FOR IMMEDIATE RELEASE
Contact:
Jenny DeRosa Bergeron
860-430-2637
jenny@allegrawealthmanagement.com
Jamie Boyce joins
Allegra Wealth Management in Glastonbury
Glastonbury, CT —May 18, 2026 –Jamie Boyce of Glastonbury, CT has joined Allegra Wealth Management, LLC in Glastonbury in the role of Office Manager and Executive Assistant.
Jamie comes to Allegra with more than 20 years’ experience in the financial services industry working behind-the-scenes in office management. Her focus has always been on doing the behind-the-scenes work well so the advisors can stay focused on the clients. Jamie states, “Managing client accounts, coordinating operations, and making sure nothing slips through the cracks is work I genuinely enjoy. There's real satisfaction in a day that runs smoothly.”
Jenny DeRosa Bergeron, owner of Allegra Wealth Management, says “We are really lucky to have found Jamie as she comes with the depth and breadth of experience that our clients deserve.”
Jenny DeRosa Bergeron, a Glastonbury resident, is the founding member of Allegra Wealth Management, LLC, and an independent advisor with LPL Financial. Jenny offers comprehensive wealth management that includes tax efficient investing, financial planning, cash flow and risk management through insurance products. Her comprehensive approach includes partnering with a team of financial professionals like estate attorneys and tax professionals as needed. Jenny has received the 5 Star Wealth Manager Award for the past 6 years.
To learn more please contact Allegra Wealth Management at 860-430-2637, jenny@allegrawealthmanagement.com, or visit www.allegrawealthmanagement.com.
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, * LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC ("LPL Financial") or its affiliate LPL Enterprise, LLC ("LPL Enterprise"), both registered investment advisers and broker dealers. Members FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Allegra Wealth Management and LPL are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
*Value approximated based on assets and holding details provided to LPL from March 31, 2026.
5 Star Manager Awards are based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019, 2020, 2021, 2022, 2023, 2024 or 2025 Five Star Wealth Managers.
