Adobe Stock | Adam121
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
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
