Broker Check

New York City Team

Leadership

Tony has been in the financial services industry for 40 years. He has served in almost every role in the industry, advisor, Managing Director, Senior Home Office Executive, but most of his time has been spent as a General Agent. Tony...

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Michael has been in Financial Services for over 12 years. He joined Guardian Life in 2012 to help build new offices around the Eastern half of the U.S. He has played a number of roles in his career including strategic planning, field...

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Paul has been working within talent acquisition for over 3 years. Prior to joining NFN Paul was working with one of the largest staffing companies in the world. As a Staffing Manager, he recruited Accounting and Finance professionals...

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Veronica has experience in multiple capacities over her 20+ years in the business. She started as a Financial Representative and later shifted into the brokerage manager role. She also worked in marketing, underwriting, pension plan...

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Robert has been in the Financial Services Industry for over a decade. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He Spent 8+ years at an Equities Broker Dealer as a Senior Vice President...

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Mary Flanigan

VP, Director of Marketing

Mary has been in the financial services industry for 5 years and found her unique ability in helping Financial Advisors market themselves to grow profitable sustainable businesses. At the firm level, her focus is to grow brand...

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Associates

Dr. Valentine Ayanru specializes in Financial services and Strategic Insurance planning for Healthcare Professionals. As a Doctor of Podiatric Medicine, trained in Foot and Ankle Surgery over 11 years, he decided to work in the...

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Gayle develops strategic financial plans that address the protection, accumulation, and distribution of wealth. She offers 10 years of progressively responsible experience, including 7 years expressly dedicated to building strong...

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Eric offers an outstanding record of performance surpassing targeted initiatives year after year in advanced leveraged planning, business succession planning, estate planning and optimized life insurance planning for retirement. He has...

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Anthony Drewery

Financial Specialist

After spending 8 years automotive industry focused on business development, Tony decided to take his experience and skills and join Financial Services. Finding a way to make a greater impact in the lives of others and grow a business...

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Jerome has been in finance for 23 years, since 1992 when he began his career with a Guardian agency after acquiring insurance and series 7 license. His prior career was with the international development team at Citibank and worked as...

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Michael has over 17 years of experience in the financial services industry. His areas of expertise include Individual, Educational, and Retirement Planning, also Employee Benefits, and Estate Planning. He helps his clients by...

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Noal has been in the financial services industry for over 25 years. In his previous position as portfolio manager and trader, he worked with a team of professionals to build and manage an international equity portfolio. He believes by...

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Peter began his career in the wealth management industry in 2004. For over 10 years, he has been serving high net worth individuals and businesses, providing sound and efficient financial strategies to enhance and achieve his...

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Kristen is a driven and energetic financial services professional helping clients become more organized with their business and personal finances. He helps his clients by taking an uncommon approach to traditional financial decision...

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Jack has been in the financial services industry for over five years. Before working in financial services, he worked as a relationship manager with one of the top professional sports websites in the world and coached high school...

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Jamie Kopelman

Financial Representative

Jamie discovered her passion for finance and strategic planning when she was an intern for her father over the summer from Barnard College. Having no intention of following in her father's footsteps, Jamie developed a sense of purpose...

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Michael has been in financial services 12 years. His prior career was in advertising; he was a partner in a firm for 10 years that grew to about 70 people. He helped businesses develop strategic integrated marketing and creative...

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Frank Loscalzo has been in the financial services industry for over 45 years. As a Special Agent with National Financial Network, and its predecessor firms for 25 years, he serves hundreds of clients with a commitment to superior...

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Robert has been in the financial services industry for 20 years. He joined NFN in January 2008 and became a business partner with his father, Frank, a senior member of NFN. Prior to joining National Financial Network, Robert spent 12...

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Lisa has worked in the finance industry in complementary capacities since graduating from college. She began her career at Smith Barney, and worked primarily as an equities trader in capital markets for Citigroup and for a hedge fund...

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Michael joined NFN in March of 2018, prior to joining us Michael was a fitness and nutrition consultant. After assisting clients with physical health Michael realized that financial health and wellness played a large role in the lives...

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David is a Senior Vice President with the National Financial Network. For nearly two decades he and his team have dedicated their practice to educating and advising high-net-worth individuals, physicians, executives, and business...

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Joe has been in the Financial Services industry for over 10 years with experience assisting business owners with succession planning, individuals, and families with personal planning. Now, Joe has a focus on developing relationships...

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Jude has been in financial services for over 15 years, he was a relationship manager with JPMorgan Chase working with business owners aligning them with cash flow solutions such as cash management, lending, merchant services and world...

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Elizabeth evaluates new business opportunities to determine a strategic fit with our objectives and market dynamics. She develops and manages detailed financial models to estimate potential value of opportunities and helps articulate...

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Alex Williams

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 990 Stewart Avenue, Suite 200, Garden City, NY, 11530. Securities products and services offered through PAS, (516) 745-5600. National Financial...

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Marlene comes to us after spending 15 years as a Co-Founder of Klein Windmiller, LLC, a boutique legal consulting and recruiting firm specializing in strategic global attorney placement. Her clients included international law firms,...

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Gretta Zutz

Financial Professional

Registered Representative & Investment Advisor  of Park Avenue Securities and Financial Representative of Guardian.

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