Merit | Rocky Hill, CT

CFP®
Wealth Manager, Partner

Daryl LePage has a passion for research, a dedication to rigorous analysis and a deep commitment to putting his client's needs, values, and goals before everything else.

He graduated from Central Connecticut State University with a Bachelor of Science degree in Accounting in 1985 and began working in the financial services industry as a tax accountant with one of the largest accounting firms in the country. His primary focus was tax planning, preparation, and significant research on client tax issues. Pursuing his interest in quantitative research, he went to The Hartford as a research analyst before beginning his own financial planning business in 1992. And in 2022, his firm merged with Merit Financial Advisors to grow and continue excellent client service.

To further his education, Daryl is a CFP® and holds Series 6, 7, 66 and 24 (General Securities Principal) registrations with LPL Financial and insurance and annuity licenses. He is also registered as an Investment Advisor Representative (IAR) with LPL Financial. This allows for more flexibility when dealing with local clients, business owners and nonprofit organizations.

Daryl is a lifelong resident of Connecticut and resides in Simsbury with his wife, Tami, and their son, Zachary.