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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®
President, Valenti Wealth Management

Senior Financial Consultant, LPL Financial

(860) 677-7790 ext 222

joan.valenti@valentiwealthmanagement.com

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 14,000 financial advisors nationwide.*

Joan has been recognized by numerous high ranking publications for her continued success over the years including Barron’s, Forbes, Fortune magazine, Connecticut Five Star Professional magazine, The Valley Press, and more.

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. Joan continues to give back to her community by providing an educational course through the Farmington and Simsbury Continuing Education programs. Financial Strategies for Successful Retirement is a 4-session classroom instruction course on retirement planning for people ages 50-71. The course has been ongoing for over 20+ years and continues to provide a source of financial education to the community. For more information, please call our office at (860) 677-7790.

* As reported in Financial Planning magazine 1996-2020, based on total revenues.

Francois Marquis, MBA, CFP®
Vice President, Valenti Wealth Management

Senior Financial Consultant, LPL Financial

(860) 677-7790 ext 221

francois.marquis@valentiwealthmanagement.com

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, CFP®
Vice President, Valenti Wealth Management

Senior Financial Consultant, LPL Financial

(860) 677-7790 ext 233

lisa.morris@valentiwealthmanagement.com

Lisa Morris joined Valenti Wealth Management in 2000. She provides an array of financial planning services to our clients along with assisting with compliance and regulatory matters. Since each person’s needs are different, Lisa works closely with our clients to identify and prioritize their goals and tailor a strategy to help meet their objectives.

Lisa is a CERTIFIED FINANCIAL PLANNER™ professional. She is also 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.

Lori Simoncelli

Senior Client Relationship Manager

(860) 677-7790 ext 236

lori.simoncelli@valentiwealthmanagement.com

Lori Simoncelli is responsible for all aspects of client service which includes setting appointments, responding to client inquiries, sending emails and ensuring 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 research more involved inquiries.  She joined Valenti Wealth Management in 2017 after 13 years with Merrill Lynch.  Her experience of over 30+ years has made her a valued team member.  Lori is a Registered Representative and holds FINRA Series 7, 9/10 & 66 registrations through LPL Financial along with CT Life, Accident and Health Insurance license.

She received her Bachelor’s degree from Indiana University in Bloomington, IN.  Lori is also a Connecticut Notary Public.*

*Notary services are not provided through LPL Financial.

Michael Samoska, APMA®

Associate Financial Consultant

(860) 677-7790 ext 223

michael.samoska@valentiwealthmanagement.com

Michael Samoska joined Valenti Wealth Management in 2021. His focus is on supporting all aspects of client service, including scheduling appointments, responding to client inquiries, sending emails and ensuring clients experience exceptional service. He holds the Accredited Portfolio Management AdvisorSM designation awarded by the College for Financial Planning. He is also a Registered Representative of LPL Financial where his FINRA Series 7, and 66 are held, along with his insurance license. He started in the financial services industry in 2017 and prior to joining the Valenti team, worked as an advisor with Ameriprise.

Michael received his Bachelor’s in Finance from Central Connecticut State University in New Britain, CT. Born and raised in Woodbury, CT, Michael now lives in Wethersfield, CT with his girlfriend of two years. Michael’s hobbies include, tennis, golf, and automobiles. He enjoys spending weekends during the warmer months up in Lake George, NY and visiting Lime Rock Park in Salisbury, CT.

Dani Klein

Marketing & Administrative Assistant

(860) 677-7790 ext 240

danielle.klein@valentiwealthmanagement.com

Dani Klein joined Valenti Wealth Management at the end of 2020. She supports our team on an administrative level by preparing for client reviews, account set-up, and coordinating other important maintenance activities.

Dani is also our go-to for all things marketing. She manages all aspects of our marketing efforts by strategizing and streamlining all our projects from planning to execution. She steers us to deliver on our brand promise of providing an exceptional customer experience through appealing materials, relevant content and an engaging digital marketing presence. Her strong communication skills make her an asset to our team.

Dani received her Bachelor’s in Communications from the University of Hartford in West Hartford, CT. She was born in Houston, Texas and raised in Long Island, New York. She lived in Brooklyn, NY for six years prior to moving back to Connecticut. Currently, she lives in Farmington with her boyfriend. Dani loves to hike, practice yoga, go for long runs, listen to music/podcasts, and cook. In the summer she spends most of her time at the lake and outdoor concerts.

Linda Petroka

Administrative Assistant

(860) 677-7790 ext 224

linda.petroka@valentiwealthmanagement.com

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.

Marie Davis

Client Contact Manager

(860) 677-7790 ext 225

marie.davis@valentiwealthmanagement.com

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.