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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

3 advisors near New York, NY

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Michael J

Series 63, Series 65

New York, NY

Griffin Asset Management, LLC

Michael Jamison is a financial advisor at Griffin Asset Management, LLC in New York, NY, with 12 years of industry experience. He has held his current role since 2017 and previously worked at Lebenthal Asset Management from 2015 to 2017. He holds Series 63 and Series 65 licenses. Griffin Asset Management provides discretionary and non-discretionary investment management and customized wealth management for individuals, families, trusts, charities, and institutions. The firm employs active management techniques across core equity, fixed income, and alternative strategies, serving over 600 client relationships and managing nearly $1 billion in assets.

Passive / index investing
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Douglas F

CFA®, Series 63, Series 65

New York, NY

Griffin Asset Management, LLC

Douglas Famigletti is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 22 years of experience with Griffin Asset Management, LLC, where he has worked since 2004. He is currently concluding some administrative work for a former firm, which is approved by Goldman compliance and will end in September. Griffin Asset Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, trusts, charities, and institutions. The firm employs active management techniques across core equity, fixed income, and alternative strategies, and also serves as a sub-adviser and model provider to other advisers and platforms.

Passive / index investing
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John C

Series 63, Series 65

New York, NY

Griffin Asset Management, LLC

John Carey Jr. is a financial advisor at Griffin Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. He worked at Lebenthal Asset Management, LLC from 2009 to 2017 before joining Griffin Asset Management in 2017. Griffin Asset Management provides discretionary and non-discretionary investment and wealth management services for individuals, families, trusts, charities, institutions, and other investment advisers. The firm employs active management strategies across core equity, fixed income, and alternatives, including covered call option writing, and manages nearly $1 billion in assets with a focus on customized portfolios and sub-advisory roles.

Passive / index investing
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