Dawn Bodami is a financial advisor at Shulman DeMeo Asset Management, LLC, holding a Series 65 designation with 19 years of experience at the firm. She has been with Shulman DeMeo since 2007. Shulman DeMeo Asset Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, financial planning, consulting, and portfolio monitoring. The firm uses a wrap fee program combining advisory, trade execution, custody, and reporting, and implements portfolios with a mix of index funds, ETFs, individual stocks, and bonds, generally recommending Charles Schwab as custodian.

James Demeo Jr. is a financial advisor at Shulman DeMeo Asset Management, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Shulman DeMeo Asset Management in 2007, he worked at Equitable Advisors for five years. Shulman DeMeo Asset Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages client assets through a wrap fee program, employing individualized asset allocation strategies that include index funds, ETFs, individual securities, and specialized vehicles such as REITs and MLPs.

Jason Shulman is a financial advisor at Shulman Demeo Asset Management, LLC with 19 years at the firm and a total of 24 years in the industry, including five years at Equitable Advisors. He holds Series 63 and Series 65 licenses. Shulman Demeo Asset Management provides investment advisory, portfolio monitoring, and standalone financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary management primarily through its wrap fee program, using a diversified mix of investment vehicles and tailored asset allocation guidelines.

Raymond Bickhardt is an advisor at Shulman Demeo Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Shulman Demeo since 2006. Shulman Demeo Asset Management provides investment advisory, portfolio monitoring, and standalone financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a mix of index funds, ETFs, individual securities, and specialized vehicles to build individualized asset allocation guidelines and manages client accounts exclusively through its wrap fee program.