Large-firm, business Financial Management financial advisors in Woodbury, NY

Robert Calabretta is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waypoint Capital Management for 21 years. He is also the Chief Investment Officer of Coastline Wealth Management, where he advises clients on investment matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity Investments. Outside of finance, he has worked in various service and business roles, including at Fedex and in the hospitality and pool cleaning industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Cole Block is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing wealth management services that focus on retirement planning, investment management, liquidity, concentrated wealth, real estate, and estate and legacy planning. Cole works closely with individuals, families, business owners, and real estate owners to understand their financial situations and goals. With seven years of experience in financial services, Cole holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He graduated from Syracuse University in 2019 with a bachelor's degree. Cole emphasizes building lasting relationships through personalized financial planning, thoughtful conversations, and a clear understanding of each client's priorities. Outside of his professional work, Cole enjoys fitness, football, basketball, boating, gardening, and spending time at the lake in New Hampshire during summer.

Lawrence Anderson is a financial advisor at SA Asset Management, Inc. in Woodbury, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has been with SA Asset Management since 2003. The firm provides fee-based financial planning and consulting services primarily to individual clients, including high-net-worth households, delivering written financial plans and coordinating ongoing advisory services. SA Asset Management works with third-party investment managers for portfolio management and is affiliated with a CPA firm that offers tax and accounting services to clients.

Joseph Sabia is a financial advisor with Cetera and holds the Series 66 designation. He has two years of industry experience and has worked at firms including Ameriprise and Northwestern Mutual. He is also involved with Stefans Associates and The Stefans Group, where he assists in investment, tax, legal practices, and business marketing. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.