Meet the Valenti Wealth Management Team
Valenti Wealth Management believes your financial strategies should be aligned with your unique needs, values and goals. And we pledge to do everything in our power to help you pursue financial success—on your terms.
We also pledge to give back to the communities we serve. We are actively involved with the Farmington Food Pantry, sit on various local boards—including the Advisory Board of Northwest Community Bank and the Retirement Board of Directors for the Town of Farmington—and support many nonprofit fundraising efforts.
We invite you to learn more about the professionals at Valenti Wealth Management by reading the brief profiles provided here. Then Contact Us to determine if we may be a good fit for your financial needs.
Joan M. Valenti, CFP®
Joan Valenti is a CERTIFIED FINANCIAL PLANNER™ professional. For over 30 years she has focused on helping individuals, business owners and non-profit organizations make value-based financial decisions aligned with their unique goals and circumstances. She brings deep experience in Retirement and Estate Planning utilizing a broad range of non-proprietary investment and insurance products and strictly adheres to the CERTIFIED FINANCIAL PLANNER™ Code of Ethics across all aspects of her business.
Dedicated to providing objective financial advice, Joan specializes in helping her clients work towards their retirement goals and manage the distribution of their assets in a tax efficient manner. As a wealth manager she designs comprehensive investment strategies to help clients pursue their retirement goals while creating a plan for the preservation of their wealth from generation to generation. Joan is adept in both the wealth accumulation and income distribution phases of retirement and regularly teaches classes on retirement planning and hosts semi-annual education seminars.
Joan received her Bachelor of Science degree in Finance from Baldwin-Wallace College and obtained her CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning. She holds her insurance license and FINRA registrations 7, 63, 24, and 65 through LPL Financial. She is also an investment advisor representative at LPL Financial, one of the nation’s leading diversified financial services companies and the largest independent broker/dealer supporting more than 16,000 financial advisors nationwide.*
Active in her community, Joan is a member of the Retirement Board of Directors for the Town of Farmington and the Advisory Board of Northwest Community Bank. She previously served on the Farmington Food Pantry Board of Directors and is still an active volunteer. Joan also is a Past President of Rotary and a Paul Harris Fellow of Rotary.
* As reported in Financial Planning magazine 1996-2015, based on total revenues.
Francois Marquis, MBA, CFP®
Fran joined Valenti Wealth Management in 2013. His focus is on helping affluent clients construct their customized portfolios, utilizing his experience and knowledge to help them analyze each of their needs as they seek their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the Certified Financial Planner Board of Standards, Inc. By evaluating client needs and assessing economic conditions and trends, Fran offers personalized service and customized plans for retirement saving, estate planning and wealth management services. Fran holds his FINRA Series 7 & 66 registrations through LPL Financial and also an insurance license. He started in the financial services industry in 2000 and prior to joining the firm, he was with Merrill Lynch.
Fran received his Bachelor’s degree in Business Administration from Lake Forest College in Lake Forest, IL. He earned his MBA from Pennsylvania State University. He lives in Simsbury, CT with his wife and two sons. Fran’s life-long hobby has been hockey, which he played professionally in Switzerland.
Lisa M. Morris
Lisa Morris joined Valenti Wealth Management in 2000. She manages all office operations and oversees client account management, completes financial plans, and maintains our sophisticated WealthVisionSM software tool. She is familiar with all office, LPL Financial and vendor requirements, paperwork and procedures, facilitating the efficient flow of information and set-up and maintenance of client accounts.
Lisa is a Registered Representative of LPL Financial where her FINRA Series 7, 63, 66 and 24 registrations are held. She also holds an insurance license. This enables her to work closely with our clients as we develop, monitor and update their financial plans and prepare information for client reviews.
She received her Bachelor’s degree from the University of Connecticut. Lisa is also a Notary Public.*
* Notary services are not provided through LPL Financial.
Tim Kretz, AIF
Research Assistant/Financial Consultant
Tim Kretz is a LPL Registered Representative and Research Assistant at Valenti Wealth Management. He is responsible for conducting research and analysis on current and future portfolio holdings, portfolio risk mitigation, and evaluating buy, sell and hold recommendations.
Tim plays an integral role in the financial planning process, interacting with our clients in the development and monitoring of individual investment strategies and decisions. He works closely with our retirement plans on set up and ongoing employee education.
He has been registered since 2002 and has been with LPL Financial since 2006. He holds FINRA Series 7 & 66 registrations through LPL Financial. Tim also holds an insurance license. Tim obtained his AIF designation in 2013. Tim received his Bachelor’s degree from Assumption College.
George Klebart is a Financial Consultant with Valenti Wealth Management and an LPL Registered Representative. He enjoys working with clients to create a comprehensive plan to work towards their financial goals. He also prides himself on providing superior customer service to all clients and applying his wealth of knowledge to questions and issues as they arise. He joined Valenti Wealth Management in 2012.
George holds FINRA Series 7 & 66 registrations through LPL Financial. He also holds an insurance license.
Financial Planning Assistant
Lori Simoncelli is responsible for overall client contact which includes setting appointments, directing client inquiries to the appropriate team members, sending emails and ensuring our clients experience exceptional service. Lori is also responsible for opening, managing and maintaining client accounts which allows her to answer many client questions on the spot or to appropriately field more involved inquiries. She joined Valenti Wealth Management in 2017. Lori holds FINRA Series 7 & 66 registrations through LPL Financial.
Client Contact Manager
Marie joined Valenti Wealth Management in 2015 with a focus on client care. She takes a proactive approach to getting to know each client to better assist them when responding to inquiries, scheduling and preparing for client reviews, or coordinating other important account set-up and maintenance activities.
Marie has considerable experience in the financial services industry. Prior to joining Valenti Wealth Management, she worked with another local LPL office for over 12 years. Her knowledge and industry experience enable her to directly respond to and resolve a wide variety of client inquiries. Her goal is to provide exceptional service in facilitating timely resolution to inquiries and the processing of account paperwork.
Linda has been greeting and developing relationships with Valenti Wealth Management clients since she joined the firm in 2005. As a Receptionist and Administrative Assistant, she is a primary contact for our clients and a familiar face when they visit.
She is responsible for maintaining our office records along with many other administrative and business functions, helping to ensure that everything runs smoothly. Her familiarity with our clients allows her to efficiently answer many account inquiries. She also corresponds with our clients via email, sets appointments and directs clients to the appropriate staff member as needed.
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