forty Award Honorees

 

 

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