Wealth Management Associate
As a Wealth Management Associate for CT Financial Partners, Renee Bilodeau carries the mark of excellence in client service and financial planning skills. Renee is known for thinking outside the box, and it’s this strategy that makes Renee excellent in her role.
Renee is motivated by the act of helping people and educating them in finance. She feels compelled to help people understand the logistics of financial solutions and strategies. In her role, Renee’s attention to detail helps her to create client solutions that align with their unique needs and objectives.
Renee attended The Catholic University of America (CUA) in Washington, D.C., where she received her bachelor’s degrees in business administration and psychology and graduated with honors. Renee’s certifications include FINRA SIE, Series 6, Series 7, Series 63, and Series 66. She is also licensed in life and health insurance with the State of Connecticut.