image of James Montalto

James Montalto

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

516-733-2002 516-329-5395
Email |
image of Jamie Weil

Jamie Weil, AIF®, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

516-733-2001 516-310-2052
Email |
image of Rosemarie Aragoncillo

Rosemarie Aragoncillo, AAMS®

Associate Vice President - Financial Advisor

516-733-2026 516-615-0024
Email |
image of Matthew Serrano

Matthew Serrano, APP, CFP®

Senior Investment Associate

516-733-2003

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant



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Wealth Strategist


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Wealth Strategist


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Trust Consultant


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Insurance and Annuity Consultant


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Alternative Investments Consultant


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High Net-Worth Lending Specialist


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Fixed Income Business Development Professional


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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