Originally from Suvereto, Italy, I moved to New Jersey at age 18 and graduated from Montclair State University in 1994 with a B.S. in accounting.
I moved to Jupiter in 2000 to open the first Edward Jones office in North Palm Beach and by 2006 was invited to become a partner with the firm.
In 2012 and 2015, I helped establish new offices in Palm Beach Gardens and Juno Beach. We are currently in the process of opening a fourth office.
I am a CFP® certification holder, one of the most accredited distinctions in the financial services industry, where I agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with financial planning practice standards.
I've been fortunate to hold various leadership roles within Edward Jones. In the past, I coached the firm's most successful financial advisors; today, I serve as client solutions leader, working with financial advisors to implement the firm's best practices for creating the ideal Edward Jones client experience.
I have been invited three times ('18, '19, '20) to The Financial Advisors Leaders Conference, a recognition for the top 800 financial advisors.
I enjoy spending time with my family, boating and vacationing. My hobbies include wine tasting and fitness.
My family donates to local charities such as The Maltz Theater, Stand Up Foundation, Autism Speaks, Big Heart Brigade, Alzheimer's Foundation, The Hanley Foundation and The ARC. I'm a former board member of The Dance Education School of Florida and Stand Up Foundation.
My wife, Maria, is very involved with non-profit organizations and we encourage our daughters, Mia and Marina, to also give back to our community.
Alongside Sr. Branch Office Administrators Cristy Morrow and Lisa DeStefano, our practice strives "to always be of service and anticipate our client's next need." If you are interested in learning more about our practice, please call for a complimentary, comprehensive review. We look forward to earning your trust.
- Wealth Strategies
- Retirement Income Strategies
- Divorce Finances
- Insurance & Annuities
- Socially Conscious Investing
- LGBT Finances
My Personal Interests
- Personal Fitness
- Wine Collecting/Enthusiast
- Home Improvement
- Active Lifestyle