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These Are the Top Wealth Managers in Westchester in 2023

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Finding the right one for you will likely have a profound impact on your financial future. Luckily, these experts are here to help.

Edited by John Bruno Turiano and Nick Brandi

We didn’t need World Population Review to tell us that Westchester is one of the richest communities in the U.S. Yet, as of this year, that same demographics research company placed nine Westchester County towns among the top 100 richest towns in America — more than any other county in the U.S. With all that accumulated wealth, it follows that Westchester would attract some of the most experienced and talented wealth advisors to be found anywhere. But isolating the best of the best is no mean feat, so WM hired data-research company DataJoe to conduct an exhaustive, multitiered survey to determine and document the county’s top 314 wealth managers.

Rocco Addona

LPL Financial LLC (AFM Advisor Group)
Scarsdale
O: 704.733.3300
linkedin.com/in/rocco-addona-8054a313

Jonathan Adler

Park Avenue Securities LLC
Rye Brook
C: 914.288.8873
strategiesforwealth.com/team/jonathan-adler

Vincent Aimetti

ESI Financial Advisors
White Plains
C: 914.428.4000
vinceaimetti.com/about_us

Jim Akasala

J.P. Morgan Securities LLC
New Rochelle
O: 914.636.0933
linkedin.com/in/jim-akasala-27b54912

Donald Amoruso

Ameriprise Financial Services LLC
Valhalla
C: 914.747.0200
ameripriseadvisors.com/donald.j.amoruso/contact

Charles Androsiglio Jr.

Citigroup Global Markets Inc
Scarsdale
linkedin.com/in/charlie-androsiglio-jr-613a9532/

Corey Anthony

State Farm Investment Management Corp
Mount Vernon
O: 914.665.9433
coreyanthony.com/?cmpid=hk9f_blm_0001

Margaret “Peggy” Athanasatos

UBS Financial Services Inc
White Plains
O: 914.761.6800
linkedin.com/in/margaret-peggy-athanasatos-99b53839

Nan Bailey

Commonwealth Financial Network
Larchmont
O: 914.834.9105
npbailey.com/our-team

Coleen Banks

Ameriprise Financial Services LLC
Harrison
C: 914.698.8100
ameripriseadvisors.com/coleen.a.banks

Nicholas Barnwell

Charles Schwab & Co Inc
Scarsdale
C: 914.722.6414; O: 914.722.6230
linkedin.com/in/nick-barnwell-cfp®-b160878

Anthony Bartolini

MML Investors Services LLC
Elmsford
O: 914.372.2900
linkedin.com/in/anthony-c-bartolini

Christopher Bartolomeo

Stifel Nicolaus & Company Inc
White Plains
C: 914.694.8600
stifel.com/fa/christopher-bartolomeo

Gary Beane

Lincoln Financial Advisors Corporation
Rye Brook
O: 914.305.9005
linkedin.com/in/garybeane

Steven Bellon

MML Investors Services LLC
(Fortis Lux Financial)
Tarrytown
O: 914.366.8300
fortislux.com/about-us

Robert Berard

Ameriprise Financial Services LLC
White Plains
C: 914.269.6727
ameripriseadvisors.com/Robert.E.Berard/?cid=IP_local_google

Donald Bermack

Equitable Advisors Llc
Irvington
C: 845.893.7700
atlantic-liberty.equitableadvisors.com/Donald-Bermack.e421906.htm

Randy Bernstein

J.P. Morgan Securities LLC
White Plains
O: 914.428.3536
linkedin.com/in/randy-bernstein-a5455b10

Kevin Bertoncin

UBS Financial Services Inc
White Plains
O: 914.761.6800
advisors.ubs.com/kevin.bertoncin

Melanie Bhandari

Ameriprise Financial Services LLC
Rye Brook
C: 914.269.6700
ameripriseadvisors.com/melanie.x.jindia

Shiva Bhashyam

Ameriprise Financial Services LLC
White Plains
C: 914.468.2001
ameripriseadvisors.com/shiva.p.bhashyam

Glenn Bianco

UBS Financial Services Inc
White Plains
O: 914.287.6028
advisors.ubs.com/centennialwealthmanagementgroup/Meet-the-team.htm

Eric Bickler

UBS Financial Services Inc
White Plains
C: 914.287.4740
advisors.ubs.com/sabiabickler/Meet-the-team.htm

Joseph Biegel

Park Avenue Securities LLC
Rye Brook
C: 914.288.8983; O: 914.288.8800
strategiesforwealth.com/team/joseph-biegel

John Blanos

LPL Financial LLC
Tarrytown
O: 914.468.8900
lexcowealth.com/john-blanos-ms-cfp

Maria Blessing

J.P. Morgan Securities LLC
Yorktown Heights
O: 914.245.0540
linkedin.com/in/mariablessing/?trk=public_profile_browsemap

Gary Boccio

Citigroup Global Markets Inc
Thornwood
O: 212.816.6000
linkedin.com/in/garyboccio

Mervyn Boone Jr.

Primerica Advisors
New Rochelle
O: 914.236.3330
primerica.com/mervynboonejr

Caroline Bravo

Fidelity Investments
Chappaqua
O: 800.544.3703
linkedin.com/in/caroline-bravo-414359157

Christopher Buelta

Lincoln Financial Advisors Corporation
Rye Brook
C: 617 728.7438
verbeekandassociates.com/team/christopher-k-buelta-cfp

Peter Burchell

UBS Financial Services Inc
White Plains
C: 914.287.4725
advisors.ubs.com/peter.burchell

Matthew Burnell

Park Avenue Securities LLC
Rye Brook
C: 914.288.8862; O: 914.288.8800
strategiesforwealth.com/team/matthew-burnell

Barry Butlien

Kestra Advisory Services LLC
Tarrytown
O: 914.909.1589
linkedin.com/in/barrybutliencfp

Frank Calderone

Raymond James Financial Services
Advisors Inc (Calderone Financial Services)
Armonk
O: 914.219.5882
raymondjames.com/calderonefinancialservices/our-team/bio?_=Frank.Calderone

Charles Camilleri

Ameriprise Financial Services LLC
Valhalla
C: 914.236.1200
ameripriseadvisors.com/charles.3.camilleri/contact

Carolyn Cannistraro

Wells Fargo Advisors
Rye Brook
O: 914.934.8254
linkedin.com/in/carolyn-marie-cannistraro

David Carraturo

Prudential Financial Planning Services
White Plains
C: 914.272.3946
O: 914.673.7054
prudential.com/advisor/david-carraturo

Barry Carron

Park Avenue Securities LLC
Rye Brook
C: 914.288.8933
strategiesforwealth.com/team/barry-carron

Veronica Casanova

UBS Financial Services Inc
White Plains
O: 914.287.6015
advisors.ubs.com/roger.matles/Meet-the-team.htm

Frank Castro

UBS Financial Services Inc
White Plains
C: 914.287.6066
financialservicesinc.ubs.com/team/cdhg/meetourteam.html

John Catanzaro

Stifel Nicolaus & Company Inc
White Plains
C: 914.694.8600
stifel.com/fa/john-catanzaro

Selena Cefaloni

Charles Schwab & Co Inc
Scarsdale
C: 914.722.6415
O: 914.722.6230
client.schwab.com/public/consultant?fc=selena.cefaloni

Catherine Censullo

Cetera Investment Advisers LLC
(CMC Wealth Management)
Armonk
O: 914.997.7724
cmcwealthmgt.com

Joseph Centra

Grove Point Advisors LLC
Rye Brook
O: 914.381.4910
allocationresource.com/joebio.html

Gaspare Cerullo

Avantax Advisory Services
Elmsford
C: 914.332.4043
lyceumfinancial.com/team/gaspare-cerullo

Jeffrey Chin

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5575
fa.ml.com/new-york/white-plains/jeffrey_chin

Frank Chiodi Jr.

Royal Alliance Associates Inc
Scarsdale
C: 914.574.5451
precisionwealthsolutions.comFrank-Chiodi,-Jr-.e734182.htm

Christopher Ciaburri

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
O: 914.682.5500
linkedin.com/in/christopher-ciaburri-620046152

Alyson Cifu

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.683.9509
fa.ml.com/new-york/white-plains/bmegroup

Maria Cioffi

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5554; O: 914.682.5565
fa.ml.com/new-york/white-plains/wcg

Roman Ciosek

Hightower Advisors LLC
Harrison
C: 914.825.8633; O: 914.825.8630
hightowerwestchester.com/roman-ciosek.html

James Clark

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5538
fa.ml.com/new-york/white-plains/j-clark

Melinda Cloobeck

J.P. Morgan Securities LLC
White Plains
O: 914.899.5927
wealthpartners.jpmorgan.com/white-plains/the-slattery-group/melinda-cloobeck

Jeffrey Cohen

Hightower Advisors LLC
Rye Brook
C: 914.290.4143; O: 914.269.2470
sillerandcohen.com/jeffrey-cohen.html

Vivian Cohn

Commonwealth Financial Network
Tarrytown
O: 914.332.0660
highbridgegroup.net/vivian-s-cohn

Katelyn Corrado

Fidelity Investments
Chappaqua
O: 800.343.3548
linkedin.com/in/katelyn-corrado-7205a299

Rick Crews

Charles Schwab & Co Inc
Scarsdale
C: 914.722.6417
client.schwab.com/public/consultant?fc=rick.crews

Vincent Cucuzza

MML Investors Services LLC
Elmsford
O: 914.372.2963
vincentcucuzza.com/team

Jak Cukaj

Ameriprise Financial Services LLC
Valhalla
C: 914.236.1200
ameripriseadvisors.com/jak.l.cukaj/contact

Joseph Cuozzi

LPL Financial LLC (Flynn Financial Partners, Ltd)
New Rochelle
O: 212.490.4580, ext 107
f2partners.com/Joseph-Cuozzi.e1087930.htm

Danny Dable

Prudential Financial Planning Services
White Plains
O: 914.764.7025
prudential.com/advisor/danny-dable

Michael Daly

UBS Financial Services Inc
White Plains
C: 914.287.6029
advisors.ubs.com/centennialwealthmanagementgroup/Meet-the-team.htm

Sevdi Dauti

UBS Financial Services Inc
White Plains
O: 914.287.6087
advisors.ubs.com/vistawealthmanagement/

Michael Davis

Derivaty LLC
White Plains
O: 212.395.9470
derivaty.com/about

Robert Dawson

Equitable Advisors LLC
New Rochelle
C: 917.533.1954
robertkdawson.com

Peter Dedel

Ameriprise Financial Services LLC
White Plains
C: 845.368.2904
ameripriseadvisors.com/peter.dedel

Ralitsa Delgado

J.P. Morgan Securities LLC
Hastings-on-Hudson
O: 914.478.1800
linkedin.com/in/ralitsa-delgado-cfp®C2®AE-543381228

Antonio Desamours

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5567
fa.ml.com/new-york/white-plains/antonio_desamours

David Diehl

Prudential Financial Planning Services
White Plains
C: 914.272.3853
prudential.com/advisor/david-diehl

Nina Dinicuolo

Citigroup Global Markets Inc
Scarsdale
O: 914.768.9973
linkedin.com/in/nina-dinicuolo-334b459

Christopher Doherty

Citigroup Global Markets Inc
Hastings-on-Hudson
O: 212.816.6000
linkedin.com/in/christopher-doherty-6b2ba518b

Robert Dolan

Cetera Investment Advisers LLC
Armonk
O: 888.406.2444
linkedin.com/in/robert-dolan-59409621

Anthony Domino Jr.

Strategies For Wealth
Rye Brook
C: 914.288.8882
strategiesforwealth.com/team/anthony-domino-jr

Michael Donofrio

Park Avenue Securities LLC
Rye Brook
C: 914.288.8811
donofriofinancial.com/team

Lisa Dudelson

MML Investors Services LLC
Elmsford
C: 914.372.2938
financialprofessionals.massmutual.com/lisa-dudelson

Thomas Dunn

Dunn Financial Services
Elmsford
O: 914.909.1512
dunnfinancial.net

Edward Dunn

J.P. Morgan Securities LLC
Katonah
O: 914.232.3166
linkedin.com/in/edward-dunn-305825131

Jay Dworkin

Madison Planning Group
West Harrison
O: 800.222.2091
madisonplanning.com/our-team

William Edelson

Barnum Financial Group
Elmsford
C: 914.372.2863
barnumfinancialgroup.com/representative/william-edelson

Kelby Edwards

Lincoln Financial Advisors Corporation
Rye Brook
O: 914.305.9037
linkedin.com/in/kelbyedwards

Kevin Eisenberg

J.P. Morgan Securities LLC
White Plains
C: 914.899.5916
wealthpartners.jpmorgan.com/white-plains/the-slattery-group/kevin-eisenberg

Robin Ely

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5537; O: 914.682.5500
fa.ml.com/new-york/white-plains/robin.ely

Ziyah Esbenshade

Ameriprise Financial Services LLC
Rye Brook
C: 914.269.6714
ameripriseadvisors.com/Ziyah.R.Esbenshade/?cid=IP_local_google

Michael Von Essen

UBS Financial Services Inc
White Plains
O: 914.287.6036
advisors.ubs.com/msbteam

Robert Fallone

Citigroup Global Markets Inc
Mount Kisco
C: 914.666.5042; O: 914.725.0984
wealthmanagement.citi.com/eastcoastcapital/teammembers/robert-fallone.html

Michael Farrell

MML Investors Services, LLC
Elmsford
O: 914.372.2981
linkedin.com/in/michael-s-farrell-clu®-chfc®-24366a8

Darin Fass

NYLIFE Securities LLC
White Plains
O: 800.695.4785
linkedin.com/in/darinfass

Gregory Feighan

Ameriprise Financial Services LLC
Valhalla
C: 914.747.0200
ameripriseadvisors.com/gregory.2.feighan/contact

Robert Feighan

Ameriprise Financial Services LLC
Valhalla
C: 914.747.0200
ameripriseadvisors.com/robert.e.feighan/contact

Jared Feinberg

FSC Securities Corporation
Hartsdale
O: 914.548.6677
creativepensionplans.com/-Jared–Feinberg,-RFC.e1024700.htm

Gregory Ferone

Royal Alliance Associates Inc
Mamaroneck
C: 914.381.1200
pinnacletaxxofmamaroneck.com/team/gregory-ferone

Ivanhoe Ffriend

Ffriend Enterprises, Ltd.
New Rochelle
O: 914.738.3253
ffriendenterprises.com/Team.8.htm

Angela Fitzgibbon

Ameriprise Financial Services LLC
Valhalla
C: 914.747.0200
ameripriseadvisors.com/angela.l.fitzgibbon/contact

Richard Flahive

Hightower Advisors LLC
Harrison
O: 914.825.8630
hightowerwestchester.comrichard-flahive.html

Bruce Fogwell Jr.

Park Avenue Securities LLC (Hudson Financial Group)
Tarrytown
O: 914.460.1215
linkedin.com/in/bfogwell

Sean Franklin

Stratos Wealth Partners Ltd
Tarrytown
O: 917.653.4548
stratoswealthpartners.com/team/sean-franklin

Robert Freireich

LPL Financial LLC
Tarrytown
O: 914.332.1100
capitalpreserve.com/strategists.html

Scott Frost

Park Avenue Securities LLC
Rye Brook
C: 914.288.8874
strategiesforwealth.com/team/scott-frost

Graig Galef

Park Avenue Securities LLC
Rye Brook
C: 914.288.8875; O: 914.288.8803
strategiesforwealth.com/team/graig-galef

Jeffrey Gambuzza

Park Avenue Securities LLC
Rye Brook
C: 914.288.8912
strategiesforwealth.com/team/jeffrey-gambuzza

Neil Gargiulo

Edward Jones
Bedford Hills
C: 914.244.1620
edwardjones.com/us-en/financial-advisor/neil-gargiulo

George Gerhard III

LPL Financial LLC
(Trivium Point Advisory, LLC)
White Plains
O: 914.416.5200
linkedin.com/in/george-r-gerhard-iii

Daniel Giaimo

Private Advisor Group LLC
Peekskill
O: 973.538.7010
linkedin.com/in/daniel-v-giaimocpa-cfp®-a365709

Todd Gianguzzi

Transamerica Investors
Securities Corporation
Harrison
O: 800.797.2643
linkedin.com/in/todd-gianguzzi-59755a19

Sam Giliberti

UBS Financial Services Inc
White Plains
O: 914.761.6800
linkedin.com/in/samgiliberti1

Thomas Gipson

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 203.894.7809
fa.ml.com/new-york/white-plains/porcogipson

Tom Giuliante

Prudential Financial Planning Services
Valhalla
C: 914.579.2233
prudential.com/advisor/tom-giuliante

Jonathan Glaser

Edward Jones
Yorktown Heights
C: 914.962.2853
edwardjones.com/us-en/financial-advisor/jonathan-glaser

Donna Goldman

Oppenheimer & Co Inc
White Plains
O: 914.421.4109
oppenheimer.com/advisor/ny/white-plains/white-plains-branch/donna-goldman.aspx

Daniel Goldsmith

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5547
fa.ml.com/new-york/white-plains/dangold

Michael Gomez

Citigroup Global Markets Inc
Thornwood
C: 914.747.9430
wealthmanagement.citi.com/eastcoastcapital/teammembers/michael-gomez.html

Michael Gorman

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5582
fa.ml.com/new-york/white-plains/thegormangroup

Danielle Grande-Cosentino

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5512
fa.ml.com/new-york/white-plains/danielle_grande

Bob Grenier

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5582
fa.ml.com/new-york/white-plains/thegormangroup

Angela Celso-McGurk

Ameriprise Financial Services LLC
White Plains
C: 914.219.4632
ameripriseadvisors.com/angela.m.celso/?cid=IP_local_google

Thomas Gwin

MML Investors Services LLC (New England Advisor Group)
Elmsford
C: 914.372.2871; O: 914.332.4231
neag1.com/team/thomas-gwin

Pascale Hainline

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.683.7563
linkedin.com/in/pascale-hainline-54522a8/

John Hamilton

Aspire Advisors LLC
Purchase
O: 877.760.3540
aspireadvisorsllc.com/our-team

Michael Hanifin

J.P. Morgan Securities LLC
White Plains
O: 914.899.5989
linkedin.com/in/michael-hanifin-06a40ba9

Michael Hans

Clarfeld
Tarrytown
O: 914.846.0100
clarfeld.com/michael-hans

Jerry Harnik

Park Avenue Securities LLC
Rye Brook
O: 914.288.8800
strategiesforwealth.com/team/jerry-harnik

Robert Hausmann

Wells Fargo Advisors
Ardsley
C: 800.972.2538; O: 914.693.2212
home.wellsfargoadvisors.com/Robert.Hausmann

Edward Heller

Avantax Advisory Services
(HF Financial Group, LLC)
White Plains
O: 914.422.3344
hffinancialgroup.com/team/edward-heller

Patrick Henry

J.P. Morgan Securities LLC
White Plains
O: 914.899.5989
linkedin.com/in/patrick-r-henrycfp®C2®AE-cima®C2®AE-5a1086136/

Thomas Herkert

Kestra Advisory Services LLC
Tarrytown
C: 914.909.1508; O: 914.909.1589
westchesterfa.com//team/tom-blank

Carlos Hevia

Ameriprise Financial Services LLC
Valhalla
C: 914.747.0200
ameripriseadvisors.com/carlos.hevia/contact

Howard Hirsch

Oppenheimer & Co Inc
White Plains
C: 914.421.4110
oppenheimer.com/advisor/ny/white-plains/white-plains-branch/howard-hirsch.aspx

Kenneth Horowitz

Park Avenue Securities LLC (Integrated Benefit Consultants)
Rye Brook
C: 914.288.8946
integratedbenefitsus.com/team/kenneth-a-horowitz

Timothy Hudson

Voya Financial Advisors Inc
Armonk
C: 914.238.5325
voya.com/professionals/timothy-g-hudson

Stephen Hughes

Pentegra Investors Inc
White Plains
O: 800.872.3473
linkedin.com/in/sahughes13

Barbara Ingenito

Aspire Advisors LLC
Purchase
O: 877.760.3540
aspireadvisorsllc.com/our-team/#content-barbara

Daniel Jacobius

MML Investors Services, LLC
Elmsford
O: 914.372.2874
danjacobius.com

Larry Jacobs

Stifel Nicolaus & Company Inc
White Plains
C: 914.694.8600; O: 800.223.9065
stifel.com/fa/larry-jacobs-cfp

Mark Jacobson

Ameriprise Financial Services LLC
White Plains
C: 914.506.4101
ameripriseadvisors.com/mark.l.jacobson

Stacey Jacobson

Ameriprise Financial Services LLC
Rye Brook
C: 914.948.5445
ameripriseadvisors.com/stacey.a.jacobson

Jonathan Jaeger

Summit Financial Consultants Inc
Yonkers
O: 914.793.7320
summitfinancialconsultants.com/team.htm

Steve Kalt

Prudential Financial Planning Services
White Plains
C: 914.272.3897
prudential.com/advisor/steven-kalt

Chris Kampitsis

MML Investors Services LLC
Elmsford
C: 914.372.2897; O: 914.372.2895
skgbarnum.com/team/chris-kampitsis

George Kanas

UBS Financial Services Inc
White Plains
C: 914.287.6080
advisors.ubs.com/george.kanas

Scott Kaplan

Park Avenue Securities LLC
Rye Brook
C: 914.288.8839
strategiesforwealth.com/team/scott-kaplan

Maria Katsougrakis

J.P. Morgan Securities LLC
Ardsley
O: 914.693.5004
linkedin.com/in/maria-katsougrakis-4011688b

David Katz

Matrix Asset Advisors INC
White Plains
O: 800.366.6223
matrixadvisorsvaluefund.com/about-matrix/our-team-bios

Brian Kelley

Stifel Nicolaus & Company Inc
White Plains
C: 914.694.8600
stifel.com/fa/brian-t-kelley

Jeffrey Klein

MML Investors Services LLC
Elmsford
C: 914.372.2904
financialprofessionals.massmutual.com/jeffrey-m-klein

Michael Klotz

Park Avenue Securities LLC
Rye Brook
C: 914.288.8959
strategiesforwealth.com/team/michael-klotz

Michael Lackey

NYLIFE Securities LLC
White Plains
O: 800.695.4785
linkedin.com/in/lackeymichael

Scott LaDore

Ameriprise Financial Services LLC
Rye Brook
C: 914.253.0880
ameripriseadvisors.com/scott.2.ladore

Rocco Lafaro

Aegis Capital Corp
Bronxville
C: 914.268.0152
roccojlafaro.com

Anthony LaFranca

Planmember Securities Corporation
Irvington
O: 800.874.6910
linkedin.com/in/anthonylafranca-8611b330/?original_referer=https®3A®2F®2Fwww.google.com®2F

Peter Lang

Hightower Advisors LLC
Harrison
C: 914.825.8631; O: 914.825.8630
hightowerwestchester.com/peter-lang.html

J. Kenyon Lang

Park Avenue Securities LLC
Rye Brook
O: 914.825.1025
cambiumonline.com/team/kenyon-lang

Carla Lanza

J.P. Morgan Securities LLC
Mount Vernon
O: 914.699.3521
linkedin.com/in/carla-lanza

Steven Lasky

Voya Financial Advisors Inc
Elmsford
C: 914.347.5830
voya.com/professionals/steven-j-lasky

Dennis Lavin

Cetera Investment Advisers LLC
White Plains
O: 888.406.2444
lavinandassociates.com

Eric Leimgruber

Ameriprise Financial Services LLC
Valhalla
C: 914.747.0200
ameripriseadvisors.com/eric.w.leimgruber/contact

Richard Leimgruber

Onyx Bridge Wealth Group LLC
Tarrytown
O: 914.909.6699
onyxbridge.com/team

Peter Lennon

J.P. Morgan Securities LLC
White Plains
C: 914.899.5929
wealthpartners.jpmorgan.com/white-plains/the-foster-winger-group/peter-j-lennon

Anthony Leonardi

Lincoln Financial Advisors Corporation
Rye Brook
O: 914.305.9017
linkedin.com/in/anthony-leonardi-mba-cfp-crpc

John Lerner

Wells Fargo Advisors
Croton-on-Hudson
C: 800.972.2538; O: 914.271.6203
home.wellsfargoadvisors.com/john.lerner

Andrew Leven

Park Avenue Securities LLC
(Retirement Strategy Advisor)
Rye Brook
O: 914.912.6806
retirementstrategyadvisor.com/team/andrew-leven

Patricia Levey

Wells Fargo Advisors
Rye Brook
C: 914.417.4294 ; O: 800.972.2538
home.wellsfargoadvisors.com/Patricia.Levey

Paul Levis

Summit Financial, Inc
Yonkers
O: 914.793.7320
summitfinancialconsultants.com/Paul-A–Levis.e812267.htm

Mark Libersher

Flynn Financial
New Rochelle
O: 212.490.4580
f2partners.com/Mark-Libersher,-AIFAsup-sup.e1087924.htm

Tom Liptack

Benjamin F Edwards & Company Inc
White Plains
C: 914.467.5033
benjaminfedwards.com/branch-employee/tom-liptack

Robert Loeb

Kestra Advisory Services LLC
Valhalla
O: 914.747.5100
westchesterbenefit.com/team/robert-s-loeb-cfp

James Loehle

Ameriprise Financial Services LLC
White Plains
O: 203.456.8732
ameripriseadvisors.com/James.Loehle/?cid=IP_local_google

Joseph Lombardi

Ameriprise Financial Services LLC
Rye Brook
C: 914.253.0880
ameripriseadvisors.com/joseph.p.lombardi

Michael Longo

LPL Financial LLC (Longo Financial Services Inc)
Larchmont
O: 914.902.0060
longofinancial.com/about-michael

Anthony Longobucco

Royal Alliance Associates Inc (Anthony P. Longobucco Associates)
Harrison
O: 914.698.0172
apl-associates.com

Jesus Lopez

LPL Financial LLC (The Asterion Wealth Advisory Group)
White Plains
C: 914.461.4991
asterionwealth.com/team/jesus-lopez

Javier Lugo

Prudential Financial Planning Services
White Plains
C: 914.272.3863
prudential.com/advisor/javier-lugo

Eugene Lutz

Eagle Strategies LLC
White Plains
C: 516.322.9016; O: 914.253.7100
newyorklife.com/recruiter/elutz

Michael Lynch

Citigroup Global Markets Inc
Scarsdale
O: 212.816.6000
linkedin.com/in/michael-dlynch-cfa-7225aa25

Anthony Maiuolo

MML Investors Services LLC
Elmsford
C: 914.372.2959
skgbarnum.com/team/anthony-maiuolo

Stephen Malfitano

J.P. Morgan Securities LLC
White Plains
C: 914.899.5906
wealthpartners.jpmorgan.com/white-plains/stephen-malfitano

Brian Mancusi

J.P. Morgan Securities LLC
White Plains
O: 914.683.8753
linkedin.com/in/brian-mancusi-63217956

Kevin Manning

Park Avenue Securities LLC (Associated Benefit Consultants LLC)
Rye Brook
C: 610.565.9181
linkedin.com/in/kevin-manning-6111285

Kirk Maraglia

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
O: 914.682.5500
linkedin.com/in/kirk-maraglia-8395151

John Marcel

Park Avenue Securities LLC
Rye Brook
C: 914.288.8878
strategiesforwealth.com/team/john-marcel#

Jill Marino

UBS Financial Services Inc
White Plains
O: 914.761.6800
linkedin.com/in/jill-marino-41630835

Sonyalis Marrone

Primerica Advisors
Elmsford
C: 914.882.2351; O: 888.294.6164
primerica.com/sonyalismarrone&origin=customInvest

Roger Matles

UBS Financial Services, Inc
White Plains
O: 914.761.6800
advisors.ubs.com/roger.matles

Christina Maurillo

MML Investors Services LLC
Elmsford
O: 914.372.2981
christinamaurillo.com

James McCauley Jr.

Income & Asset Advisory Inc
Armonk
O: 914.273.6800
theadvisory.com/James-P–McCauley,-Jr-.e334552.htm

Terence McGlynn

Park Avenue Securities LLC
Rye Brook
C: 914.288.8919; O: 914.288.8800
strategiesforwealth.com/team/terence-mcglynn

Paul McKirgan

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
O: 914.683.9509
fa.ml.com/new-york/white-plains/bmegroup

Hillary Mclean

Fidelity Brokerage Services LLC
Scarsdale
C: 914.241.6759
linkedin.com/in/hillaryamclean

Daniel McMahon

UBS Financial Services Inc
White Plains
O: 914.287.4711
advisors.ubs.com/daniel.mcmahon

Scott Menta

MML Investors Services, LLC
Elmsford
O: 914.372.2915
scottmenta.com/team/scott-menta

Tim Meyer

Park Avenue Securities LLC
Rye Brook
C: 914.288.8863
prosperianwealth.com/team/tim-meyer

Craig Miller

J.P. Morgan Securities LLC
Chappaqua
O: 914.238.4441
linkedin.com/in/craig-miller-38428b14

Adrian Mohorovich

Ameriprise Financial Services LLC
White Plains
C: 914.269.6727
ameripriseadvisors.com/adrian.a.mohorovich

Regina Montrony

Pentegra Investors Inc
White Plains
O: 800.872.3473
linkedin.com/in/regina-montrony-tgpc-qka-1118506

Rick Moorhead

Citigroup Global Markets Inc
Mamaroneck
O: 914.873.4842
linkedin.com/in/richard-h-moorhead

Luigi Muccitelli

Raymond James
Financial Services Advisors Inc
Briarcliff Manor
C: 914.902.5454; O: 914.902.5450
raymondjames.com/briarcliff/about-us/bio?_=Luigi.muccitelli

Natalya Muravchik

J.P. Morgan Securities LLC
White Plains
C: 914.899.5967
wealthpartners.jpmorgan.com/white-plains/natalya-muravchik/natalya-muravchik

Kevin Myers

LPL Financial LLC
(Flynn Financial Partners, Ltd)
New Rochelle
O: 212.490.4580
linkedin.com/in/kevin-m-myers

Martin Nachemson

Park Avenue Securities LLC
Rye Brook
C: 914.288.8990; O: 914.288.8987
prosperianwealth.com/team/martin-nachemson

Jeffrey Neeck

Park Avenue Securities LLC
Rye Brook
O: 914.288.8800
strategiesforwealth.com/team/jeffrey-neeck

Timothy Nervegna

Cetera Advisor Networks LLC
Tarrytown
C: 914.366.4900, ext 104; O: 914.366.4900
hv403b.com/contact

Benjamin Nichols

Park Avenue Securities LLC
Rye Brook
C: 914.288.8914
prosperianwealth.com/team/benjamin-nichols

Joseph O’Brien

MML Investors Services, LLC
Elmsford
C: 914.372.2953; O: 888.712.2310
josepheobrien.com

Henriette O’Connor

UBS Financial Services Inc
White Plains
C: 914.287.4724
advisors.ubs.com/centennialwealthmanagementgroup/Meet-the-team.htm

Rochelle Odesser

Madison Advisory Services Inc
White Plains
O: 800.222.2091
madisonplanning.com/white-plains-branch

Cole Oram

Prudential Financial Planning Services
Valhalla
C: 917.364.4078; O: 917.364.4078
prudential.com/advisor/cole-oram

Mitchell Ostrove

Ameritas Advisory Services LLC
White Plains
O: 914.428.4095
ostrovegroup.com/Mitchell-Wm-Ostrove

Kathryn “Kate” Palao

Hudson Financial Services INC
Briarcliff Manor
O: 914.762.4760
hudsonfs.com/team.htm

Diana Palmieri

Vanderbilt Financial Group
Katonah
O: 631.845.5100
lubafinancial.com/Diana-Palmieri.e732820.htm

Herbert Panitz

MML Investors Services, LLC
Tarrytown
O: 914.366.8345
linkedin.com/in/herbert-panitz-5b375a33

William Parilla

J.P. Morgan Securities LLC
Bronxville
O: 800.999.2000
linkedin.com/in/william-parilla-09071a79

Arthur Pasternak

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5530
fa.ml.com/new-york/white-plains/arthur_pasternak

Anthony Pauline

Prudential Financial Planning Services
White Plains
C: 914.272.3898
prudential.com/advisor/anthony-pauline

Michael Paulmeno

Ameriprise Financial Services LLC
Rye Brook
C: 914.253.0880
ameripriseadvisors.com/michael.a.paulmeno

Nuno Pereira

PlanMember Securities Corporation
Irvington
O: 888.366.5775
linkedin.com/in/nuno-pereira-ctfa-b694a82

Anthony Pesce Jr.

Prudential Financial Planning Services
White Plains
C: 914.272.3866
prudential.com/advisor/anthony-pesce

Damian Petta

Commonwealth Financial Network (Cedar Tree Financial Services)
Hawthorne
C: 203.403.6866; O: 914.598.2377
cedartreefs.com/our-team

Bradley Philipps

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.683.7552; O: 914.682.5500
fa.ml.com/new-york/white-plains/bradley_philipps

Thomas Picone

MML Investors Services, LLC
Tarrytown
O: 914.366.8345
financialprofessionals.massmutual.com/thomas-j-picone

Joseph Pigot

LPL Financial LLC
(Flynn Financial Partners, Ltd)
New Rochelle
O: 212.490.4580
f2partners.com/Joseph-Pigot,-CPFA.e1087925.htm

Jillian Polanco

J.P. Morgan Securities LLC
White Plains
O: 914.683.8748
linkedin.com/in/jillian-polanco-55b23561

Keith Preston

Prudential Financial Planning Services
Yonkers
C: 914.961.7714; O: 914.456.0613
prudential.com/advisor/keith-preston

Sonia Prince

Primerica Advisors
Briarcliff Manor
O: 914.948.7575
linkedin.com/in/sonia-prince-2a550612

Robert Pruett

Park Avenue Securities LLC
Rye Brook
C: 914.825.1011; O: 914.825.1000
opus-pc.com/our-team

Edon Qarri

J.P. Morgan Securities LLC
Yonkers
O: 800.999.2000
linkedin.com/in/edon-qarri-9038101a9

Kim Qvistorff

American Portfolios Financial Services Inc
White Plains
O: 914.777.2436
qandrfs.com/team.htm

Thurman Ransom

Voya Financial Advisors Inc
Elmsford
C: 914.347.5842
voya.com/professionals/thurman-ransom

Steve Raymond

Scarborough Alliance Group
Irvington
C: 978.239.6999; O: 800.223.7608, ext 4033
planmember.com/scarboroughalliance/rep.cfm?pageid=16

Jeff Reemer

Invesco Advisers Inc
White Plains
O: 800.959.4246
linkedin.com/in/jeff-reemer-4b277411

John Renda

Prudential Financial Planning Services
Valhalla
C: 914.579.2233
prudential.com/advisor/john-renda

David Ringler

Onyx Bridge Wealth Group LLC
Tarrytown
O: 914.909.6699
onyxbridge.com/team

George Rioseco

Summit Financial LLC
White Plains
O: 914.729.1117
summitfinancial.com/team-members/george-rioseco

Kimberly Rodgers

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.683.9506
fa.ml.com/new-york/white-plains/kimberly-rodgers

Kerry Rogers

Scarborough Alliance Group
Irvington
C: 636.893.8878; O: 800.223.7608, ext 4022
planmember.com/scarboroughalliance/rep.cfm?pageid=173

Mark Rogers

Scarborough Alliance Group
Irvington
C: 630.258.8157; O: 800.223.7608, ext 4034
planmember.com/scarboroughalliance/rep.cfm?pageid=60

Robert Roland

Lexco Wealth Management INC
Tarrytown
O: 914.468.8900
lexcowealth.com/robert-roland-chiefinvestment-strategist

Adam Rolewicz

Park Avenue Securities LLC
Rye Brook
C: 914.825.1027; O: 914.825.1000
opus-pc.com/our-team

Jonathan Rosenbaum

Park Avenue Securities LLC
Rye Brook
C: 212.701.7994
strategiesforwealth.com/team/jonathan-rosenbaum

John Ross

Park Avenue Securities LLC
Rye Brook
C: 914.288.8834
strategiesforwealth.com/team/john-ross

M. Charles Ross

LPL Financial LLC (The Ross Company)
White Plains
O: 914.631.1133
therosscompany.net/M–Charles-Biography.3.htm

David Roth

Oppenheimer & Co Inc
White Plains
O: 917.421.4101
linkedin.com/in/davidsroth

Richard Rubenstein

Park Avenue Securities LLC
Rye Brook
C: 914.288.8928
strategiesforwealth.com/team/richard-rubenstein

Judy Rubin

American Portfolios Financial Services Inc
White Plains
O: 914.777.2436
qandrfs.com/Judy-M—Rubin.e810907.htm

Paul Ruggiero

MML Investors Services, LLC
Elmsford
C: 914.409.4033
neag1.com/team/paul-ruggiero

Daniel Saalman

Ameriprise Financial Services LLC
White Plains
C: 914.506.4102
ameripriseadvisors.com/daniel.w.saalman

Brian Sable

UBS Financial Services Inc
White Plains
O: 914.287.6042
advisors.ubs.com/brian.sable

Avideh Safaei

J.P. Morgan Securities LLC
White Plains
C: 914.899.5948
wealthpartners.jpmorgan.com/new-york/the-turner-safaei-group/avideh-safaei

Frank Salandra

Frank A. Salandra
Harrison
O: 914.381.3503
salandracpa.com

John SanFilippo

Charles Schwab & Co Inc
Scarsdale
C: 914.722.6234; O: 914.722.6230
client.schwab.com/public/consultant?fc=john.sanfilippo

Maydenise Santiago

J.P. Morgan Securities LLC
Tarrytown
O: 914.631.0186
linkedin.com/in/maydenise-santiago-7a221645

Paul Santucci

Ameriprise Financial Services, LLC
Rye Brook
O: 914.253.0880
ameripriseadvisors.com/paul.d.santucci/?cid=IP_local_google

Heidi Scali

UBS Financial Services Inc
White Plains
C: 212.364.0095; O: 914.761.6800
linkedin.com/in/heidiscali

Alan Schantz

Kestra Advisory Services LLC (Schantz Wealth Services)
Tarrytown
C: 914.909.1599
schantzwealth.com/Biography.7.htm

Ron Schmitt Sr.

Primerica Advisors
New Rochelle
C: 914.584.3220; O: 914.632.1409
primerica.com/ronschmittsr

Adam Schur

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5566; O: 914.682.5500
fa.ml.com/new-york/white-plains/adam-schur

Gary Schwartz

Madison Advisory Services Inc
White Plains
O: 800.222.2091
madisonplanning.com/white-plains-branch

Andrew Schwartz

Madison Advisory Services INC
White Plains
O: 800.222.2091
madisonplanning.com/white-plains-branch

Kurt Seidman

Oppenheimer & Co Inc
White Plains
O: 914.421.4134
oppenheimer.com/advisor/ny/white-plains/white-plains-branch/kurt-seidman.aspx

Michael Selvitella

Charles Schwab & Co Inc
Scarsdale
C: 914.722.6239; O: 914.722.6230
client.schwab.com/public/consultant?fc=michael.selvitella

Byrke Sestok

LPL Financial LLC (Rightirement Wealth Partners)
Harrison
C: 914.220.6196
rightirement.com/byrke-sestok

Philip Settembrino

Cadaret Grant & Co Inc
Yorktown Heights
O: 914.514.5000
northernwestchesterfinancial.com/our-team

Chandresh Shah

Northwestern Mutual Investment Services LLC
White Plains
O: 914.367.0933
chandresh-shah.com

Michael Sheridan

Edward Jones
Bronxville
O: 914.337.2363
edwardjones.com/us-en/financial-advisor/michael-sheridan

Thomas Sherman

Park Avenue Securities LLC
Rye Brook
C: 914.288.8845
strategiesforwealth.com/team/thomas-sherman

Eric Siegeltuch

Cetera Investment Advisers LLC
Yonkers
C: 917.312.4166; O: 914.327.3863
ericsiegeltuch.com

Peter Sikora

J.P. Morgan Securities LLC
Larchmont
O: 212.270.6000
linkedin.com/in/peter-sikora-8546b275

Joseph Silva

Ameriprise Financial Services LLC
Valhalla
O: 914.595.4333
ameripriseadvisors.com/joseph.m.silva/contact

Bradley Silverman

Raymond James Financial Services Advisors INC
Armonk
O: 914.219.5888
raymondjames.com/thesilvermangroup/our-team/bio?_=Bradley.Silverman

Maria Simon

Ameriprise Financial Services LLC
Rye Brook
O: 914.253.8800
linkedin.com/in/mariavsimon

Gail Simons

The Highbridge Financial Group, Inc.
Tarrytown
O: 914.332.0660
highbridgegroup.net/gail-m-simons

George Sinnott

Kestra Investment Services, LLC (Sinnott Wealth Management)
Elmsford
O: 914.909.1524
sinnottwealthmanagement.com/our-team

Jeffrey Skelly

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5544
fa.ml.com/new-york/white-plains/ws_team

David Skolnik

Citizens Investment Services
Yonkers
O: 914.771.9058
linkedin.com/in/david-skolnik

John Slattery

J.P. Morgan Securities LLC
White Plains
C: 914.899.5901
wealthpartners.jpmorgan.com/whiteplains/the-slattery-group/john-slattery

Craig Slaughter

Park Avenue Securities LLC
Rye Brook
C: 914.288.8948
strategiesforwealth.com/team/craig-slaughter

Marc Smith

I.M. Financial
Armonk
O: 914.603.8325
im-financial.com/team/marc-smith

Keith Snyder

Park Avenue Securities LLC
Rye Brook
C: 914.288.8952; O: 914.288.8800
strategiesforwealth.com/team/keith-snyder

Fred Snyder

Prudential Financial Planning Services
White Plains
C: 914.272.3877
prudential.com/advisor/fred-snyder

Ronnie Spears

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
O: 914.241.6478
linkedin.com/in/ronniespears

Peter Stamm

J.P. Morgan Securities LLC
White Plains
O: 914.899.5989
linkedin.com/in/peter-stamm-27522a31

Jason Stanco

J.P. Morgan Securities LLC
White Plains
C: 914.899.5989
wealthpartners.jpmorgan.com/white-plains

Gary Stenson

Stifel Nicolaus & Company Inc
White Plains
C: 914.694.8600
stifel.com/fa/gary-stenson

Katherine Stewart

J.P. Morgan Securities LLC
White Plains
O: 914.899.5936
linkedin.com/in/katherine-stewart-708962163

Alexandria Sullivan

MML Investors Services LLC
(Barnum Financial Group)
Elmsford
O: 914.372.2939
linkedin.com/in/alexandria-sullivan-48033810b

Eileen Suppo-Nott

Voya Financial Advisors Inc
Elmsford
C: 914.347.5830
voya.com/professionals/eileen-suppo-nott

Sid Suri

J.P. Morgan Securities LLC
White Plains
O: 914.421.1180
linkedin.com/in/sid-suri-611471a

Peter Swansen Jr.

Equity Services Inc. Financial Advisors
(Corporate Plans Retirement
Strategies LLC)
White Plains
O: 914.227.9478
corporateplans.com/team/peter-swansen-jr-cltc

Daniel Tarpey

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.683.9505
O: 914.241.6478
fa.ml.com/new-york/white-plains/thetarpeybarrygroup

Robert Tarpey

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.683.7555; O: 914.241.6478
fa.ml.com/new-york/white-plains/thetarpeybarrygroup

Gerard Tavella

Park Avenue Securities LLC
Rye Brook
C: 914.288.8904; O: 914.288.8987
prosperianwealth.com/team/gerard-tavella

Michelle Taveras

J.P. Morgan Securities LLC
Mount Vernon
O: 914.699.3521
linkedin.com/in/michelle-taveras-062b77b1

Nicholas Tedesco

HSBC Securities (USA) Inc
Scarsdale
O: 914.723.7200
linkedin.com/in/nicholas-tedesco-79b1b388

Susan Testa

Wells Fargo Advisors
Larchmont
O: 914.834.2090
linkedin.com/in/susan-testa-74ba8850

Reino Truumees

Park Avenue Securities LLC
Rye Brook
C: 914.288.8860
strategiesforwealth.com/team/reino-truumees

Scott Urbanski

Hightower Advisors LLC (Cognetic Capital Advisors)
White Plains
O: 646.532.5150
cogneticcapital.com/scott-urbanski.html

Kelly Varnum

UBS Financial Services Inc
White Plains
O: 914.761.6800
linkedin.com/in/kellyvarnum

Nevy Vatachka

J.P. Morgan Securities LLC
White Plains
O: 914.899.5997
wealthpartners.jpmorgan.com/white-plains/the-foster-winger-group/nevy-vatachka

Brian Vieselmeyer

Corporate Plans Retirement Strategies LLC
White Plains
O: 914.227.9478
corporateplans.com/team/brian-k-vieselmeyer

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Lisa “Hill” Vilardi

AssuredPartners
White Plains
O: 914.761.9000
linkedin.com/in/lisa-hill-vilardi-aif®-a428107

D. Michael Vujnovich

LPL Financial LLC
Elmsford
O: 704.733.3300
linkedin.com/in/d-michael-vujnovich-39460b57

Mark Wagner

Merrill Lynch, Pierce,
Fenner & Smith Inc
White Plains
C: 914.682.5544
fa.ml.com/new-york/white-plains/ws_team

Alan Waidelich

Cetera Advisor Networks LLC (Debany Financial Group, LLC)
Tarrytown
O: 914.366.4900
debanyfinancial.com//team/alan-waidelich

Amy Wallack
Merrill Lynch
, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5527; O: 914.682.5544
fa.ml.com/new-york/white-plains/ws_team

Christopher Walters

J.P. Morgan Securities LLC
White Plains
C: 212.272.7580
wealthpartners.jpmorgan.com/new-york/thekoch-walters-group/christopher-walters

Seaver Wang

NPA Asset Management LLC (Karagosian
Financial Services)
Croton-on-Hudson
O: 212.213.1898
toinvest.com/about-us

Loren Ward

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 914.682.5545
fa.ml.com/new-york/white-plains/wcg

Shaun Waylonis

J.P. Morgan Securities LLC
White Plains
C: 914.899.5953
wealthpartners.jpmorgan.com/white-plains/the-lk-group/shaun-waylonis

Robert Weinberg

J.P. Morgan Securities LLC
Scarsdale
O: 914.722.0409
linkedin.com/in/robert-weinberg-200b8522

Debra Weiner

Stifel, Nicolaus & Company Inc
White Plains
C: 914.694.8606
weinerwealthmanagement.com/meet-theteam.htm

Bette Weiss

Ameriprise Financial Services LLC
White Plains
C: 845.875.6505
ameripriseadvisors.com/betteellen.weiss/?cid=IP_local_google

Dana West

Prudential Financial Planning Services
White Plains
C: 914.989.3800; O: 914.272.3917
prudential.com/advisor/dana-west

Steven Wilson

Park Avenue Securities LLC
Rye Brook
O: 914.288.8800
linkedin.com/in/steve-wilson-88543a97

Christopher Wolt

TD Private Client Group
White Plains
O: 866.235.1248
linkedin.com/in/christopher-wolt-75806824

Cyril Wyse

LPL Financial LLC
Hawthorne
C: 914.266.3000
cpcfinancialgroup.com/cyrils-bio

Tatyana “Tanya” Zakharova

Merrill Lynch, Pierce, Fenner & Smith Inc
White Plains
C: 203.863.7665
fa.ml.com/new-york/white-plains/tanya

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