FOR IMMEDIATE RELEASE
Contact:
Jenny DeRosa Bergeron
860-430-2637
jenny@allegrawealthmanagement.com
Patrick McLaughlin joins
Allegra Wealth Management in Glastonbury CT
Glastonbury, CT —May 18, 2026 – Patrick McLaughlin, of Southington, CT has joined Allegra Wealth Management, in Glastonbury as a Wealth Advisor.
Patrick, a graduate of the University of Connecticut, holds Series 7 and Series 66 securities licenses with LPL Financial and is currently working toward his CFP designation. His approach with every client is understanding their own story, goals, and relationship with money. Patrick states,” “Financial stress affects nearly everyone, especially in a world where costs continue to rise and retirement can feel uncertain. My mission is to stand in your corner, helping you navigate your financial future with confidence. While most people are busy caring for their families, careers, and others, they rarely have the time to create a clear financial plan for themselves. I aim to bring clarity, guidance, and peace of mind to that journey.” To meet with Patrick, email him at patrick@allegrawealthmanagement.com or call Allegra Wealth Management at 860-430-2637.
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.
