Elizabeth A. DeBassio, CPA/PFS
Experience
Elizabeth brings over a decade of accounting and business experience to her position as an investment advisor representative of Filomeno Wealth Management, LLC.
Since 2002 she has worked with Filomeno & Company’s high net worth clients, advising them on their investments and taxes.
Prior to joining Filomeno, Elizabeth worked at Brown & Brown, LLP in Boston as a Supervisor in their individual tax group, specializing in issues for high net worth clients. Before that she was the personal financial advisor to the former U.S. Ambassador to Austria, assisting with her personal finances and those of her two foundations. She also worked for 2 years in public accounting in the Boston office of Deloitte and Touche, an international public tax and accounting firm.
Education and Accreditations
Personal Financial Specialist (2008)
Elkin B. McCallum Graduate School of Business at Bentley College, Master of Science in Personal Financial Planning (2002)
Certified Public Accountant (1999)
College of the Holy Cross, BA Economics / Accounting (1995)
Professional and Civic Affiliations
Member of American Institute of Certified Public Accountants (AICPA);
Member of the Central Connecticut Business & Estate Planning Council
Winner 40 Under Forty Hartford Business Journal (2006)
Board member and Assistant Coach of Connecticut Sled Hockey
More About Elizabeth
Married to Dave; son Billy
Hobbies include gardening and water color painting
email address: ead@filomenowealth.com
