Lawrence J. Annello
Login to view DISC.Larry Annello is a Partner and Wealth Manager at SAGEbroadview Wealth Management, drawing on over 25 years of experience as a CPA and financial professional. He focuses on tax-centric financial planning for families and business owners and holds a B. S. from the University of Hartford.
Larry is a family-oriented person who takes great pride in his stepdaughters career, especially since she now works at KPMG, the same firm where he began his own accounting career 44 years ago. He has previously been involved in his local community through the Exchange Club of Farmington.
He once served as the Scholarship Chair for the Exchange Club of Farmington, helping award scholarships to high school seniors.
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DISC profile (public)
DISC behavioral profile
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