meet your team

We invite you to read about our team members. You’ll see that behind the highly personalized and proactive experience we create for you is an experienced and collaborative group of very personable individuals dedicated to serving you.

<p>Ted Longo,<br /> CFP <sup>®</sup>, ChFC<sup>®</sup>, CIMA<sup>®</sup></p>

Ted Longo,
CFP ^®, ChFC^®, CIMA^®

President, Senior Wealth Management Advisor

Steve Longo

Vice-President, Senior Wealth Management Advisor

Chris Collins, <br /> CFP<sup>®</sup>, CRPS<sup>®</sup>

Chris Collins,
CFP^®, CRPS^®

Vice-President, Senior Wealth Management Advisor

Amy Longo

Client Associate

Stephanie F Lawson

Chief Administrative Officer

Marcy Morreale

Client Associate

Tracy Clanton

Registered Operations Manager

Michael Mayeaux

Analyst