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Mark B

Series 66

East Lyme, CT

Tumolo Wealth Management LLC

Mark Bobruff is a financial advisor at Tumolo Wealth Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, Prudential Financial Planning Services, and TD Ameritrade. Tumolo Wealth Management serves individual and high-net-worth clients, managing approximately $134 million in discretionary assets through a small advisory team. The firm offers discretionary portfolio management and financial planning tailored to client objectives, employing various investment approaches such as asset allocation and technical analysis.

Annuities
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Kenneth T

CFP®, Series 66

East Lyme, CT

Tumolo Wealth Management LLC

Kenneth Tumolo is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Tumolo Wealth Management LLC. His prior roles include positions at Tucker Asset Management and JB Capital LLC. Tumolo also acts as a licensed insurance agent, selling various insurance products. Tumolo Wealth Management serves individual and high-net-worth clients with approximately $134 million in discretionary assets. The firm offers discretionary portfolio management and financial planning, employing a tailored investment process that incorporates asset allocation, technical analysis, and both long- and short-term trading strategies.

Annuities
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Nicholas T

Series 65

East Lyme, CT

Tumolo Wealth Management LLC

Nicholas Tumolo is a financial advisor at Tumolo Wealth Management LLC with five years of industry experience. He has held roles at Tumolo Wealth Management since 2022 and previously worked at Tucker Asset Management and CWPM LLC. Additionally, he is an insurance agent licensed since 2014, actively involved in insurance sales. Tumolo Wealth Management serves individual and high-net-worth clients, managing approximately $134 million in discretionary assets. The firm offers discretionary portfolio management and financial planning, employing tailored investment strategies that consider client objectives and risk tolerance.

Annuities
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Brittni O

Series 66

East Lyme, CT

Tumolo Wealth Management LLC

Brittni Oxendine is a financial advisor at Tumolo Wealth Management LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, National Financial Network, PANERA, and Momentive Software. Outside of her advisory role, she hosts and facilitates monthly social networking events through her business, Skip the Small Talk LLC. Tumolo Wealth Management serves individual and high-net-worth clients, managing approximately $134 million in discretionary assets. The firm offers tailored portfolio management and financial planning services, utilizing a range of investment strategies and working with third-party managers and custodians.

Annuities
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