Zachary “Zack” W. Tracey is a seasoned financial professional dedicated to helping families and businesses build, manage, preserve, and transition their wealth. He holds a BA in Business and Finance from Merrimack College and multiple industry registrations, including Life & Health insurance licenses, Series 7, Series 66 securities registrations, and the CFP® certification.

Specializing in retirement planning and wealth transition strategies, Zack develops tailored approaches that align with both short- and long-term financial goals. His philosophy emphasizes debt reduction as a foundation for economic health, often advising clients to pay down debt before investing, a strategy grounded in his belief that true wealth begins with confidence.

Zack is motivated by a desire to “restore hope for those who feel they must sacrifice tomorrow for today,” empowering clients with confidence and clarity throughout their financial journey. He is currently focused on enhancing flexibility in technology choices and improving services for the next generation of wealth builders.

Outside of work, Zack cherishes time with his wife and three children. Together, they love exploring new destinations in their travel camper and creating lasting memories on family cruises to ports around the world. He also enjoys playing ice hockey and spending time outdoors.

Arthur B. Sullivan brings decades of experience to his role as the Managing Partner and Senior Financial Advisor at Constitution Wealth Management, specializing in financial investments and advisory services, offering tailored solutions that have earned his practice exceptional client retention. With a BA in Economics and industry certifications such as CFP® professional, Series 7, 63, and 24 securities registrations, Arthur has spent over 40 years guiding individuals toward financial security.

From carpentry and home construction to corporate profit-sharing and pension plans, Arthur’s expansive career path has led him to founding his own successful financial advisory practice; his proudest accomplishment in his four-decade career.

Known for his trustworthiness, attention to detail, and commitment to helping others, Arthur is currently guiding the transition of practice ownership to his partners to help ensure its continued success. A lifelong learner and mentor, he has built his career around simple but powerful guidance he received early on from his mentor: “Always follow through with what you say.” That principle has shaped his reputation and remains the foundation of the client relationships he values most.

Outside of work, Arthur enjoys boating, fishing, home repair projects, and restoring his classic 1964 Austin Healey. He is passionate about community service, volunteering with organizations such as the American School for the Deaf, the Exchange Club, and Covenant for Care. His favorite reads include The Intelligent Investor by Benjamin Graham and The Warren Buffett Way by Robert Hagstrom. One of his most memorable travel experiences was a safari in Kenya’s Maasai Mara, highlighted by his nephew’s wedding and an unexpected cameo by a curious giraffe.

Arthur “Archie” B. Sullivan Jr. serves as a Managing Partner and Senior Financial Advisor at Constitution Wealth Management, bringing a fresh perspective and dedication to family and individual wealth management, high-net-worth clients, and life insurance strategies. Archie holds Series 7 and 66 securities registrations and is currently pursuing his Series 24 certification.

After graduating from the University of Connecticut in 2016, Archie began his career as a life insurance broker and has since grown into a lead advisory role with the practice, consistently attracting new assets and strengthening client relationships. His passion now lies in working with multi-generational families to build and preserve wealth, helping to ensure financial security for years to come.

Known for his hardworking, friendly, and outgoing nature, Archie thrives on client interactions and discovering the challenge of uncovering new opportunities. His guiding principle, “Be kind to everyone and never judge a book by its cover,” has shaped his approach to both business and life. This mindset has provided the opportunity to foster trust and long-lasting relationships with clients.

When he’s not working with clients, Archie loves hitting the golf course, spending sunny afternoons out on the water, and relaxing at his family’s lake house on Wolfe Island, Ontario, a special place that’s been in his family for seven generations. He also loves traveling, with Ireland and the British Virgin Islands among his favorite destinations. Active in his community, Archie is a proud member of the Country Club of Farmington and Lionheart Country Club.

Thomas “Tom” A. Ragonese serves as Managing Partner and Senior Financial Advisor, bringing over four decades of experience helping clients achieve their financial and retirement goals. A graduate of Bentley University with a BA in Marketing Management and an AA in Accountancy, Tom has built his career on integrity, dedication, and a genuine passion for guiding others toward long-term financial security.

He holds multiple certifications, including Certified Employee Benefits Specialist (CEBS) and Accredited Investment Fiduciary (AIF). Tom’s professional journey spans qualified and non-qualified retirement plans, life insurance, estate planning strategies, and investment management. One of his proudest accomplishments is creating his own clientele and book of business while simultaneously establishing and managing a retirement and financial services department for a large, local property and casualty insurance agency.

Tom started his career out of college in the Group Pension industry, administering qualified and non-qualified retirement plans. This path led him to realize his future was in financial management, guiding individuals and organizations toward financial success. Today, Tom continues to leverage his expertise with investments and retirement plans to deliver tailored solutions for his clients.

When he’s not at work, Tom is committed to giving back to his community through volunteering and coaching local youth sports. He enjoys traveling, especially to Italy and Sicily, where his family has long generational roots. His personal philosophy: “Always be able to look yourself in the mirror,” guides his approach to both business and life.

Kevin Flynn is an experienced Financial Advisor with a strong background in life insurance and financial services. He graduated from Bryant College and holds multiple licenses that include Series 6, 7, 63, 65 securities registrations and Life & Health Insurance licenses. Kevin specializes in retirement planning and investment management, partnering with clients to build personalized strategies to achieve long-term financial security and confidence.

One of his proudest accomplishments is successfully transitioning from an Financial Relationship Advisor role to becoming a partner within the practice, a testament to his commitment to growth and client success. He is passionate about leveraging investment planning tools, including eMoney, to enhance transparency, improve decision-making and deliver a stronger client experience. Known for his honesty, trustworthiness, and client-first approach, Kevin believes in building genuine relationships with clients.

Outside of work, Kevin enjoys golfing, coaching youth basketball, football and baseball and spending time traveling with his wife and three kids. One of his most memorable travel experiences was a trip to Australia, which left a lasting impression and remains a highlight of his adventures.

Jennifer Wheatley, Senior Registered Client Associate with Constitution Wealth Management, provides over 20 years of experience in the financial services industry. After earning her BA from Fairfield University, Jennifer began her career in property and casualty insurance before transitioning to wealth management in 2007. This move marked the start of a rewarding journey that combines her passion for client service with her expertise in financial planning.

Jennifer holds Series 7, 63, and 65 securities registrations, as well as insurance licenses for Accident and Health, Life, Variable Life, and Variable Annuity. She uses this expertise to manage client service and operational tasks, onboarding new clients, and helping to ensure a seamless experience for existing clients. Jennifer works closely with advisors and the team to keep things running smoothly behind the scenes and help ensure clients receive the best possible service. She is passionate about helping clients achieve their financial goals and building lasting relationships. For over a decade, she’s thrived in the fast-paced wealth management world as part of what she calls an ‘exceptional’ team.

Outside of work, Jennifer lives in Rocky Hill, CT, with her husband Rick and their three cats, much to Rick’s pretend dismay. She’s known for her humor and upbeat personality and can always be counted on for a laugh (often at her own expense). Jennifer loves dining out locally and traveling, and to offset all that good food and spirits, she buries her general dislike of exercise several times a week at bootcamp-style classes. On weekends, she and Rick trade dumbbells for bike pedals and explore trails like the Airline Trail and the Farmington River Canal. Jennifer loves unwinding with the latest true-crime documentary when at home.

Zaskia “Zee” Narvaez serves as an experienced Senior Client Associate at Constitution Wealth Management, with a strong background in retail banking and wealth management. She holds certifications as a CT Notary Public and CT Producer Insurance and is currently working toward her Series 7.

With her expertise in operational support, administrative duties, and client service, Zee plays a vital role in helping to ensure a smooth client experience. She serves as a key point of contact for clients, handling inquiries, transactions, and compliance while strengthening advisor relationships. Zee is known for her adaptability and upbeat personality, combining professionalism with a warm, approachable style, making her a valued team member.

When Zee is not in the office, she enjoys traveling, spending time outdoors, and cooking Sunday dinners for family and friends. Puerto Rico holds a special place in Zee’s heart. Born there and spending summers with her dad, she cherishes the island’s vibrant culture, delicious food, stunning beaches, and warm, welcoming people, creating unforgettable memories year after year.

Zee lives by the advice: “You’re an adult once and a child twice,” which inspires her to approach life with compassion and patience. She also gives back to her community by volunteering at local school events and fundraisers and by supporting her nephew and godson in their athletic endeavors.